It wasn’t a traditional path into the industry for Celia Carroll, who originally studied Zoology before being drawn to financial planning. Now, in her 15th year at Centric Wealth - in a job that has taken her all along the East Coast of Australia - she tells Industry Moves of some lessons she's learnt along the way and what has kept her with the firm so long. She also shares her opinions on the automation of financial advice, offers some great advice for industry newcomers, and reflects on some of the highlights of her career so far.
Dr Jess Murphy has always had a strong sense of justice. At 14, she knew she wanted to get out of her small mining town in search of new opportunities and as an adult, she knew it would be “a crime” not to do something about the lack of diversity within leadership teams, which is how Pathway To Your Potential, her business for creating effective leaders, came to be. Jess tells us more about P2YP, including her partnership with Mercer, how the program works and the barriers that we need to dismantle in order to move forward. More
Recent launches snapshot
How do you service 400,000 members, across 37 different university campuses, with financial advice? UniSuper’s executive manager, advice and employer relationships, Jack McCartney, tells us about the $65 billion super fund’s in-house financial advice offering.Read more