Australian Ethical Intergenerational Wealth series: Dylan Pargiter-Green
Meet Dylan Pargiter-Green, an adviser who is passionate about the role of responsible investing in aligning with the goals and values of clients.
Intergen Wealth Transfer
Monday 23rd June 2025
Share
The great wealth handover: why advisers cannot afford to sit this one out
The greatest wealth transfer in Australia’s history is already underway, and advisers who are not actively embedded in family succession risk watching their...
Advicetech attraction with Pete Worn from Finura Group
Respected advice technology expert, Finura Group’s Peter Worn, grabs a coffee with Tahn Sharpe and chats about the systems and processes that form the...
Unlocking social infrastructure’s investment potential with Cameron Brownjohn from Federation Asset Management
Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing opportunities for private equity...
Building wealth with commercial property with Chris Davitt and John Taylor from Dexus
In this episode, Dexus’ Chris Davitt and John Taylor join the show to unpack the role of direct commercial property in today’s adviser landscape. They...
Dividend, GARP and the adviser toolkit with Jason Ye from S&P Dow Jones Indices and Marc Jocum from Global X
In this episode, Jason Ye from S&P Dow Jones Indices explores the construction logic behind dividend and Growth at a Reasonable Price (GARP) benchmarks,...