Episode description

Scott Phillips is the Chief Investment Officer of The Motley Fool Australia.

Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.

In today's conversation with Scott, we're unpacking:

• How a cold email saw Scott find his way into the finance industry
• The training process the Motley Fool uses to upskill new analysts
• Scott's personal investing philosophy and how that has evolved from his early days
• The one ETF Scott owns as part of his portfolio
• The largest stocks Scott owns in his portfolio
• The advice Scott wishes to share with every young investor

—------

Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.

Managing over $2.5 billion in assets, Viola Private Wealth specialises in clear, empowering wealth solutions. Whether you're preserving wealth or planning intergenerational transfers, their boutique approach ensures personalised attention for every client.

To speak to the team at Viola Private Wealth, complete the contact form on their website.

—------

Looking to start 2025 on the right foot?

• Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
• Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.

Want more Equity Mates?

• Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Follow us on social media: Instagram, TikTok
• Sign up to our daily news email

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.