Episode description

We're excited to introduce a new podcast to the Equity Mates network: Basis Points.

Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve.

We're pleased to share that most Basis Points episodes will be accredited by the Financial Advice Association of Australia (FAAA) for CPD points. If you're an adviser looking to claim CPD points for this episode, head to the Equity Mates website here and complete the CPD Quiz for this episode. We'll then email you your certificate.

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For our first episode, we're joined by the founder of Viola Private Wealth and an adviser who often sits at the top of the list of Australia's best advisers: Charlie Viola.

In a wide-ranging conversation, we speak to Charlie about:

• Going out on his own and launching Viola Private Wealth
• His foundational principles of portfolio construction
• Best practice for educating clients and bringing them on the journey
• How the Viola team assess emerging asset classes

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Basis Points would not be possible without the support of our three launch partners:

• Orbis - Invest differently
• Milford Asset Management - Invested in the outcome
• CBOE - local market, global opportunities

Thank you to all three partners for helping us keep all of our content free and accessible.

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Want more Basis Points?

• Sign up to the Basis Points email
• Join the conversation on LinkedIn
• Watch all episodes in full and relive some of our favourite clips on YouTube

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In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points 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. 

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Basis Points 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.

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