How this adviser built a $600m business in less than a decade

About this episode

In this episode, Ally Selby interviews Candice Bourke about building a $600 million advice business and strategies for capturing intergenerational wealth.

$3.5 to $5 trillion is set to change hands in Australia by 2034. For advisers, this is a once-in-a-generation client acquisition opportunity. In this episode, Ally Selby sits down with Candice Bourke, Senior Investment Adviser at Shaw & Partners, who has built a $600 million advice business alongside Felicity Thomas. Candice how advisers can position themselves to capture intergenerational wealth- particularly as more women take an active role in their financial future. She also unpacks how she’s guiding clients through today’s market volatility, including her “traffic light” framework for decision-making, and why communication, not portfolio changes, is often the most valuable lever in uncertain times In this episode: 00:00:00 The $5 Trillion Wealth Shift 00:02:57 Scaling A $600 Million Book 00:05:25 Closing The Gender Wealth Gap 00:07:58 Capturing The Next Generation 00:12:01 AI Versus Human Advice Edge 00:15:40 Investing Through Market Chaos 00:20:12 What Clients Need Most Now This episode was recorded 23rd March 2026 ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to…

People in this episode

Host: Ally Selby

Guest: Candice Bourke

Topics covered

• intergenerational wealth
• financial advice
• market volatility
• gender wealth gap
• client communication
• investment strategies

Keywords

• wealth shift
• advisers
• financial future
• traffic light framework
• market chaos
• client care
• CPD points

Mentioned in this episode

Organizations: Shaw & Partners, Financial Advice Association of Australia

Places: Australia

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