Upcoming webinar

More than one path: real stories and career pathways in financial advice

Tuesday 1 September 2026

12:00pm – 1:00pm AEST

Up to 1 CPD hour available 

Register now

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Session Overview

The financial advice profession offers a diverse range of career pathways, yet entry and progression can feel unclear for students, early-career professionals, and career changers. This webinar brings together a panel of both experienced and aspiring financial planners who have pursued both traditional and non-traditional pathways within the profession.

Through a series of short presentations and a facilitated discussion, speakers will share their personal journeys, including experiences with CFP certification, transitioning into advice from other careers, and contributing to pro-bono and community-based financial advice initiatives.

Attendees will gain practical insights into the evolving landscape of financial planning, including emerging specialisations, study pathways, and strategies for overcoming common barriers to entry. The session is designed to demystify career progression in financial advice, highlight the breadth of opportunities available, and provide actionable guidance for those at the early stages of their professional journey.

Meet your speakers

Aden Wilkins

Wealth Adviser, Capital Partners

Aden has always been fascinated by psychology and understanding what makes people tick – their goals, their motivations – as a foundation for financial advice. In other words, he was on board with our client-first ethos before he even joined us.

Today, as part of a team that shares Aden’s commitment to continual improvement and making a positive difference in clients’ lives, he loves building relationships with clients and developing a deep understanding of what they want to achieve, and why. For Aden, this is the key to guiding people on a financial path to their life goals.

With impressive financial planning expertise and a huge appetite for extending his skills even further, Aden is the perfect Capital Partners team player and emerging leader. He is the co-host of The Purposeful Investor podcast and relishes his opportunity to make financial guidance accessible to all. In his spare time, Aden enjoys spending time with family and socialising with friends.

Daniel Thompson

Founder & Financial Adviser, New Era Financial Planning

Having grown up and lived in different parts of Australia, from the outback to the city, Daniel found that one thing that was common to many: financial problems. He decided that he wanted to help and educate people in this area to alleviate as much of these stresses as possible, and he is building New Era Financial Planning to de exactly that.

Life can be complex, while at the same time there have never been as many opportunities as we have now. Their aim is to help people simplify their money so they can focus on what they do best and what really matters to them.

Jessie-Lee Curtis

Professional Year Candidate (Q1), BWC Wealth Partners

Jessie is an aspiring financial adviser that has completed her Bachelor of Commerce, majoring in Accounting and Financial Planning. She passed the financial adviser exam ahead of graduating, with a clear focus on accelerating her journey into the profession.

Jessie draws on her background in accounting, prior experience in banking, and a proactive approach to learning — having immersed herself in the profession through events, networking, and an internship — to build a strong foundation in financial advice.

Jessie has served on the FAAA Emerging Professionals Committee and is passionate about supporting new entrants and career changers as they navigate the early stages of their advice careers. A 2025 finalist for Women in Wealth’s Graduate of the Year, she is dedicated to increasing the visibility and participation of women in financial advice.

Kirra Sharrock CFP®

Wealth Adviser, Bravium

Kirra understands how easy it is for financial well being to be deprioritised, particularly for busy professionals and families.  She works closely with clients to help them stay focussed on what matters most.

Having worked across many areas of financial advice – from administration and paraplanning through to advising – Kirra brings a thoughtful, transparent and people-first approach to every relationship.  She values trust, education, and long term partnerships.

She is also deeply involved in industry advocacy and pro-bono advice, reflecting her belief that quality financial advice should be accessible and ethical.

Outside of work, Kirra is a wife and Mum who enjoys cooking, learning, reading, and podcasts, and is proud to be part of a team helping clients build a life well lived.