Glen speaks to Tahn Sharpe from Professional Planner about how advisers should be taking the opportunity to celebrate their inclusivity and review the way they interact with their LGBTI clients. Glen and Jess believe advice firms don’t need to be explicit in their support for the LGBTI (lesbian, gay, bisexual, transgender and intersex) community, but would be well-served by conveying an inclusive outlook.
“You don’t have to say that you want to work with LGBTI people on the homepage of your website,” Glen says, “but make sure that someone who was part of that community would know that you work with anybody, regardless of their orientation or background.”
“The way we position our business is to ensure that we’re inclusive of everybody in the community regardless of gender, sexual orientation or ethnicity,” he explains. “Financial advice is personal and people want to ensure that they’re coming through a non-judgemental environment.”
The inclusivity issue is one Glen says extends to staff and clients. He works extensively with Out for Australia – a group whose mission is to provide role models and mentors for “aspiring LGBTI professionals” – and wants to encourage people to feel confident in bringing their “whole selves” to work.
Read more insights from our experts
A Divorce, a Resignation Letter, and a Boarding Pass: The Art of Starting Over (in NYC🗽)
What do you do when the world falls apart? In short: Facing a divorce, career pivot and global pandemic head on, Danica did what...
No Fomo: A Market Update with Vanguard 📉📈
At Fox & Hare, the advice over 2025 has been largely consistent: ignore the noise, trust the plan, and stay the course. But in...
No Fomo: A Market Update with Betashares 📉📈
What happened with your portfolio in 2025? It goes without saying this year has been a wild ride. From the re-election of Donald Trump...
Christmas Money: 4 Strategies for 0 Financial Regret this Festive Season.
Last year, Australian shoppers poured $11.8 billion into the holidays. As a result, millions of them walked into January significantly poorer and/or burdened with...
Your First Home, Sooner: A Guide to Albo’s 5% Deposit Scheme
Can the Home Guarantee Scheme Help you Bypass the 20% Deposit? For many Australians, the dream of homeownership quickly turns into a scramble to...