Pocket Adviser Education

Learn everything you need to know about the stock market, from the basics to fundamental analysis and portfolio management.

What is the Financial Advice Gap?

What is the Financial Advice Gap?

Rising cost of living and falling adviser numbers are creating a financial advice gap. What exactly is it, what's causing it, and what can be done about it?

Lachie Duncan
by Lachie Duncan
Jun 2, 2025

Stock Market Basics

Investing 101
Investing 101

What is investing and why should you bother doing it?

Lachie Duncan
by Lachie Duncan
Stock Market Basics
Stock Market Basics

What are you getting when you buy a stock?

Lachie Duncan
by Lachie Duncan
Exchanges & Auction Pricing
Exchanges & Auction Pricing

How do you actually buy and sell stocks?

Lachie Duncan
by Lachie Duncan
Dividends & Share Buybacks
Dividends & Share Buybacks

How do companies reward their shareholders?

Lachie Duncan
by Lachie Duncan
Tax Basics
Tax Basics

From Capital Gains Tax to Franking Credits, learn how tax works in the stock market

Lachie Duncan
by Lachie Duncan
Risk and Reward
Risk and Reward

Understand the relationship between risk and reward

Lachie Duncan
by Lachie Duncan
Efficient Market Hypothesis
Efficient Market Hypothesis

Learn about the Efficient Market Hypothesis and why it is so hard to beat the market.

Lachie Duncan
by Lachie Duncan

Exchange Traded Funds

Exchange-Traded Funds (ETFs)
Exchange-Traded Funds (ETFs)

What are ETFs and why you are probably better off in them?

Lachie Duncan
by Lachie Duncan
Researching ETFs
Researching ETFs

How do you decide which ETFs to buy?

Lachie Duncan
by Lachie Duncan
How to Build a Portfolio of ETFs
How to Build a Portfolio of ETFs

How to build a portfolio that is aligned with your investment needs

Lachie Duncan
by Lachie Duncan

Portfolio Management

Diversification
Diversification

Why you shouldn't put all your eggs in one basket

Lachie Duncan
by Lachie Duncan
Dollar Cost Averaging
Dollar Cost Averaging

How to reduce risk my spreading your purchases over time

Lachie Duncan
by Lachie Duncan
Circle of Competence
Circle of Competence

How what you already know can help you beat the market

Lachie Duncan
by Lachie Duncan

Fundamental Analysis

Intro to Fundamental Analysis
Intro to Fundamental Analysis

How to analyse businesses using fundamental analysis

Lachie Duncan
by Lachie Duncan
Business 101
Business 101

What are the common qualities that good businesses share?

Lachie Duncan
by Lachie Duncan
The Income Statement
The Income Statement

What do revenue, income, and earnings per share mean?

Lachie Duncan
by Lachie Duncan
The Balance Sheet
The Balance Sheet

Assets, liabilities, and shareholder's equity

Lachie Duncan
by Lachie Duncan
Cashflow Statement
Cashflow Statement

What is cashflow and why is it possibly the most important financial metric?

Lachie Duncan
by Lachie Duncan
Valuation Ratios
Valuation Ratios

What is intrinsic value and how do we measure it?

Lachie Duncan
by Lachie Duncan
Efficiency Ratios
Efficiency Ratios

How to measure the profitability and efficiency of a company

Lachie Duncan
by Lachie Duncan
Health Ratios
Health Ratios

How to measure the financial health of a company

Lachie Duncan
by Lachie Duncan
Analyst Forecasts & Company Guidance
Analyst Forecasts & Company Guidance

How to predict the future?

Lachie Duncan
by Lachie Duncan

Macroeconomics

GDP & Economic Cycles
GDP & Economic Cycles

What is the economic cycle and how do we measure it?

Lachie Duncan
by Lachie Duncan
Inflation & Unemployment
Inflation & Unemployment

What is inflation and how does it effect the stock market?

Lachie Duncan
by Lachie Duncan