The cost of regulationBY KARREN VERGARA | VOLUME 16, ISSUE 3 The corporate regulator justified the staggering 160% jump in the adviser levy, from the time it was introduced in 2017-18, as a consequence of advisers abandoning the industry. Get articles like this delivered to your email - Sign up for the free weekly newsletter  More Articles |
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Nominations open for 2025 Power50
Nominate now in the 2025 FS Power50.
AFCA urges adviser clarity on SMSF wholesale investor test
The Australian Financial Complaints Authority (AFCA) is urging financial advisers to gain clarity and better understanding on whether the wholesale investor test applies when advising SMSFs.
Increased local, international demand drives practice valuations
The price multiples for financial planning practices have risen as much as 30% in the past 12 months, analysis shows.
Firms rebuffing AFCA determinations should be named: FAAA, professional bodies
The Financial Advice Association Australia (FAAA) and four other professional bodies are urging the Australian Financial Complaints Authority (AFCA) to name and shame financial firms that fail to follow through on a determination as more than 60 have failed to do so.
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Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
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