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Assyat David
Director, Aged Care Steps Pty Limited
Articles Published
Planning for the third phase of retirement
Retirement planning for baby boomers has provided the foundation for significant growth in the financial services industry. It has underpinned service models, product solutions and growth outcomes. But ... Retirement ...
Latest News
Former adviser cops 12 years in jail
HARRISON WORLEY
A former Brisbane financial adviser will serve at least six years behind bars, after being found guilty of six charges of dishonestly causing detriment to clients to the tune of $5.9 million.
Dealer group shuts after advisers depart
KANIKA SOOD
A dealer group boss decided to close down its Australian Financial Services License after finding it hard to restock advisers with the FASEA education requirements.
ASIC nudges robo-adviser to shutter
ELIZABETH MCARTHUR
A digital advice firm has voluntarily shut down two robo-advice tools after ASIC raised concerns.
CountPlus firm acquires advice boutique
HARRISON WORLEY
A member of the CountPlus network has acquired a boutique financial planning practice.
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Listen to the new wave
GLEN JAMES
SENIOR FINANCIAL ADVISER
IDENTITY MCINTYRE FINANCIAL GROUP
From starting his own business at the tender age of 25 to cutting through the saturated podcast market - nothing is holding Glen James back, and he kind of knows it. Elizabeth McArthur writes.
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Mayflower Consulting Pty Ltd
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Association of Financial Advisers
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