About the Author

Brad Fox
Brad Fox
Professionalisation Projects, Association of Financial Advisers (at time of writing)

Articles by Brad Fox

Showing 1 to 4 of 4 articles:
Brad Fox
BRAD FOX  |  THURSDAY, 6 AUG 2020
You have to wonder when the 'wholesale investor' and 'sophisticated investor" definitions will be reconsidered by ASIC - but here's an interesting thought - most people expect the asset/income limits to be a Wholesale client to be raised ...but ... Read more
Brad Fox
BRAD FOX  |  WEDNESDAY, 4 JUL 2018
An estimated 16,000 current financial advisers don't hold a relevant degree under the draft FASEA guidelines released for consultation in March 2018. That is two out of every three advisers currently listed on ASIC's Financial Adviser Register. Futures ... Read more
Brad Fox
BRAD FOX  |  WEDNESDAY, 6 JUN 2018
If you own a financial planning practice or AFSL then you must be asking yourself questions with increasing urgency about what the future holds for you, your clients, and your business. Read more
Brad Fox
BRAD FOX , REBECCA SHEILS , ADAM TUCKER , RICHARD DUNKERLEY  |  THURSDAY, 10 JUL 2014
Advisers need to find the right mix when they communicate with clients. Communication strategies must be tailored to the age and the profile of each client. Read more
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