![]() Bryan Ashenden Head of Financial Literacy and Advocacy, BT
BRYAN ASHENDEN | FRIDAY, 21 MAR 2025 This article explores the intersection of estate planning and ethics, highlighting key challenges, best practices, and the broader implications for financial professionals and their clients. Read more BRYAN ASHENDEN | FRIDAY, 7 JUN 2024 Whilst financial advisers tend to contact us about technical topics, their questions on superannuation, tax and social security are often in the context of finding savings and increasing income for their mass affluent clients, in the current environ ... Read more BRYAN ASHENDEN | FRIDAY, 19 JAN 2024 Bearish predictions about the Australian property market in 2023 have turned out to be wrong, with population growth and a short supply of housing pushing prices up, especially in capital cities. Read more BRYAN ASHENDEN | THURSDAY, 24 MAR 2022 It has been over two years since it became mandatory for all Australian financial advisers to adhere to the Financial Planners and Advisers Code of Ethics 2019, better known as the Financial Adviser Standards and Ethics Authority (FASEA) Code of Ethics ... Read more PAGE: 1 |
Latest News
Esencia merges with HNW advice practice
A Sydney-based practice advising high-net-worth individuals is merging with Esencia Wealth, adding some 250 clients and two senior advisers to the firm.
SIAA calls for fresh talent amid advice demand
Stockbroking and investment advice firms need to broaden their approach to attracting and retaining talent as the profession prepares for a major shift in clients and wealth, according to a new report from the Stockbrokers and Investment Advisers Association (SIAA).
FEATURE | Digital advice | Interlocking the pieces
Digital advice has become a core offering for wealth managers, yet it confuses many and implementation and use remain fragmented. Before it can achieve aspirations of scale, experts are urging for a better, unified understanding of the offering.
Aperio joins Akumin
Melbourne-based advisory firm Aperio Financial Services has switched licensees and joined Akumin as demand grows among advice practices for support to scale operations and improve efficiency.
Further Reading
Cover Story

Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.








