 Dante De Gori Chief Executive Officer, Financial Advice Association Australia (at time of writing)
DANTE DE GORI | WEDNESDAY, 31 MAR 2021 Time to face the facts: financial advice is a loss-making activity for many of the largest operators in the country. Read more DANTE DE GORI | FRIDAY, 4 DEC 2020 Financial planners were helping Australians through stressful situations long before COVID-19. But the positive stories about financial planners were seldom told before 2020. Good news about the profession was inconsistent with the negative narrative ... Read more DANTE DE GORI | THURSDAY, 20 AUG 2020 The biggest challenge impacting financial planning businesses today is not retaining clients or attracting new business, but the overly complex regulatory system stifling productivity. Read more DANTE DE GORI | FRIDAY, 19 JUL 2019 There is absolutely a future for the profession of financial planning. The opportunities and the need for financial advice by Australians and, frankly, by most citizens around the world is without question. Read more DANTE DE GORI | THURSDAY, 10 JUL 2014 The new financial year has arrived with a bang for financial planners with the Tax Agent Services Act 2009 (TASA) regime now applying to the profession. Read more PAGE: 1 |
Latest News
ASIC releases new relief for reportable situations regime
ASIC has provided AFSLs new reliefs to help them manage the reportable situations regime, which includes extending the length of investigations reportable from 30 days to 60 days.
TA Associates invests in Viridian Financial Group
TA Associates announced it will make an undisclosed investment in Viridian Financial Group to help the latter accelerate its next phase of growth.
Shaw and Partners splashes $63m for New Zealand expansion
Shaw and Partners Financial Services, a subsidiary of EFG International, has acquired a 75% stake in Auckland-based Investment Services Group (ISG) for NZ$67.5 million ($62.5m).
4600 relevant providers yet to meet qualification standards: ASIC
More than 4600 relevant providers have yet to meet qualification standards, according to ASIC, and have only six months to meet the deadline.
Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER & FINANCIAL PLANNER
MAZI WEALTH
FOUNDER & FINANCIAL PLANNER
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.
Expert Feed
The need to achieve real scale in advice - and serve all Australians
One of the great social challenges in financial services today is the millions of everyday Australians who want and need financial guidance but cannot ...
Are US assets becoming less desirable?
There has been so much commentary, including by us, on the twists and turns of US trade policy - notwithstanding the latest 90-day truce with China - ...
Listed private equity: A strategic opportunity amid global market dislocation
The sharp escalation in global trade tensions in 2025 has injected a fresh layer of volatility into capital markets.
How to manage the rise of 'early' inheritances
For decades, financial advice around wealth transfers has largely focused on estate planning and the distribution of assets after death. However, a significant ...
