 Dawn Thomas Senior Wealth Adviser, The Wealth Designers
DAWN THOMAS | TUESDAY, 28 MAR 2023 Being given someone's trust is an absolute privilege, and one of the most rewarding aspects of a career in financial advice. It is also a cornerstone of the adviser-client relationship, and critical to the ability of advisers to deliver the best possible ... Read more DAWN THOMAS | TUESDAY, 21 JUL 2020 During these unpredictable times, it's understandable that people are feeling high levels of uncertainty. All aspects of our lives - from health, work and finances to socialising and the way we perform menial tasks - are being impacted in different ... Read more DAWN THOMAS | WEDNESDAY, 8 APR 2020 I ended up in mandatory self-quarantine at home after a very ill-timed trip to Bali. We left on March 13, at a time when it was still ok to fly. Read more DAWN THOMAS | MONDAY, 9 MAR 2020 While it can feel accidental, goals often materialise due to meticulous planning. Read more DAWN THOMAS | FRIDAY, 31 JAN 2020 There are statements that most reasonable people will agree on in regards to female centric issues. Read more DAWN THOMAS | FRIDAY, 10 AUG 2018 What do you do?" queried the doctor at my local medical centre. 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.
Expert Feed
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
The importance of purpose-driven team meetings
A purpose-driven meeting can provide "clarity, accountability and engagement" within a financial planning practice.
Not all private credit risk is created equal
Advisers and investors need to look beyond headline yields and assess the structure, security and manager capability behind each strategy.
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
