![]() Dawn Thomas Senior Financial 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
Count shutters limited-advice business, slips in size ranking
Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.
Centrepoint Alliance acquires two advice firms
Centrepoint Alliance will acquire Queensland financial advice practices Cairns Wealth and Pinnacle Wealth for $3 million from Astute Financial Management.
Small pocket of failed measures can 'blow the entire business': Anderson
FAAA general manager of policy, advocacy and standards Phil Anderson warned licensees to improve their control measures for authorised representatives to avoid any unintended consequences.
AFCA puts InterPrac determinations on ice
The Australian Financial Complaints Authority (AFCA) is pausing all InterPrac Financial Planning-related determinations as court proceedings instigated by the latter are underway.
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Cover Story

Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
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.








