 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
Advised clients more satisfied despite heightened costs: Report
A new report highlighting the value of financial advisers indicates clients are even more satisfied despite a higher cost of seeking advice.
First Guardian victims advance in case against InterPrac
The Federal Court has forced InterPrac Financial Planning to pay two victims of the First Guardian Master Fund that collectively lost a total $465,000.
Frontier Advisers brings Segal Macro, LCP partnership to close
Frontier Advisers, Segal Marco Advisers and Lane Clark and Peacock (LCP) have decided to bring their Global Investment Research Alliance (GIRA) to a close, after 13 years of partnership.
Mulino brings New Class of Advisers to life, guarantees fairer CSLR funding
Assistant treasurer Daniel Mulino will forge ahead with the New Class of Advisers (NCAs) as part of highly anticipated Delivering Better Financial Outcomes (DBFO) reforms and laid out a blueprint of how the Compensation Scheme of Last Resort (CSLR) will be fairer for financial advisers.
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
The bond market's inflation blind spot
While markets have reacted to the latest escalation in the Middle East, longer-term inflation pricing continues to imply that these disruptions will be ...
Confidence to spend: why retirement planning is about more than investment performance
Many retirees face a critical challenge in retirement, and that is how to spend confidently not knowing how long their savings will last.
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 ...
When 'diversification' stops being diversified
While many are worried about the dominance of US mega-cap companies, the same trend is also transpiring domestically, creating a concentration issue for ...
