Gemma Dale SMSF and Investor Behaviour Director, National Australia Bank Limited Dale is responsible for curating and developing NAB's suite of SMSF solutions across banking and wealth - including product, marketing and distribution. She is a regular media and industry commentator discussing opportunities and legislative developments for SMSF trustees. Prior to this role, Dale was head of technical services at MLC for five years, leading a team comprising twelve technical specialists. This team provided technical support to 2000 advisers within Godfrey Pembroke, Apogee, Garvan, MLC and NAB Financial Planning, as well as independent financial advisers. Prior to joining MLC, Dale was a senior technical manager at Asgard Wealth Solutions and head of technical services at Suncorp.
GEMMA DALE | TUESDAY, 25 MAR 2014 A thorough reading of the Rice Warner report on self-managed super funds (SMSF) reveals that the findings are in fact broadly positive for the SMSF sector. 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.
Further Reading
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.







