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
Insignia chief draws 'hard line' on NCAs giving retirement advice
Insignia Financial chief executive Scott Hartley said he draws a hard line when it come to the new class of advisers (NCAs) giving retirement advice.
Entireti launches consulting program for AFSLs
Entireti has launched a new program to support self-licensed firms to design and execute strategic initiatives, while improving performance and competitiveness.
Private credit bodies issue investor protection guidelines
Australia's private credit industry has introduced new voluntary guidance aimed at strengthening lending practices, improving transparency and addressing regulatory concerns around investor protections.
Many advised Aussies feel financially worse off: Report
A new report reflects that despite being advised, almost four in 10 Australians (37%) found themselves in a worse financial position than a year before.
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
What people really want when they say 'financial freedom'
APT Wealth Partners highlights the importance of distinguishing the unique financial freedom desires of each client.
Private markets in Australian wealth management: Impressively diverse and a positive outlook
Australian wealth managers' appetite for private markets is growing as increased product varieties and better access continue to drive adoption.
Are weight-loss jabs creating a new advice opportunity?
Clients who lose weight and improve their health often overlook how the change impacts their retirement dynamics and insurance policies.
How technology is turning tax complexity into client clarity
What used to be a relatively simple back-of-the-envelope calculation is now much more challenging, Morningstar says.
