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
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.







