![]() Ian McDermott Director, imac legal & compliance pty ltd
IAN MCDERMOTT | FRIDAY, 9 APR 2021 It should be such an easy thing to do - after all, it's what financial advisers get paid to do. i.e. provide their advice to clients in a written statement (or record) of advice. Read more IAN MCDERMOTT | FRIDAY, 14 DEC 2018 Have you noticed how every other day it seems there is a new call for advisers to be individually licensed, as if individual licensing is a panacea to the industry's current ills? 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.








