 Dr Jeffrey Scott Head of Advice Strategy, MetLife Insurance Limited Scott has more than 25 years' experience in financial services. His qualifications include: Certified Financial Planner, SMSF Specialist Adviser, Bachelor of Mathematics, Master of Arts, Master of Education, Master of Taxation Law, and is currently completing a PhD.
JEFFREY SCOTT | FRIDAY, 5 FEB 2021 Advisers are often asked whether or not a client should own their total and permanent disability (TPD) policy individually (self-owned) or have it structured via a superannuation fund where they are a member. When comparing the pair, the answer may ... Read more JEFFREY SCOTT | TUESDAY, 25 MAR 2014 Insurance in superannuation will have significant changes over the next 12 months and we examine carefully three of these changes to help you prepare for them. Read more JEFFREY SCOTT | TUESDAY, 1 JAN 2008 Trauma insurance commenced on 6 October 1983, when Dr Marius Barnard helped launch the first policy in South Africa. The policy was designed to help clients pay for medical expenses associated with heart surgery (Marius and his brother Christian performed ... Read more PAGE: 1 |
Latest News
NCAs unlikely to solve retirement advice gap: HUB24, CFS
|HUB24 and Colonial First State (CFS) say the New Class of Advisers (NCA) will unlikely solve the retirement advice gap Australians face, noting the focus needs to be on helping reduce friction for those with complex advice needs.
Advised cover faces claims data test
Group superannuation insurance appears to outperform individual advised cover on some claim's measures, raising questions about the value of advice when it comes to protecting clients against disability.
ASIC stalls Sequoia bid to ditch cross guarantee deed
ASIC is again putting up roadblocks to Sequoia Financial Group's attempt to revoke the deed of cross guarantee with InterPrac Financial Planning, asking more questions and requesting more information before the group rids itself of all liabilities arising from the Shield and First Guardian disaster.
Praemium's new leadership toughens earnings yardstick
Praemium's new leadership will be keeping a close eye on costs, with new chief executive Denis Orrock noting he will make sure the technology upgrade underway translates into stronger earnings and better returns for shareholders.
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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
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.
Why Australia's financial advisers will be more valuable in 10 years, not less
Despite a rise of innovative solutions across the wealth management sector, financial advisers will prove valuable for in-person advice.
What America's $1 trillion direct indexing boom tells us about the evolution of MAs
What Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
