 Jennifer Brookhouse Senior Manager Technical Services, MLC Limited Jennifer has over 20 years' experience in technical support assisting advisers and internal stakeholders on the rules, opportunities and considerations in the areas impacting financial planning advice. Jennifer's previous roles included head of technical services at Zurich and national technical manager at ING.
JENNIFER BROOKHOUSE | WEDNESDAY, 25 MAR 2026 The accurate valuation of clients' assets is extremely important as it can impact their tax, social security and aged care outcomes. Read more PAGE: 1 |
Latest News
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.
MUFG expands InvestStream partnership with minority stake
MUFG Retirement Solutions has expanded its partnership with InvestStream by acquiring a minority interest in technology provider.
Count makes 'largest' equity partnership acquisition
ASX-listed Count Group has acquired a majority stake in Skybridge Financial, merely days after snapping up a 30% interest in Brisbane's Apiary Financial.
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.
