![]() Jonathan Steffanoni Managing Partner, QMV Solutions Pty Ltd (at time of writing) Jonathan Steffanoni is a lawyer, principal consultant - legal and risk at QMV and a Fellow of ASFA. He advises and consults on a broad range of projects with Australia's most prominent superannuation funds. Jonathan has completed a Juris Doctor, Diploma in Financial Services, and Graduate Diploma in Legal Practice. He also holds undergraduate degrees in Business and Arts.
JONATHAN STEFFANONI | FRIDAY, 24 MAR 2017 It is paramount that retirement income systems and the advisers, trustees and other fiduciaries responsible for their management strike a fine balance between individual freedom and subtle nudges or paternalistic interventions. 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.
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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.
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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.








