 Judith Fiander Chief Executive, Australian Philanthropic Services
JUDITH FIANDER | FRIDAY, 20 SEP 2024 Financial advisers are in the box seat to assist clients with their philanthropy, yet a lot still don't raise the topic with clients. Read more PAGE: 1 |
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Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
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Why philanthropy is an important conversation advisers should have with clients
Financial advisers are in the box seat to assist clients with their philanthropy, yet a lot still don't raise the topic with clients.
