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Kate Fellows
Paraplanner, The Professional Paraplanner
Expert Feeds Published
Why the paraplanning profession is here to stay
There is much conjecture surrounding the future of paraplanning, and with good reason. With artificial intelligence and machine-learning gaining momentum, and FASEA and the Royal Commission changes afoot ...
Latest News
AFA expands support for paraplanners
ELIZABETH MCARTHUR
The Association of Financial Advisers (AFA) launched a new community of practice for paraplanners.
FPA launches Tinder for advisers
ELIZABETH MCARTHUR
The Financial Planning Association of Australia has launched a new online service to match Australians with their ideal financial adviser.
Average Aussie $560k richer with advice
ELIZABETH MCARTHUR
According to the new Value of an Adviser report by Russell Investments, financial advisers deliver value of at least 4.4% or more every year to their clients beyond investment-only advice.
Advice associations weigh in on member interests bill
HARRISON WORLEY
The peak bodies representing financial advisers have taken similar positions on the Government's latest round of superannuation reforms.
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From the ground up
SUSANNE DAHN
EXECUTIVE DIRECTOR
PITCHER PARTNERS INVESTMENT SERVICES PTY LTD
In the late 1990s, Sue Dahn marched into a mid-tier accounting practice and did the unthinkable; taking a blank canvas and transforming it into a $5 billion wealth management business. Jamie Williamson writes.
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