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NETWEALTH INVESTMENTS | THURSDAY, 4 JUL 2024 In the first instalment of this series, we explored the diverse segments of advised Australians based on age and affluence, uncovering their unique preferences and financial goals. Read more NETWEALTH INVESTMENTS | FRIDAY, 31 MAY 2024 Segmenting can provide additional insight for firms trying to define what is important to their clients. In this article, we dive into the three key client segments identified in the annual Advisable Australian research conducted by Netwealth, and investigate ... Read more NETWEALTH INVESTMENTS | FRIDAY, 24 APR 2020 A spate of changes over the past several years has impacted self-managed superannuation funds (SMSFs) with increasingly onerous responsibilities. As a result, investors seem to be taking a closer look at the possibility of transitioning from their existing ... Read more NETWEALTH INVESTMENTS | TUESDAY, 3 NOV 2015 A Managed Account can solve a number of practice inefficiencies for those licensees that are willing to spend time working through compliance, structure and due-diligence processes. Read more PAGE: 1 |
Latest News
ASIC bans advisers for dodgy Shield Master Fund advice
|Two former MWL Financial Services financial advisers who invested clients' superannuation in the Shield Master Fund have copped bans from the regulator.
Findex partners with brokerage firm to deliver 'best-in-class' service
Findex is entering a joint venture with Ortus Financial to bolster its expertise and breadth of its service.
ASIC funding levy to charge advisers $46.2m
The financial advice sector can expect to contribute $46.2 million to ASIC's industry funding levy for the 2025 financial year, new estimates show.
ASIC releases new relief for reportable situations regime
ASIC has provided AFSLs new reliefs to help them manage the reportable situations regime, which includes extending the length of investigations reportable from 30 days to 60 days.
Further Reading
Cover Story

Moving mountains
MAGDELINE JACOVIDES
FOUNDER & FINANCIAL PLANNER
MAZI WEALTH
FOUNDER & FINANCIAL PLANNER
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.