 Paul Tynan Chief Executive Officer, Connect Financial Service Brokers
PAUL TYNAN | FRIDAY, 17 NOV 2023 I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry. Read more PAUL TYNAN | THURSDAY, 16 FEB 2023 The financial services industry dilemma of having sufficient resources and advice practitioners to service the needs of orphan customers is not a new story, it's a crisis that has been around for years. Read more PAUL TYNAN | FRIDAY, 25 FEB 2022 Australia's financial services industry is quite literally facing a problem of national significance that has adverse implications for the industry's viability, competitiveness and most importantly, for the financial health and wellbeing of the Australian ... Read more PAUL TYNAN | FRIDAY, 29 JUN 2018 As the fallout and ramifications of Dover Financial Advisers' demise continue to reverberate following the group's decision to hand back its AFSL, it has exposed the immense flaws in the Australian licensing regime. Read more PAGE: 1 |
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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.
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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.
TA Associates invests in Viridian Financial Group
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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.
Expert Feed
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For decades, financial advice around wealth transfers has largely focused on estate planning and the distribution of assets after death. However, a significant ...
