Dr Rebecca Sheils Director, Beddoes Institute (at time of writing)
REBECCA SHEILS , ADAM TUCKER | THURSDAY, 11 DEC 2014 For advice to be truly effective, advisers must become proficient at identifying which segment their clients fall into and then know how to deliver on the unique needs of each segment. Read more BRAD FOX , REBECCA SHEILS , ADAM TUCKER , RICHARD DUNKERLEY | THURSDAY, 10 JUL 2014 Advisers need to find the right mix when they communicate with clients. Communication strategies must be tailored to the age and the profile of each client. Read more PAGE: 1 |
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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.