![]() Robert Talevski Managing Director, Activam Group Pty Ltd (at time of writing) Robert Talevski is an accomplished investment management professional with nearly 30 years of experience in investment management and advisory activities across large institutional investors. In addition to being managing director of Activam Group, Robert leads the investment management team, responsible for asset allocation strategy, investment manager recommendations, and the portfolio construction process. He has a Bachelor of Business (Accounting & Law) from Victoria University and a Graduate Diploma of Applied Finance & Investment from the Financial Services Institute of Australia (FINSIA).
ROBERT TALEVSKI | TUESDAY, 21 AUG 2018 The hearings held as part of the Financial Services Royal Commission in the first half of 2018 will almost certainly prove to be a watershed moment for the financial advice industry. Read more PAGE: 1 |
Latest News
Esencia merges with HNW advice practice
A Sydney-based practice advising high-net-worth individuals is merging with Esencia Wealth, adding some 250 clients and two senior advisers to the firm.
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Stockbroking and investment advice firms need to broaden their approach to attracting and retaining talent as the profession prepares for a major shift in clients and wealth, according to a new report from the Stockbrokers and Investment Advisers Association (SIAA).
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Digital advice has become a core offering for wealth managers, yet it confuses many and implementation and use remain fragmented. Before it can achieve aspirations of scale, experts are urging for a better, unified understanding of the offering.
Aperio joins Akumin
Melbourne-based advisory firm Aperio Financial Services has switched licensees and joined Akumin as demand grows among advice practices for support to scale operations and improve efficiency.
Further Reading
Cover Story

Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.








