Sam Rubin is the Technical Services Manager for IOOF's Technical Adviser Solutions Department. He is responsible for the technical support tools available to financial advisers. His role incorporates a number of services ranging from technical and strategy advice to advisers via publications and presentations, to guest speaker at licensees' professional development days and industry seminars. Sam's past experience includes time as Technical Services Manager where he was responsible for providing technical financial planning and strategy presentations to financial advisers. He was responsible for the publication of various financial planning articles and responsible for the licensee training in SMSF and salary packaging. He has completed the CPA program and is a member of CPA Australia. He has also completed the Graduate Diploma in Financial Planning with the Securities Institute and has a Bachelor of Business degree majoring in accounting.

Australia's generation X and Y are now getting married and having children later compared to their parents' generation. From 1975 to 1980 the average age for mothers having their first child was 24.55 years of age. From 2000 to 2005 the average ... Read more

This paper focuses on how bond investments can assist financial planners meet all their clients' objectives by incorporating bonds into their client's financial planning strategies. Bonds offer investors a tax paid investment vehicle which is ... Read more