![]() Scott Charlton Coaching Director, Slipstream Coaching Pty Ltd (at time of writing)
SCOTT CHARLTON | THURSDAY, 22 MAR 2018 Traditionally, financial planners' focus has been getting new clients on a recurring revenue arrangement as soon as possible. If any regard has been given to the fee for initial advice, it has been in the context of "They won't (much) pay for that". ... Read more SCOTT CHARLTON | FRIDAY, 9 FEB 2018 How you can learn from two radically different leaders and take your firm to the next level. Read more PAGE: 1 |
Latest News
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.
TA Associates invests in Viridian Financial Group
TA Associates announced it will make an undisclosed investment in Viridian Financial Group to help the latter accelerate its next phase of growth.
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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.