 Sonia Cruz Head of Licensing, The Fold Legal (at time of writing)
SONIA CRUZ | FRIDAY, 22 MAY 2020 By Sonia Cruz and Nicholas Pavouris Read more SONIA CRUZ | FRIDAY, 5 JUL 2019 ASIC rejects 30% of AFS licences applications and 24% of credit applications. This article explains why it rejects applications and gives tips on how to avoid becoming a statistic. Read more CLAIRE WIVELL PLATER , SONIA CRUZ | FRIDAY, 19 OCT 2018 There are four things that you need to do after 1 July 2013 when providing personal advice to retail clients - in addition to the disclosure requirements. The four things include (note: the italicised items are new) Read more PAGE: 1 |
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Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
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FOUNDER & MANAGING DIRECTOR
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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.
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