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Sonia Cruz
Head of Licensing, The Fold Legal
Expert Feeds Published
Five reasons ASIC will reject your licence application
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. In 2017/2018, ASIC approved ...
Articles Published
Everything you need to know about best interests duty
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 ...
Latest News
FPA launches Tinder for advisers
ELIZABETH MCARTHUR
The Financial Planning Association of Australia has launched a new online service to match Australians with their ideal financial adviser.
Average Aussie $560k richer with advice
ELIZABETH MCARTHUR
According to the new Value of an Adviser report by Russell Investments, financial advisers deliver value of at least 4.4% or more every year to their clients beyond investment-only advice.
Advice associations weigh in on member interests bill
HARRISON WORLEY
The peak bodies representing financial advisers have taken similar positions on the Government's latest round of superannuation reforms.
Adviser association rebrands, grows membership
KARREN VERGARA
The United Financial Advisers Association has re-emerged to grow its membership to 2500 advocating for several reforms in the advice sector.
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From the ground up
SUSANNE DAHN
EXECUTIVE DIRECTOR
PITCHER PARTNERS INVESTMENT SERVICES PTY LTD
In the late 1990s, Sue Dahn marched into a mid-tier accounting practice and did the unthinkable; taking a blank canvas and transforming it into a $5 billion wealth management business. Jamie Williamson writes.
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Kate Howitt
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Sonia Cruz
Head of Licensing
FS Advice
John Dyall
Head of Investment Research
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