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About the Author
Sonia Cruz
Head of Licensing, The Fold Legal
Expert Feeds Published
What is a fit and proper person?
By Sonia Cruz and Nicholas Pavouris The 'fit and proper' person test previously only applied to credit licensees - but now it applies to AFS licensees as well. The change is bigger than it looks Previously ...
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 ...
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 requirements. The four things include (note: the italicised ... There ...
Latest News
CountPlus firm makes acquisition
KARREN VERGARA
A CountPlus member firm has acquired the accounting revenues of a boutique advice firm.
Managed accounts inch to $80bn
KARREN VERGARA
Managed accounts assets continue to grow steadily, having hit nearly $80 billion despite setbacks caused by COVID-19.
Advice too expensive, hard to access: FPA
ALLY SELBY
New research has revealed COVID-19 has altered Australian spending behaviour, with more households in a fragile financial position than ever before and facing reduced access to financial advice.
CFS partnership to sustain advice industry
ANNABELLE DICKSON
Colonial First State has entered into a partnership with graduate coaching provider Striver in order to drive graduates into the financial advice industry.
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In safe hands
HUGH ROBERTSON
MANAGING DIRECTOR
CENTAUR FINANCIAL SERVICES PTY LTD
Centaur Financial Services principal adviser Hugh Robertson doesn't need shortcuts. His business is built on a philosophy of sticking to the fundamentals and staying the course. Even with all the curve balls 2020 has to throw, he's confident the tried and true will prevail. Elizabeth McArthur writes.
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Simon Carrodus
Solicitor Director
The Fold Legal
Dawn Thomas
Senior Financial Adviser
Wealthwise
Scott Bunny
Managing Director & Senior Consultant
B & K Consulting
Paul Barrett
Co-Founder
Absolute Wealth Advisors
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