![]() Steve Davison Head of Acquisitions and Succession, AXA Financial Planning Limited (at time of writing) Davison is the chief commercial officer at Midwinter Financial Services. He has earned a reputation as a strategic and transformative leader with a diverse and progressive career background spanning digital platforms, SaaS, fintech, financial advice, sales and corporate strategy.
STEVE DAVISON | MONDAY, 27 SEP 2010 Steven Davison is national manager for AXA's GROW program and discusses the many issues that can arise when dealing with this area of business. Read more STEVE DAVISON | SUNDAY, 1 JAN 2006 Many financial advisers associate succession with selling their business and exiting the industry, rather than with building a business that will live beyond its current owners. This lack of planning may stem from the common misconception that succession ... Read more PAGE: 1 |
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Count shutters limited-advice business, slips in size ranking
Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.
Centrepoint Alliance acquires two advice firms
Centrepoint Alliance will acquire Queensland financial advice practices Cairns Wealth and Pinnacle Wealth for $3 million from Astute Financial Management.
Small pocket of failed measures can 'blow the entire business': Anderson
FAAA general manager of policy, advocacy and standards Phil Anderson warned licensees to improve their control measures for authorised representatives to avoid any unintended consequences.
AFCA puts InterPrac determinations on ice
The Australian Financial Complaints Authority (AFCA) is pausing all InterPrac Financial Planning-related determinations as court proceedings instigated by the latter are underway.
Further Reading
Cover Story

Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
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.








