2020 visionBY JAMIE WILLIAMSON | WEDNESDAY, 27 NOV 2019 5:04PM How am I going to get through 2020? It was the question on everyone's lips at the recent Financial Planning Association of Australia Professionals Congress. We all know the ... Upgrade your subscription to access this article
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MAGDELINE JACOVIDES
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MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
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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.
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Very sound comments by Tim. The advice industry has been subject to a number of changes over the years. Sure, the latest ones are perhaps tougher to embrace, but there is still a future for good advice.
There will always be a future for good advice and the studies will increase your knowledge, we all learn everyday to be a better adviser. However is the financial risk to your business and your personal assets worth providing advice to retail clients? It just seems to me to be non-viable.
I am not at the conference, but good to hear you quoting Tim. He has always been great for a few words of wisdom ..... no great change in that Tim!!!!