A never ending story of leviesBY PHIL ANDERSON | TUESDAY, 4 AUG 2026 2:57PM The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of levy hikes.
 Breaking the bias in financial adviceIn celebrating the 2022 International Women's Day, we asked experts in financial advice and life insurance about what it means to #BreakTheBias and ...  Why scale and financial literacy can save the advice industryAustralia's financial services industry is quite literally facing a problem of national significance that has adverse implications for the industry's ...  When it comes to cash, the cliché is kingAs an adviser, investing clichés seem a dime a dozen. But the reason they stick around so long is that often, they're true. With so much cash on ...  How the experience pathway can be improvedI have been a practising financial planner for over 10 years, with the majority of this practice being as a self-employed financial planner.  What are clients' biggest concerns this year?After the last two years of lockdowns and restrictions to travel, clients have been telling me they've found it so easy to save their money.  How to reduce client book migration time by 35%Businesses are struggling with the burden of fulfilling ASIC's Know Your Client obligations in situations where multiple clients simultaneously require ...  Time travel questions from an eight-year-oldOur eight-year old asks lots of questions about time travel. Would I rather travel to the future or the past? And why?  Stocks to buy when you can't buy anything in the supermarketWelcome to the shortage economy. As we enter into the third year of the pandemic, COVID has truly turned the world upside down. Well over a million Australians ...  Reflections on 2021With 2021 done and dusted, it is worth reflecting on the challenges that we all faced last year, but also keep in mind, the hope that we all should have ...  Out of officeShould financial advisers be held to the same ethical standards in their personal and professional lives? If so, how should this be regulated? |
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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.
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A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
When 'diversification' stops being diversified
While many are worried about the dominance of US mega-cap companies, the same trend is also transpiring domestically, creating a concentration issue for ...
Secondaries: Handling a double-edged sword
Secondary transaction volume in private markets continue to hit new highs, as does fundraising for secondaries vehicles. Yet the market presents vulnerabilities ...
Operational alpha: How wealth tech is reshaping fund distribution in Australia
Innovative technology emerging across wealth management is transforming how funds are distributed among financial intermediaries, an expert says.
