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.
 Advisers can keep clients healthyPreventative health is a catalyst for overall wellbeing. There's no question that early diagnosis can be extremely beneficial to overall long-term health ...  Turning pointFinancial planners were helping Australians through stressful situations long before COVID-19. But the positive stories about financial planners were ...  Investigating licence optionsIn 2019 my business, Progressive Financial Solutions (PFS), was in search of a new licensee after our bank-owned licensee announced it would be closing ...  Return for effort (yours)Running a business can be hard work. There seems to be a thousand things to deal with (all of them urgent), you've invested a lot of your time, effort ...  There's something in the air that's not a virusThere's something in the air tonight and for once it's not COVID-19.  Considering self-licensing?Whenever there is disruption in the financial advice industry, such as the exit of some of the larger institutions from the industry seen in the last ... Skew you guys, I'm going homeAnyone who is a close reader of these columns knows what a sucker/well-informed expert I am for a fresh way of analysing fund performance.  Who rules the world? Paraplanners!If tech and digital advice are going to rule the 'new' world of advice, who will run it? It is a question I ask of paraplanners regularly. Let's ...  How to find the right licenseeThe financial advice industry in Australia is in the midst of a once in a generation period of upheaval and change, which has forced many advisers to ...  The income conundrum for retireesWith central bankers around the world committing to keep interest rates low for many years to come, this creates an issue for retirees looking for income. |
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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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