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.
 Stop calling product recommendations adviceWould you regard a product recommendation from a Toyota dealer or Apple store as advice? Do you think bias makes a recommendation less valuable? Do you ...  It's time to fix our complex, costly regulatory frameworkThe biggest challenge impacting financial planning businesses today is not retaining clients or attracting new business, but the overly complex regulatory ...  How to support your clients and yourselfIt is well known that mental health plays a crucial role in holistic health and wellbeing, and that making small improvements in day-to-day activities ...  Is this time really different?The great investor Sir John Templeton once said, "The four most expensive words in the English language are 'This time it's different.'"  A switch to wholesale clients could backfireYou have to wonder when the 'wholesale investor' and 'sophisticated investor" definitions will be reconsidered by ASIC - but here's an interesting ...  Managed accounts and FASEAI've always enjoyed irony, so the irony wasn't lost on me when I first read Standard 3 of the FASEA Code of Ethics (Standard 3). It's ironic ...  The new normal for financial advisersDuring these unpredictable times, it's understandable that people are feeling high levels of uncertainty. All aspects of our lives - from health, work ...  Why mentoring mattersIt's been a year unlike no other we've experienced. The financial planning profession has had an unprecedented year of change and as a result ...  Are you ready for a high net wealth divorce?COVID 19 is driving up divorce rates across the country and family law offices expect the numbers to keep surging over the coming months.  The challenge in succession planningGiven that Lifespan has recently achieved the milestone of 25 years as a provider of licensee services, it comes as no surprise that over the years we ... |
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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 ...
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