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Cover Story
From the ground up
SUSANNE DAHN
EXECUTIVE DIRECTOR
PITCHER PARTNERS INVESTMENT SERVICES PTY LTD
In the late 1990s, Sue Dahn marched into a mid-tier accounting practice and did the unthinkable; taking a blank canvas and transforming it into a $5 billion wealth management business. Jamie Williamson ...
READ MORE ►
More Stories
Showing 1 to 10 of 13 stories:
More than life
JODIE DOUGLAS
PRINCIPAL
MAD ABOUT LIFE - RISK ADVICE
From car yards to camper trailers, Jodie Douglas' journey to successful financial advice practice owner is like no other. Jamie Williamson writes.
Reality check
PETER NONNENMACHER
DIRECTOR
MACARTHUR FINANCIAL PLANNING PTY. LIMITED
Celebrating 40 years in any job is a remarkable feat and to still love doing what you do after all those years is all the more impressive. Hillross Macarthur's ...
Moving on up
FOX AND HARE
*
ADMIN SPECIAL ACCOUNTS
For an industry so intent on progression, little change has been achieved in recent years. The traditional archetype of a financial adviser still exists ...
Voice for the industry
DEBORAH KENT
DIRECTOR
INTEGRA FINANCIAL SERVICES
If there's one thing that can be said for Australia's advice industry, it's that change is the only constant. And nobody knows this better than Integra ...
Planning your future
MARC BINEHAM
MANAGING DIRECTOR
NOALL & CO
Renowned management consultant and author Peter Drucker famously said that "culture eats strategy for breakfast". He also once said that organisations ...
A novel idea
PEITA DIAMANTIDIS
MANAGING DIRECTOR
CABOODLE FINANCIAL SERVICES
Citing the author behind books turned major Hollywood productions like The Big Short and Moneyball as her biggest inspiration, Caboodle Financial Services ...
Quantum mechanics
QUANTUM FINANCIAL
*
ADMIN SPECIAL ACCOUNTS
Their level of knowledge and expert opinion across all aspects of financial matters has seen them gain an almost celebrity-like status. Quantum Financial's ...
Out of the box advice
DARREN JOHNS
PRINCIPAL
ALIGN FINANCIAL PTY LTD
Align Financial's Darren Johns is no stranger to doing things differently. Here, the 2016 AFA Adviser of the Year talks to Jamie Williamson about how straying ...
Power of social
AMANDA CASSAR
DIRECTOR
WEALTH PLANNING PARTNERS PTY LTD
In 2015, Amanda Cassar travelled to Uganda as part of the Hunger Project. She talks to Jamie Williamson about how the experience shaped her approach to ...
Advice from abroad
BRETT EVANS
MANAGING DIRECTOR
ATLAS WEALTH MANAGEMENT PTY LTD
FS Advice spoke with Atlas Wealth Management managing director Brett Evans, an adviser who thrives on providing advice to expats all over the world.
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Latest News
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Bravura Solutions has acquired Midwinter for $50 million.
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Cover Story
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From the ground up
SUSANNE DAHN
EXECUTIVE DIRECTOR
PITCHER PARTNERS INVESTMENT SERVICES PTY LTD
In the late 1990s, Sue Dahn marched into a mid-tier accounting practice and did the unthinkable; taking a blank canvas and transforming it into a $5 billion wealth management business. Jamie Williamson writes.
READ MORE ►
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