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Cover Story

Advice for impact

DAVID RAE
FINANCIAL ADVISER
FEDERATION FINANCIAL SERVICES PTY LTD
As social injustices and the errant climate push ethical investing closer to the forefront of client conversations, demand for Federation Financial Services financial adviser David Rae's specialisation ...
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Showing 1 to 10 of 25 stories:

Following the road map

No shame in dreaming

The real deal

In safe hands

MARISA BROOME
PRINCIPAL
WEALTHADVICE.COM.AU PTY. LIMITED
VICTORIA DEVINE
MANAGING DIRECTOR
ZELLA WEALTH PTY LTD
DAWN THOMAS
SENIOR FINANCIAL ADVISER
WEALTHWISE PTY LTD
HUGH ROBERTSON
MANAGING DIRECTOR
CENTAUR FINANCIAL SERVICES PTY LTD
Equipping clients and colleagues with the right tools and guidance can be life changing. As the chair of a major association and principal of Wealthadvice ...
The podcast She's on the Money has become a personal finance juggernaut and catapulted its founder and Zella Wealth director Victoria Devine into the ...
Wealthwise senior financial adviser Dawn Thomas believes in authenticity above all else and is becoming the spokesperson for a new form of financial advice ...
Centaur Financial Services principal adviser Hugh Robertson doesn't need shortcuts. His business is built on a philosophy of sticking to the fundamentals ...

Silver linings playbook

Empowering ability

Service with a smile

Listen to the new wave

DONNA POWELL
MANAGING DIRECTOR FINANCIAL ADVICE
DLP LIFE DESIGN
WILLIAM JOHNS
MANAGING DIRECTOR
HEALTH & FINANCE INTEGRATED PTY LTD
SIMONE DU CHESNE
FINANCIAL PLANNER
EQ WEALTH
GLEN JAMES
SENIOR FINANCIAL ADVISER
IDENTITY MCINTYRE FINANCIAL GROUP
Donna Lee Powell's story has become her super power. Through hardship and heartbreak, she found a way to help others and built a business in the process.
There's a lot of talk about the value of financial advice and how advisers can prove that value. For William Johns, the real value of advice is in it's ...
Financial advice might be the family business for Simone Du Chesne, but what really drives her every day is developing her client relationships to guide ...
From starting his own business at the tender age of 25 to cutting through the saturated podcast market - nothing is holding Glen James back, and he kind ...

Embrace the journey

Start how you want to finish

NICKY DWYER
PRIVATE CLIENT ADVISOR
UNISUPER MANAGEMENT PTY. LTD.
JOHN DACKER
PRIVATE CLIENT ADVISOR
SHADFORTH FINANCIAL GROUP LIMITED
UniSuper private client adviser Nicky Dwyer CFP® is right where she wants to be - it just took her a little longer than she initially anticipated ...
John Dacker took out the Gwen Fletcher Memorial Award for being the highest achieving student in Semester 2 of the CFP Certification Program for 2018.
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Cover Story

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Advice for impact

DAVID RAE
FINANCIAL ADVISER
FEDERATION FINANCIAL SERVICES PTY LTD
As social injustices and the errant climate push ethical investing closer to the forefront of client conversations, demand for Federation Financial Services financial adviser David Rae's specialisation and knowledge in this area will be highly sought after. Karren Vergara writes.
READ MORE ►

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