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Listen to the new wave
GLEN JAMES
SENIOR FINANCIAL ADVISER
IDENTITY MCINTYRE FINANCIAL GROUP
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 of knows it. Elizabeth McArthur writes.
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Showing 1 to 10 of 14 stories:
From the ground up
More than life
Reality check
Moving on up
SUSANNE DAHN
EXECUTIVE DIRECTOR
PITCHER PARTNERS INVESTMENT SERVICES PTY LTD
JODIE DOUGLAS
PRINCIPAL
MAD ABOUT LIFE - RISK ADVICE
PETER NONNENMACHER
DIRECTOR
MACARTHUR FINANCIAL PLANNING PTY. LIMITED
FOX AND HARE
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ADMIN SPECIAL ACCOUNTS
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 ...
From car yards to camper trailers, Jodie Douglas' journey to successful financial advice practice owner is like no other. Jamie Williamson writes.
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 ...
For an industry so intent on progression, little change has been achieved in recent years. The traditional archetype of a financial adviser still exists ...
Planning your future
A novel idea
Voice for the industry
Quantum mechanics
MARC BINEHAM
MANAGING DIRECTOR
NOALL & CO
PEITA DIAMANTIDIS
MANAGING DIRECTOR
CABOODLE FINANCIAL SERVICES
DEBORAH KENT
DIRECTOR
INTEGRA FINANCIAL SERVICES
QUANTUM FINANCIAL
*
ADMIN SPECIAL ACCOUNTS
Renowned management consultant and author Peter Drucker famously said that "culture eats strategy for breakfast". He also once said that organisations ...
Citing the author behind books turned major Hollywood productions like The Big Short and Moneyball as her biggest inspiration, Caboodle 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 ...
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
Power of social
DARREN JOHNS
PRINCIPAL
ALIGN FINANCIAL PTY LTD
AMANDA CASSAR
DIRECTOR
WEALTH PLANNING PARTNERS 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 ...
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 ...
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Latest News
Former adviser cops 12 years in jail
HARRISON WORLEY
A former Brisbane financial adviser will serve at least six years behind bars, after being found guilty of six charges of dishonestly causing detriment to clients to the tune of $5.9 million.
Dealer group shuts after advisers depart
KANIKA SOOD
A dealer group boss decided to close down its Australian Financial Services License after finding it hard to restock advisers with the FASEA education requirements.
ASIC nudges robo-adviser to shutter
ELIZABETH MCARTHUR
A digital advice firm has voluntarily shut down two robo-advice tools after ASIC raised concerns.
CountPlus firm acquires advice boutique
HARRISON WORLEY
A member of the CountPlus network has acquired a boutique financial planning practice.
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Listen to the new wave
GLEN JAMES
SENIOR FINANCIAL ADVISER
IDENTITY MCINTYRE FINANCIAL GROUP
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 of knows it. Elizabeth McArthur writes.
READ MORE ►
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