 Moving mountainsOn top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes ...
 Believe in yourselfRaquel Netto CFP® is the seventh woman to win the Gwen Fletcher Memorial Award for being the highest achieving student in Semester 1 of the CFP Certification ...  From the ground upIn 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 ...  More than lifeFrom car yards to camper trailers, Jodie Douglas' journey to successful financial advice practice owner is like no other. Jamie Williamson writes.  Reality checkCelebrating 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 upFor 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 futureRenowned management consultant and author Peter Drucker famously said that "culture eats strategy for breakfast". He also once said that organisations ...  A novel ideaCiting the author behind books turned major Hollywood productions like The Big Short and Moneyball as her biggest inspiration, Caboodle Financial Services ...  Voice for the industryIf 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 ...  Quantum mechanicsTheir 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 adviceAlign 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 ... |
Latest News
DBFO reforms package 'pretty disappointing': FAAA
The Financial Advice Association Australia (FAAA) has come out swinging against Treasury and its second tranche of draft Delivering Better Financial Outcomes (DBFO) reforms, saying it can't support them without "substantial change."
My Dealer Services partners to enhance adviser education
The Sydney-based firm has secured access to Colonial First State's (CFS) FirstTech division for the more than 400 financial advisers within its network.
Tranche 2 of DBFO dumps SOAs, enables 'nudges'
The long-awaited Tranche 2 of the Delivering Better Financial Outcomes draft package has been released, switching Statements of Advice for Client Advice Records and clarifying what topics super funds can collectively charge for. However, some elements of the reforms are still being ironed out by Treasury.
Tranche 2 is coming before the election: Jones
Assistant Treasurer and Minister for Financial Services Stephen Jones has confirmed Tranche 2 of the DBFO reforms will be released ahead of the election.
Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
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