Answering the call Forging a career in financial advice wasn't a simple path for Rekab Advice director and financial adviser Amie Baker. Cassandra Baldini writes.
 Embrace the journeyUniSuper private client adviser Nicky Dwyer CFP® is right where she wants to be - it just took her a little longer than she initially anticipated ...  Start how you want to finishJohn Dacker took out the Gwen Fletcher Memorial Award for being the highest achieving student in Semester 2 of the CFP Certification Program for 2018.  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 ... |
Latest News
Iress bets on AI as business transformation moves forward
|Iress is shifting its focus from business simplification to executing an ambitious artificial intelligence (AI)-driven product strategy that will help financial advisers slash work processes by nearly 40%.
Advisers bolster client book amid compliance burden: CoreData
Financial advice practices are serving more clients, charging higher fees and reporting record levels of satisfaction with their licensees, despite the weight of compliance, according to CoreData.
FS Power50 voting opens
Voting for Australia's most influential financial advisers in the 2026 Financial Standard Power50 is now open, with 122 advisers shortlisted for the annual ranking.
Retirement portfolios need a new playbook: Real Asset Management
The traditional 60/40 portfolio may no longer provide the protection retirees need, with advisers urged to rethink portfolio construction as market volatility, inflation and longevity risks reshape retirement planning.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
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.
Expert Feed
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 ...
When 'diversification' stops being diversified
While many are worried about the dominance of US mega-cap companies, the same trend is also transpiring domestically, creating a concentration issue for ...
Secondaries: Handling a double-edged sword
Secondary transaction volume in private markets continue to hit new highs, as does fundraising for secondaries vehicles. Yet the market presents vulnerabilities ...
Operational alpha: How wealth tech is reshaping fund distribution in Australia
Innovative technology emerging across wealth management is transforming how funds are distributed among financial intermediaries, an expert says.
