From the ground up Sitting in the living room of his house in North Curl Curl, Sydney, Paul Barrett had a plan to create one of the fastest-growing and most innovative independent dealer groups in Australia - the only problem, he didn't have the money to do it.
 Listen to the new waveFrom 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 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 ... |
Latest News
WT Financial takes majority stake in TNT Advisor
WT Financial has acquired a 70% stake in paraplanning provider, TNT Advisor Solutions (TNT), for $2.4 million.
FEATURE | Managed accounts | Industrialising advice
The growth in the managed accounts sector has brought scale and efficiency to advice. Rapid adoption is now reshaping the industry and drawing the regulator's attention.
FAAA pushes to expand NCA to financial advisers
Financial Advice Association Australia (FAAA) said it will advocate strongly to expand the scope of the New Class of Advisers' to all financial advisers, which will currently be limited to only superannuation funds and life insurers.
Sequoia gives InterPrac sale a second shot
Sequoia is trying its hand at selling InterPrac Financial Planning again after its first sale attempt to Conquest Investment Management was left in the air.
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
Not all private credit risk is created equal
Advisers and investors need to look beyond headline yields and assess the structure, security and manager capability behind each strategy.
The bond market's inflation blind spot
While markets have reacted to the latest escalation in the Middle East, longer-term inflation pricing continues to imply that these disruptions will be ...
Confidence to spend: why retirement planning is about more than investment performance
Many retirees face a critical challenge in retirement, and that is how to spend confidently not knowing how long their savings will last.
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 ...
