Advice for impact 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.
 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 ...  FS Power50: Stay open-minded and learn from othersThis year's Power50 is a broad mix of familiar and fresh faces, all doing their bit for their clients, their community, and their colleagues, as selected ...  Helping handWhether it's giving back to the local community or empowering children with financial literacy, Shadforth Financial Group private wealth adviser Finn ...  Passing the batonLiam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional ...  Against all oddsSmashing glass ceilings takes courage, grit, and strength. Wealthwise senior financial planner Manisha Bhudia tells Karren Vergara how she broke numerous ...  Forward thinkerWhen Kearsten James established Addi House two years ago, the principal and financial adviser seized the opportunity to reimagine finance advice her way ...  Thirst for knowledgeWith an insatiable thirst for knowledge and penchant for the finer details, the financial advice industry is strengthening from thought leaders like Capital ...  Answering the callForging a career in financial advice wasn't a simple path for Rekab Advice director and financial adviser Amie Baker. Cassandra Baldini writes.  Let's get FINNACLEAs accessibility and cost become increasingly challenging for the advice sector, the need for agility and innovation grows - but not for FINNACLE's Daniel ...  A promising yearThe advice industry is poised to turn the corner in 2022. Leading a major association and his own practice, Perera Crowther Financial Services founder ... |
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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.
Expert Feed
The need to achieve real scale in advice - and serve all Australians
One of the great social challenges in financial services today is the millions of everyday Australians who want and need financial guidance but cannot ...
Are US assets becoming less desirable?
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How to manage the rise of 'early' inheritances
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