The real deal Wealthwise senior financial adviser Dawn Thomas believes in authenticity above all else and is becoming the spokesperson for a new form of financial advice - one that's warm, approachable and not all about the money. Elizabeth McArthur 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 ... |
Latest News
Nominations open for 2025 Power50
Nominate now in the 2025 FS Power50.
AFCA urges adviser clarity on SMSF wholesale investor test
The Australian Financial Complaints Authority (AFCA) is urging financial advisers to gain clarity and better understanding on whether the wholesale investor test applies when advising SMSFs.
Increased local, international demand drives practice valuations
The price multiples for financial planning practices have risen as much as 30% in the past 12 months, analysis shows.
Firms rebuffing AFCA determinations should be named: FAAA, professional bodies
The Financial Advice Association Australia (FAAA) and four other professional bodies are urging the Australian Financial Complaints Authority (AFCA) to name and shame financial firms that fail to follow through on a determination as more than 60 have failed to do so.
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?
There has been so much commentary, including by us, on the twists and turns of US trade policy - notwithstanding the latest 90-day truce with China - ...
Listed private equity: A strategic opportunity amid global market dislocation
The sharp escalation in global trade tensions in 2025 has injected a fresh layer of volatility into capital markets.
How to manage the rise of 'early' inheritances
For decades, financial advice around wealth transfers has largely focused on estate planning and the distribution of assets after death. However, a significant ...
