Forward thinker When Kearsten James established Addi House two years ago, the principal and financial adviser seized the opportunity to reimagine finance advice her way - providing independent, disciplined and unconflicted advice to clients with shared values.
 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
Former financial adviser charged in alleged $160k super fraud case
|Former financial adviser Abdullah Popal has been charged with alleged fraud offences in Sydney's north-west, accused of hoodwinking five individuals out of over $160,000 from their self-managed super funds (SMSFs).
Reducing super tax cap to $2m 'a concern': FAAA
|The FAAA has voiced concerns over the Labor government's proposed superannuation tax, saying if they are negotiating with the Greens, a reduction in the cap to $2 million would be problematic.
FAAA calls for stronger consumer protections in advice reforms
The Financial Advice Association of Australia (FAAA) has opposed collective charging for "always complex and costly" retirement planning advice and emphasised the need for consumer protection in the provision of super nudges in its submission to Treasury on the Delivering Better Financial Outcomes (DBFO) ...
Adviser numbers jump in March quarter: Rainmaker
The March quarter saw the highest number of financial advisers join the sector in the last seven years to reach 15,982, according to Rainmaker Information.
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
Redefining Pathways: What financial planning can learn from accounting's bold move
When I traded my Chartered Accountant hat for a career in financial planning, I didn't just switch professions - I gained a new perspective on the evolving ...
'Chameleon ETFs': Still groundbreaking and here to stay?
It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...
Now is the time to be brave
Recently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward ...
Why philanthropy is an important conversation advisers should have with clients
Financial advisers are in the box seat to assist clients with their philanthropy, yet a lot still don't raise the topic with clients.
