FS Power50: Stay open-minded and learn from others This 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 by their peers. Viridian Advisory senior financial adviser Amanda Ragkousis is committed to nurturing a culture of continuous learning and growth in the financial realm.
 Power of socialIn 2015, Amanda Cassar travelled to Uganda as part of the Hunger Project. She talks to Jamie Williamson about how the experience shaped her approach to ...  Advice from abroadFS Advice spoke with Atlas Wealth Management managing director Brett Evans, an adviser who thrives on providing advice to expats all over the world.  Building relationshipsFS Advice spoke with Fiducian Financial Services' head of financial planning, Robby Southall, who believes good financial advice is the result of honest ...  A new approachFS Advice spoke with 2015 AFA Adviser of the Year, David Reed, who believes that financial advice must move into a retirement coaching role to enable ...  From the ground upSitting 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 ... |
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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 ...
