 JAMIE WILLIAMSON | TUESDAY, 26 JUN 2018 Having steadily evolved over time, the traditional role of the paraplanner is no more. With advice practices demanding more from support staff, the benefits of outsourcing becoming increasingly apparent and a constant drip-feed of financial planning ... Read more JAMIE WILLIAMSON | THURSDAY, 21 DEC 2017 Having grown up involved in every aspect of the family's financial planning business, one might think Tim and Claire Mackay would have no trouble getting a job when they too decided they wanted to be financial planners. However, their father had other ... Read more JAMIE WILLIAMSON | MONDAY, 9 OCT 2017 Australia's financial advice industry is evolving and new thought leaders are emerging. Here the 2017 AFA/ANZ Wealth Rising Star of the Year Award finalists share their thoughts on the future of the industry and why financial advice is the career ... Read more JAMIE WILLIAMSON | FRIDAY, 6 OCT 2017 On 9 February 2017 the Corporations Amendment (Professional Standards of Financial Advisers) Bill 2016 establishing a new education and professional standards framework for the financial advice industry was legislated. Under the reforms all new financial ... Read more JAMIE WILLIAMSON | FRIDAY, 23 JUN 2017 When you envision a typical financial adviser, Darren Johns probably wouldn't come to mind. He rides his bike to most client meetings, rarely wears a suit to work, and on his feet are "funny five fingered" rock fishing shoes. "People find them fascinating ... Read more JAMIE WILLIAMSON | FRIDAY, 23 JUN 2017 W ithout the requisite experience, a makeshift Ugandan classroom might seem like a world away from an advice practice in Robina - but for Amanda Cassar, the locals' drive to improve their financial circumstances gave her plenty of lessons to take back ... Read more JAMIE WILLIAMSON | FRIDAY, 23 JUN 2017 An expat, a father and lover of all things social, Brett Evans is not your average financial adviser. From an early age Evans knew finance was the right place for him and flourished in the uncertainty and challenge of each day. "I love the industry ... Read more JAMIE WILLIAMSON | FRIDAY, 23 JUN 2017 Hailing from Australia's coffee capital, head of financial planning at Fiducian Financial Services, Robby Southall appreciates a stronger blend. "My order is always a double shot. There's a lot of early mornings catching flights and I don't live anywhere ... Read more JAMIE WILLIAMSON | FRIDAY, 23 JUN 2017 Helping others has always been a big part of David Reed's life and after spending eight years as a plain clothes police officer Reed decided it was time to turn a hobby into an award-winning career. "I started in the police academy in the late 1980s ... Read more JAMIE WILLIAMSON | FRIDAY, 23 JUN 2017 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 was, he didn't have the money to do it. Funding ... Read more |
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.
