| Showing 31 to 40 of 40 articles for THE FINANCIAL STANDARD TEAM: JOHN DE ZWART | FRIDAY, 18 AUG 2017 ... relationship and must be a core part of your value proposition. There are many different types of clients - in terms of their financial situation, their lifestyle and attitudes, and their financial literacy. What they all have in common is the need for ... Read more ABRAHAM TEO | FRIDAY, 4 AUG 2017 ... expanding array of international reporting requirements as well as a domestic need to obtain more information to manage financial system stability, regulators are starting to mandate new reports and more complete data. In most cases, APRA and other regulators ... 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 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 DES LEE | THURSDAY, 22 JUN 2017 The Financial Standard publishes a number of news and information products for the financial services industry. For further information on advertising or sponsorship opportunities, please complete the form below and a member of our sales team will contact ... Read more DES LEE | THURSDAY, 22 JUN 2017 The Financial Standard publishes a number of news and information products for the financial services industry. For a copy of our Media Kit and Features List, or further information on advertising or sponsorship opportunities, please complete the form ... Read more DES LEE | THURSDAY, 22 JUN 2017 The Financial Standard publishes a number of news and information products for the financial services industry. For further information on sponsorship opportunities, please complete the form below and a member of our sales team will contact you. REASON ... Read more MARSHALL BRENTNALL | TUESDAY, 13 AUG 2013 Entrant in last year's Smiley's talks to Financial Standard about how social media his firm to better communicate with his clients and engage and educate new prospects. 1) Tell me why you decided to enter the Smileys. One of the main drivers behind ... Read more JENNY BROWN | TUESDAY, 13 AUG 2013 Entrant in last year's Smiley's and part of the "Digital Dozen" talks to Financial Standard about how social media can improve your relationship with current clients, and help you find new ones. 1) Tell me why you decided to enter the Smileys I entered ... Read more |
Latest News
Count shutters limited-advice business, slips in size ranking
Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.
Centrepoint Alliance acquires two advice firms
Centrepoint Alliance will acquire Queensland financial advice practices Cairns Wealth and Pinnacle Wealth for $3 million from Astute Financial Management.
Small pocket of failed measures can 'blow the entire business': Anderson
FAAA general manager of policy, advocacy and standards Phil Anderson warned licensees to improve their control measures for authorised representatives to avoid any unintended consequences.
AFCA puts InterPrac determinations on ice
The Australian Financial Complaints Authority (AFCA) is pausing all InterPrac Financial Planning-related determinations as court proceedings instigated by the latter are underway.
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Cover Story

Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.










