 JAMIE WILLIAMSON | MONDAY, 26 OCT 2020 Announced today, we celebrate the seventh annual FS Power50, highlighting the 50 most influential financial advisers in Australia. Compiling such a list is no mean feat; the four rounds of due diligence conducted on finalists alone is monumental. After ... Read more JAMIE WILLIAMSON | FRIDAY, 29 NOV 2019 A lot can happen in four years - just ask UniSuper private client adviser Nicky Dwyer CFP®. In the last four years she has changed jobs, started a family and studied for - and attained - her Certified Financial Planner certification. In her own ... Read more JAMIE WILLIAMSON | WEDNESDAY, 27 NOV 2019 How am I going to get through 2020? It was the question on everyone's lips at the recent Financial Planning Association of Australia Professionals Congress. We all know the advice landscape is changing but knowing how to respond is a whole other ... Read more JAMIE WILLIAMSON | FRIDAY, 5 JUL 2019 In 1991, Pitcher Partners was the first new accounting and advisory practice to be established in Australia in more than 20 years. Despite the financial turmoil gripping the country at the time, the firm - established by 14 founding partners, including ... Read more JAMIE WILLIAMSON | FRIDAY, 8 MAR 2019 Growing up in rural New South Wales, Jodie Douglas knew early on she wanted to work with animals. Finishing high school, she began studying veterinary nursing. This was the bridge she needed to get into veterinary science, leading to a lengthy, fulfilling ... Read more JAMIE WILLIAMSON | MONDAY, 7 JAN 2019 Commonwealth Bank or the Bank of NSW. Dismissing her 16-year old son's "pipe dream" of becoming a professional golfer, those were the options Peter Nonnenmacher's mother put to him when he left school in the late 1970s. Choosing the Bank of NSW - now ... Read more JAMIE WILLIAMSON | TUESDAY, 2 OCT 2018 Despite years of talking about increasing the reach of advice, it has stagnated at two in 10 Australians and remained in this ball park for some time. In the same vein, the number of women opting for a career in financial advice has also mired around ... Read more JAMIE WILLIAMSON | MONDAY, 1 OCT 2018 Managing director, principal adviser and current national president of the Association of Financial Advisers (AFA) Marc Bineham bought Noall & Co in 1997. At the time the business specialised predominantly in risk advice - something that was rather ... Read more JAMIE WILLIAMSON | MONDAY, 1 OCT 2018 Peita Diamantidis, managing director of Caboodle Financial Services, doesn't think of herself as a financial adviser. She is a storyteller; weaving clients' financial situations with their lifestyle goals to formulate a narrative that will see ... Read more JAMIE WILLIAMSON | SUNDAY, 2 SEP 2018 One of few financial advisers who can say they've been in the industry since day one, Deborah Kent has not only witnessed immense change, but also shaped it, dedicating much of her time - particularly after hours - to industry advocacy. Entering ... Read more |
Latest News
Spender criticises Labor's 'lack of urgency' on advice reforms
Independent member for Wentworth Allegra Spender said declining adviser numbers is a fundamental issue that needs an "urgent fix", while the CSLR is a "textbook case of moral hazard."
Shield Master Fund terminated, new receivers for Keystone Asset Management
The Shield Master Fund (SMF) has been terminated while its responsible entity Keystone Asset Management (KAM) has been appointed a new receiver and administrator.
Centrepoint Alliance to acquire Brighter Super's advice book
Centrepoint Alliance has entered into an agreement to acquire the comprehensive advice book of Brighter Super.
Coalition targets 'ambitious' goal of 30k advisers
The Coalition wants to "rebuild the advice industry" by increasing the number of advisers to 30,000.
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.
