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How Many Eggs and in Which Basket?How Many Eggs and in Which Basket?How Many Eggs and in Which Basket?

by Bryan Ashenden

In investment terms, “diversification” refers to the process of allocating your client's savings in a way that reduces their exposure to any one particular asset, asset class or risk. In turn, diversification can lead to a reduction in the...

How Can Millennials Benefit From Financial AdviceHow Can Millennials Benefit From Financial AdviceHow Can Millennials Benefit From Financial Advice

by Michal Bodi

The oldest Millennials will turn 37 this year. Sydney Financial Planning adviser Michal Bodi channels his internal millennial with the benefit of his experience as a financial planner, to posit a few questions all Millennials should ask th...

Royal Commission: Craig Meller Steps Down As AMP ChiefRoyal Commission: Craig Meller Steps Down As AMP ChiefRoyal Commission: Craig Meller Steps Down As AMP Chief

by Rodney Lester

The royal commission into banking has claimed its first big scalp after the chief executive of AMP, Craig Meller announced he would be leaving his role with immediate effect. The commission revealed this week that AMP had misled ASIC over ...

Easing The Burden Of A DivorceEasing The Burden Of A DivorceEasing The Burden Of A Divorce

by Matt Hale

Family break-ups, separation and divorce are highly stressful, and people often grieve over the loss of their former relationship and lives. Platinum adviser Mat Hale from Rising Tide Financial Services in Melbourne has offered up 6 tips t...

Adviser Ratings Profiles Tracey FergusonAdviser Ratings Profiles Tracey FergusonAdviser Ratings Profiles Tracey Ferguson

by Adviser Ratings

Our Adviser Profile this week is Tracey Ferguson, a Platinum Adviser with 22 client reviews and an average customer rating of 96%. Tracey is a Director of Ferguson Financial Planning in Maroochydore, Qld.

Claim your profile infographicClaim your profile infographicClaim your profile infographic

by Adviser Ratings

All advisers who are listed on the ASIC Financial Advisers Register have profiles on www.adviserratings.com.au Advisers are able to "Claim" their own profile on our site, which enables the adviser to upload their profile picture, company l...

Adviser Ratings Profiles Effi BowtellAdviser Ratings Profiles Effi BowtellAdviser Ratings Profiles Effi Bowtell

by Effi Bowtell

Our Adviser Profile this week is Effi Bowtell, a Platinum Adviser with 12 client reviews and an average customer rating of 100%. Effi is from Entire Financial Solutions on the Sunshine Coast in Qld.

Managing Cash In Your Client's SMSFManaging Cash In Your Client's SMSFManaging Cash In Your Client's SMSF

by Bryan Ashenden

The cornerstone to any successfully operating self-managed super fund (SMSF) is its bank or cash account. After all, it’s the first thing that will be opened whenever an SMSF is established.

Code of Ethics for Financial AdvisersCode of Ethics for Financial AdvisersCode of Ethics for Financial Advisers

by Adviser Ratings

The code of ethics for financial advisers has been released as an exposure draft for consultation and is open until 1 June 2018. The Standards Authority is seeking feedback on the practical implications of key parts of the Code.