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Super Plans Underline Need For Advice While Senate Hearings Hit Confidence Super Plans Underline Need For Advice While Senate Hearings Hit Confidence Super Plans Underline Need For Advice While Senate Hearings Hit Confidence

by Christopher Zinn

It’s perhaps no coincidence that as a Senate committee unearthed yet more shortcomings around financial advice some consumers would be spooked by proposed changes to super and negative gearing.

Adviser Ratings Profiles Bill Waller Adviser Ratings Profiles Bill Waller Adviser Ratings Profiles Bill Waller

by Bill Waller

Bill, gold adviser, has an adviser rating of 84% and a customer rating of 99% from 4 customer reviews. Bill a Certified Financial Planner® operates under the Securitor Financial Group License for his company, Financial Advice Shop in the sunny…

Adviser Ratings - Phase 2 to help further redress the advice imbalance Adviser Ratings - Phase 2 to help further redress the advice imbalance Adviser Ratings - Phase 2 to help further redress the advice imbalance

by Angus Woods

The heat turned up another notch on both the financial planning industry and ASIC this week, following Sydney Morning Herald’s investigation into NAB Wealth. Adviser Ratings will launch phase 2 of its website in coming weeks, which will further…

Adviser Ratings Profiles Scott Malcolm Adviser Ratings Profiles Scott Malcolm Adviser Ratings Profiles Scott Malcolm

by Scott Malcolm

Our Adviser Profile this week is Scott Malcolm. Scott and his team aim to create a solution tailored toward your overall life goals. A Platinum adviser with 56 reviews and an average client rating of 4.88 out of 5 stars, Scott is the Owner and…

4 Trends Set to Transform Financial Advice 4 Trends Set to Transform Financial Advice 4 Trends Set to Transform Financial Advice

by David Rae

The world of financial advice will undergo radical change in coming years. This will provide challenges but also huge opportunity for those who are willing to embrace it. Here are David Rae's four big trends:

Ask an Adviser - Business Tax and Wage Strategy Ask an Adviser - Business Tax and Wage Strategy

by Joshua Stega and Adriano Donato

Natalie from Sydney and the founder of online marketplace of babies and children’s clothes and toys for mothers or soon to be mothers looking, www.mamadoo.com.au, posed us three questions:

What the berry contamination scare and the NAB adviser crisis have in common What the berry contamination scare and the NAB adviser crisis have in common What the berry contamination scare and the NAB adviser crisis have in common

by Christopher Zinn

Consumers may be forgiven for seeing some unlikely parallels in the frozen berry contamination scare and the compromised NAB financial planner headlines. Certainly contracting Hepatitis A from a smoothie seems more immediately alarming than having…

Ask an Adviser - Getting The Most From My Super Ask an Adviser - Getting The Most From My Super

by Matthew Ross and Shane Pinkerton

I am 65 years old. My husband recently passed away unexpectedly - he was in control of our finances. We currently have $3M in Superannuation, and the house we live in is paid off. The Superannuation proceeds are split 40% cash and fixed interest and…

My bloody oath! How a personal commitment to ethical dealing in financial services can help My bloody oath! How a personal commitment to ethical dealing in financial services can help My bloody oath! How a personal commitment to ethical dealing in financial services can…

by Christopher Zinn

The Dutch bankers must do it. Doctors don’t do it as much as you might think. Even business brains with MBAs can do their own. Now there’s a chance for those in banking and finance. It, of course, is to make an oath that interesting word which…