For Consumers

For Advisers

Connect with us

MENU
FIND AN ADVISER

News | Search

Licensee Case Study – Dover Financial Advisers Licensee Case Study – Dover Financial Advisers Licensee Case Study – Dover Financial Advisers

by Adviser Ratings

The travails of the licensee ‘Dover Financial Advisers Pty Ltd” during the recent public hearings at the royal commission have sparked great interest and generated a lot of media attention. We take a look at some of the things that makes Dover…

A Novel on Financial Advice - Book Launch A Novel on Financial Advice - Book Launch A Novel on Financial Advice - Book Launch

by Adviser Ratings

Adviser Ratings were lucky enough to attend the book launch of Vanessa Stoykov's book, ‘The Breakfast Club for 40-Somethings’. After two decades in the finance industry, Vanessa has combined her passion for finance and storytelling in her debut…

How Financial Wellbeing Fits Into Our Hierarchy Of Needs How Financial Wellbeing Fits Into Our Hierarchy Of Needs How Financial Wellbeing Fits Into Our Hierarchy Of Needs

by Luke Mase

Whether we like it or not, money is a fundamental part of our society. So why wouldn’t increasing our financial wellness be considered a top priority?

Royal Commission Synopsis So Far – And Other News Royal Commission Synopsis So Far – And Other News Royal Commission Synopsis So Far – And Other News

by Rodney Lester

With the public hearings at the royal commission on hiatus for the next few weeks it’s a good time to take stock and have a brief look at what was revealed.

Budget 2018 Briefs Budget 2018 Briefs Budget 2018 Briefs

by

In what was widely anticipated as a pre-election budget, Scott Morrison last night released the federal budget. Most agreed it was just that, being mainly about handing out goodies to taxpayers.

Ask an Adviser - Asset Ownership and Your Pension Ask an Adviser - Asset Ownership and Your Pension Ask an Adviser - Asset Ownership and Your Pension

by Neale Forbes

I want to purchase this house for 145K in the names of my 2 sons who would have the equity and I would receive the rent. I am currently on an age pension and would like to be aware of the ramifications please.

What Makes A Start-up An Attractive Investment? What Makes A Start-up An Attractive Investment? What Makes A Start-up An Attractive Investment?

by Andrea Gardiner, Jelix Ventures

Andrea Gardiner takes a quick look at what makes a start-up an attractive opportunity for the right investor. A start-up is a young or early stage high-growth company using technology and innovation to tackle a huge, usually global, market. The…

How Being Mindful Can Help Reduce Financial Stress How Being Mindful Can Help Reduce Financial Stress How Being Mindful Can Help Reduce Financial Stress

by Luke Mase

If you’ve read anything to do with well-being recently, there’s no doubt you’ve already come across the term “mindfulness” several times. But what exactly is mindfulness – and what does it have to do with our finances? Platinum Adviser Luke Mase…

Trust is the Foundation of My Profession Trust is the Foundation of My Profession Trust is the Foundation of My Profession

by Cris Parker

This is a time of great turbulence and also incredible opportunity in financial advice, where trust is front and centre as an issue. The Banking and Finance Oath is positioned to complement regulation and compliance, which includes the FASEA Code of…