by Conaill Keniry
Our Adviser Profile this week is Conaill Keniry, a Silver adviser with 8 client reviews with an average client rating of 5 out of 5 stars. Conaill practises from What If Advice, based on Richmond, Vic and finds working in Financial advice to be…
by Adviser Ratings
One of the key recommendations to come out of the Royal Commission was for the creation a new disciplinary system/body for financial advisers. The recommendation aims to push the industry further along the way to becoming fully “professional”. The…
by Robert Goudie
Gifting - giving away assets or transferring them for less than their market value - and the financial implications of doing so are a topic of concern for many consumers who contact adviser ratings. Many parents do this to help out their children…
by Adviser Ratings
The Royal Commission has recommended that mortgage brokers should be required to adopt the same obligations as financial advisers. In a headline grabbing change the borrower, not the lender, would pay the mortgage broker a fee for acting in…
by PJ Patterson
I want to invest for 5 grandchildren, who are all under 7 currently. I want a 'low' cost option that will give consistent returns over the long run. I anticipate funds could be available for their education, maybe to buy a car or to help them in…
by Adviser Ratings
Adviser Ratings has announced the establishment of an external governance committee to oversee a new rating system on financial advice licensees. The need for licensee ratings has been reinforced by the findings of the Royal Commission that…
by PJ Patterson
This week our adviser profile is PJ Patterson, a Silver adviser with 6 client reviews with an average client rating of 4.66 out of 5 Stars. PJ describes himself as a financial problem solver and is the CEO of Keystone financial in St Leonards, NSW.
by Ashley Davidson
When it comes to personal insurances, Australians are relatively relaxed about their situations. The old “she’ll be right mate” comment gets thrown around and is sometimes not just a throw away comment! It’s an endearing trait of ours but one that…
by Adviser Ratings
For Advisers, while your best interests’ duty and disclosure obligations have never been higher, new laws being introduced are a reflection that the current legal regime is still seen as insufficient to protect retail clients. The ‘Design and…