by Peter Horsfield
Peter, platinum adviser, has an adviser rating of 98% and a customer rating of 96% from 14 customer reviews with an impressive array of qualifications. Peter works at FMW Financial Planning at St Leonard’s in Sydney.
by Liam Shorte
I understand that many financial advisers are reluctant to engage in social media in fear of damaging their reputation or getting it wrong. It can all seem to hard but the harsh reality is that Google has taken over as the primary reference point…
by Christopher Zinn
We normally seek advice about what actions to take but there’s plenty of evidence we might do better by considering what actions we shouldn’t take. And more financial advice or financial education could be focused on what the ancients called the via…
by Christopher Zinn
The start of a new year is manna for forecasters and the passage of Future of Financial Advice legislation is not immune from such predictions.
Given a new assistant treasurer, more Senatorial inquiries into adviser education and even ANZ…
by Vanessa Woodley
Vanessa, gold adviser, has an adviser rating of 84% and a customer rating of 98% from 5 customer reviews. Vanessa works at Sentinel Wealth Management at Milson's Point in Sydney.
by Robert Goudie
Katherine from Sydney asked:
We are a couple in our 30s with a mortgage, car loan and no kids at this stage. We haven't saved much given our funds were needed to finance other family matters. My husband is in a contract role and I work full…
by Angus Woods
With this being our last newsletter of 2014, we want to wish everybody a happy holiday break (if you’re having one). To say 2014 was a challenging year for the financial advice profession is an understatement – in fact, in the words of Queen…
by Dominic Mulcahy
Dominic, our first platinum adviser from the Apple Isle, has an adviser rating of 91% and a customer rating of 98% from 7 customer reviews. Dominic works at Genesys Advisers in Hobart, Tasmania.
by Christopher Zinn
Many complain it’s mighty difficult to find any good news about planners in the media, and police and priests might agree.
They all face inquiries and deluges of negativity despite the obvious fact most, even the overwhelming majority of…