The perfect time to ‘Make it Happen’ for your financial planning business, and earn CPD points, too.

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Over the month of May, Centuria Capital will be hosting ‘Make it Happen’- a series of free half-day seminars featuring guest-speakers; Vanessa Bennett (Financial services veteran, and coach/ business consultant... Read more continue reading

How to create the “AHA” with clients (and get TOTAL buy-in)

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It is tough in professional services to get clients to fully understand what you do, and where your knowledge and skills can make a difference in their lives.  Much of... Read more continue reading

Advice profession continues to weather unprecedented ‘perfect storm’ with many unable to respond

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Connect Financial Service Brokers (Connect) CEO Paul Tynan has referred to the current situation confronting the financial advice profession as the ‘perfect storm’ where advisers are unable to fulfil expansion... Read more continue reading

The Stella Network rewards women helping women

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The Stella Network has awarded a Masters in Financial Planning to Anne-Marie Humphries from Huon Financial Planning in recognition of her support to women in the financial planning industry. Ms... Read more continue reading

Fintech businesses: do you need an AFSL or ACL?

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Some Fintech businesses may be unwittingly providing financial services without an Australian Financial Services Licence (AFSL) or Australian Credit Licence (ACL), putting themselves in breach of the law and setting... Read more continue reading

Could advisers be driving clients to online providers?

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Do advisers realise how much revenue is waiting for them inside their existing business? That was the question going through my mind as I listened to a fascinating presentation at... Read more continue reading

Hiring, firing and remuneration – 2015 Trends

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The results of The Dawson Partnership 2015 Hiring Intentions survey highlighted a marked turn-around and improvement in participant sentiment. The 8% uplift in hiring intentions over the 2014 year is... Read more continue reading

10 mistakes that advice businesses keep making

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I was given a challenge for a recent conference presentation:  Identify the top mistakes which hold advice businesses back from achieving their full potential. After much deliberation I settled on... Read more continue reading

Advisers continue to pursue own AFSL as viable solution for the future

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Alex Euvrard, Associate Director of specialist industry consultancy My Dealer Services Pty Ltd (MDS) has confirmed that the company is receiving a record number of enquiries from advisers seeking to... Read more continue reading

Directors are liable if their company fails to pay employee super

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The director penalty regime was extended to make directors personally liable for their company’s unpaid superannuation guarantee charge (SGC) and pay as you go (PAYG) withholding amounts. They also limit... Read more continue reading