Proud to be an Adviser – Part five – Anne Graham

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I’ve always been proud to be an adviser, but it’s now more difficult than ever. Don’t get me wrong, I’m proud of my team and the work we do, but in general terms when I look back over the last 12-18 months there’s not been a lot to be proud of – on the surface […]

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Proud to be an Adviser – Part four – Adam McCarthy

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While it may sound clichéd, one of the most rewarding aspects of my job as a financial adviser is getting to hear and see, first-hand, the positive difference financial advice has made on my clients’ lives. Successful financial planning is about forming relationships built on trust. I genuinely care about helping my clients achieve both […]

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Statement from Brett Clark, TAL Group CEO and Managing Director

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“Community access to high quality financial advice plays an important role in supporting well-informed customers and the financial wellbeing of many Australian families.  “The sustainability of a financial advice channel that facilitates both choice and good consumer outcomes is critical.  TAL supports a model which delivers good consumer outcomes through a vibrant financial advice sector […]

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Proud to be an Adviser – Part three – Eugene Ardino

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Like everyone in the financial planning industry, I watched the Royal Commission with a mixture of dismay and incredulity. I am immensely proud of the industry and what it is seeking to do for all Australians. However, I have become increasingly concerned that the case studies of people being taken advantage of will prevent some […]

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Proud to be an Adviser – Part two – Tristan Barnes

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Becoming a financial adviser wasn’t an obvious career choice for me. In my younger years I gravitated towards jobs with a strong physical component. I had a stint in the army and also worked in the wine industry but, after meeting my wife in my mid-20s, I decided it was time to knuckle down and […]

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An open letter to business leaders

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Each year, I write to the companies in which BlackRock invests on behalf of our clients, the majority of whom have decades-long horizons and are planning for retirement. As a fiduciary to these clients, who are the owners of your company, we advocate for practices that we believe will drive sustainable, long-term growth and profitability. […]

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Proud to be an Adviser – Part one – Jenny Brown

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I often get asked why I love being a financial adviser – well the answer is simple, I get to help our clients every day of the year.  Along with my awesome team we are able to make such a difference in the lives of our clients whether it be when we get to help […]

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Synchron responds to FASEA CPD standard

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On first reading, Synchron cautiously supports the latest approach to Continuing Professional Development (CPD) put forward by the Financial Adviser Standards and Ethics Authority (FASEA), which was recently released for consultation via a legislative instrument. Synchron Director, John Prossor said, “While we have yet to examine it in detail, on face value it appears reasonable. The increase in CPD […]

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UK Crypto-task Force findings demonstrate lack of understanding of industry

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The UK Crypto-task Force has published a ‘unanimously’ agreed report on crypto-assets for its digital currencies inquiry. Its findings demonstrate a deep misunderstanding of the industry. Kate Rhodes, Director of Regulatory Affairs for Coinweb and Industry expert, discusses below. The UK Crypto-task Force report, unexpectedly released today, demonstrates a deep misunderstanding of both crypto-assets and […]

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It’s time to ask where is the financial services industry and planning profession going

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As the federal government, Royal Commission and FASEA continue to reshape the industry and fuel many predictions and much speculation, it’s imperative to take time out to seriously consider the future as the ramifications are so immense. The industry has seen constant change over the past 30 years which started when Paul Keating created the […]

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