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The role of associations in financial planning The role of associations in financial planning The role of associations in financial planning

by Christopher Zinn

One way to assess the merits of a financial planner is to see what industry or professional associations they belong to and what standards, qualifications, education and support are offered.

Adviser Insider - Welcome to the 1st Edition Adviser Insider - Welcome to the 1st Edition Adviser Insider - Welcome to the 1st Edition

by Angus Woods

What a first couple of weeks for Adviser Ratings and we want to thank you for the support you’ve shown for this initiative. The service has been well received and we welcome the questions and comments especially from those who sit on the fence or…

The Life Insurance Game The Life Insurance Game The Life Insurance Game

by Christopher Zinn

Is life insurance being tarnished by the sales culture and excessive commissions of the industry - with so many Australians underinsured, can we continue to have this cloud hanging over our heads....

Welcome to Adviser Ratings Welcome to Adviser Ratings Welcome to Adviser Ratings

by Christopher Zinn

The consumer revolution means technology allows us more power than ever, and Adviser Ratings' launch shows how technology democratises financial advice. Read on...

ANZ Flagging The Sale of Its Wealth Businesses ANZ Flagging The Sale of Its Wealth Businesses ANZ Flagging The Sale of Its Wealth Businesses

by Rodney Lester

The shake up of the Australian wealth industry looks like continuing with reports that ANZ may be looking to sell off key parts of its wealth management business. On the back of NAB completing the sale of 80% of its life insurance business to Nippon…

A Day In The Life Of A Financial Planner A Day In The Life Of A Financial Planner A Day In The Life Of A Financial Planner

by Gary Winwood-Smith

If you're not sure how a financial planners day might pan out, Gary Winwood-Smith from Sydney Financial Planning gives us his (light-hearted) take on a typical day in the life of a financial planner...

Trump Win Proves Orange Is The New Black Trump Win Proves Orange Is The New Black Trump Win Proves Orange Is The New Black

by Adam Rowley

Markets up, markets down, markets up again...anyone who thinks they know what the effect of a Trump Presidency will have on the global economy is playing with fire. We just don’t know if he means what he says and will have to wait and see.

Adviser Ratings Profiles Heidi Schwegler Adviser Ratings Profiles Heidi Schwegler Adviser Ratings Profiles Heidi Schwegler

by Heidi Schwegler

Our Adviser Profile this week is Heidi Schwegler, a Platinum Adviser with13 client reviews and an average customer rating of 4.95 out of 5 stars. Heidi advises from AHS Financial in Parkville in Melbourne.

Ask an Adviser - Should I Update My Income Protection Policy For My New Role? Ask an Adviser - Should I Update My Income Protection Policy For My New Role? Ask an Adviser - Should I Update My Income Protection Policy For My New Role?

by Leigh Morris

I have 60% of my income covered by an Income protection policy set up by a previous adviser and I am wondering whether I have to go through the whole process again for my new role?