by Adviser Ratings
Our industry is currently undergoing a massive state of change. FASEA and the Royal Commission are two key agents leading to much anxiety in the world of financial advisers. Everything from fee structures and remuneration to “structural separation”…
by Simon Shepherd
Our Adviser profile this week is Simon Shepherd from Morgans Financial in Chatswood in Sydney. Simon is a Platinum adviser with 18 client reviews at an average rating of 4.74 out of 5 stars.
by Adviser Ratings
Enzo Fantasia has been helping clients in the Bunbury area in WA for over 27 years and has built a loyal clientele over that time. He was one of the first advisers to claim his profile on Adviser Ratings. We thought it might be nice to take this…
by Adviser Ratings
In a move that has but a put the super industry and corporate Australia on notice, last Friday, APRA announced it had launched proceedings to disqualify five IOOF leaders from being superannuation trustees. APRA has alleged that Chief Executive…
by Simon Pederson
You only get one shot at going into retirement, so it is essential that you go in with your eyes wide open. That means being aware of where your income may be coming from, how to plan for living and recreational expenses, and making decisions that…
by Andrew Albury
There are a number of important elements that, when planned, implemented and reviewed correctly and regularly, work together to make a self-managed superannuation fund (SMSF) operate successfully. One of the most critical, and often overlooked of…
by Adviser Ratings
The year is finally winding down, and what a year it has been in the financial advice landscape. The Royal Commission, drip feeding its revelations as it has, has dominated media coverage throughout the year and claimed numerous big scalps along the…
by Adviser Ratings
This time of year provides many possibilities for advisers. Some will be taking the time to get some administrative and business development tasks ticked off their to-do lists. Part of your business development should be taking a moment to get your…
by Adviser Ratings
At Adviser Ratings, we’re all back on deck and looking forward to a massive year – it may well prove to be THE crucial year regarding finance and financial advice in this country. With housing prices falling in much of the country, the impending…