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Advisers May Now Value Professional Associations More Advisers May Now Value Professional Associations More Advisers May Now Value Professional Associations More

by Adviser Ratings

With Australia’s two major advice associations set to merge, we took a look at the historical and current membership numbers for the Association of Financial Advisers (AFA) and Financial Planning Association (FPA). The figures shed light on how much…

Advisers Answer A Question On Superannuation Beneficiaries Advisers Answer A Question On Superannuation Beneficiaries Advisers Answer A Question On Superannuation Beneficiaries

by Adviser Ratings

In our 'Ask an Adviser' series this week, three advisers look at how to ensure nominated superannuation beneficiaries are binding.

Ask An Adviser - How Do I Ensure My Super Beneficiaries Will Receive Payment? Ask An Adviser - How Do I Ensure My Super Beneficiaries Will Receive Payment? Ask An Adviser - How Do I Ensure My Super Beneficiaries Will Receive Payment?

by Shane Hatch

Shane Hatch of Hatch Financial Planning in Loganholme, QLD answers a question on ensuring superannuation beneficiaries are binding.

Ask An Adviser - How Do I Ensure My Super Beneficiaries Will Receive Payment? (1) Ask An Adviser - How Do I Ensure My Super Beneficiaries Will Receive Payment? (1) Ask An Adviser - How Do I Ensure My Super Beneficiaries Will Receive Payment? (1)

by Ron Pratap

Ron Pratap of RP Wealth Management in Oran Park, NSW answers a question on ensuring superannuation beneficiaries are binding.

Ask An Adviser - How Do I Ensure My Super Beneficiaries Will Receive Payment? (2) Ask An Adviser - How Do I Ensure My Super Beneficiaries Will Receive Payment? (2) Ask An Adviser - How Do I Ensure My Super Beneficiaries Will Receive Payment? (2)

by Matthew Rea

Matthew Rea of Tribeca Financial in Hawthorn, VIC answers a question on ensuring superannuation beneficiaries are binding.

Weekly Adviser Movements for Australia up to March 23, 2023 Weekly Adviser Movements for Australia up to March 23, 2023 Weekly Adviser Movements for Australia up to March 23, 2023

by Adviser Ratings

What’s happening in the adviser world this week? Luke Withers brings you all the latest in this video.

Accountants Call Time On Limited Advice, Will The Segment Survive? Accountants Call Time On Limited Advice, Will The Segment Survive? Accountants Call Time On Limited Advice, Will The Segment Survive?

by Adviser Ratings

The limited licensee model became popular with accountants five years ago, but a series of changes have caused most of these professionals to hand back their licences. We take a close look at the numbers, what’s happened, and what the Quality of…

Ask An Adviser - Can I Borrow Money To Begin Investing? Ask An Adviser - Can I Borrow Money To Begin Investing? Ask An Adviser - Can I Borrow Money To Begin Investing?

by James Rawlings

James Rawlings of DW Private Wealth in Manuka, ACT responds to Paul's question on borrowing money for investment purposes.

Weekly Adviser Movements for Australia up to March 30, 2023 Weekly Adviser Movements for Australia up to March 30, 2023 Weekly Adviser Movements for Australia up to March 30, 2023

by Adviser Ratings

Discover who’s new and what’s happening in the industry with this week’s adviser movements video, presented to you by Luke Withers.