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Adviser Ratings Profiles John O'Brien Adviser Ratings Profiles John O'Brien Adviser Ratings Profiles John O'Brien

by John O'Brien

Our Adviser Profile this week is John O’Brien, a Partner at VISIS Private Wealth operating out of Brisbane. John is a Platinum adviser with 16 client reviews, with an average client rating of 4.9 out of 5 stars.

Ask an Adviser - Gifted Money and Centrelink Benefits Ask an Adviser - Gifted Money and Centrelink Benefits Ask an Adviser - Gifted Money and Centrelink Benefits

by Ben Neilson

My father wants to gift my brother and myself an equal A$250,000. Will this have any impact on our declared Centrelink income (currently $130,000 combined family income) and the childcare rebate and childcare benefit?

Women’s Index: Progress Score Gains On Jobs, Wages and Boards Women’s Index: Progress Score Gains On Jobs, Wages and Boards Women’s Index: Progress Score Gains On Jobs, Wages and Boards

by Bianca Hartge-Hazelman

Women's Index sets aspirational target which finds economic equality could be here in just over a decade but only if pace of progress keeps up.

The Bigger Picture - How Can Advisers Help? The Bigger Picture - How Can Advisers Help? The Bigger Picture - How Can Advisers Help?

by Adviser Ratings

The recent 10-year anniversary of what became known as the “GFC” invariably raised questions about what we have learned and what has changed that might prevent a similar calamity in the future. Many think another crisis is imminent. Do financial…

Is Your Loyalty To Your Bank Hurting Your Savings? Is Your Loyalty To Your Bank Hurting Your Savings? Is Your Loyalty To Your Bank Hurting Your Savings?

by Luke Mase

Platinum Adviser Luke Mase says the funny thing about loyalty is that the longer we remain loyal, the stronger our desire to remain loyal becomes. Knowing this, is it possible that an institution has been taking advantage of your loyalty ever since…

8 Tips To Spend Less During The Extravagant Quarter 8 Tips To Spend Less During The Extravagant Quarter 8 Tips To Spend Less During The Extravagant Quarter

by Matthew Ross

Spring is here and Christmas is just around the corner. There is a buzz in the air and during this time there is a lot of opportunity to spend more than you would normally. Can we save money in a quarter when there is typically a lot of spending?…

Adviser Ratings Profiles Steven Nickelson Adviser Ratings Profiles Steven Nickelson Adviser Ratings Profiles Steven Nickelson

by Steven Nickelson

Steven Nickelson is a Platinum adviser with 50 client reviews and an average client rating of 4.83 out of 5 stars. Steven is the Managing Partner of Income Solutions in Richmond, Victoria.

Ask an Adviser - Should I Spend Some Of My House Deposit Savings On A Car? Ask an Adviser - Should I Spend Some Of My House Deposit Savings On A Car? Ask an Adviser - Should I Spend Some Of My House Deposit Savings On A Car?

by Alison Greenwood

Hello, I'm currently in 2 minds as to what I should do in regards to whether I should borrow money to purchase a new car or use some of my savings which I've put away for a house deposit? I'm hoping to start applying for home loans in a few months…

Adviser Ratings Launches Robo Advice Register Adviser Ratings Launches Robo Advice Register Adviser Ratings Launches Robo Advice Register

by Adviser Ratings

Adviser Ratings has launched an industry-first review register of direct-to-consumer digital financial planning solutions, or “Robo-advisers”. These digital Smart Tools form an emerging sector that should complement the traditional advice industry…