by Afrodite Castelli
Video: Adviser Afrodite Castelli from CRA Financial Services on helping out a wide range of clients
by Amanda Cassar
Video: Adviser Amanda Cassar from Wealth Planning Partners on the Gold Coast talks about the importance of protection first...
by Adviser Ratings
The long awaited final report into the banking Royal Commission was released on Monday. It included 76 recommendations from Commissioner Hayne. While some say the report missed the opportunity to fundamentally change the Australian Financial Sector…
by Conaill Keniry
Our Adviser Profile this week is Conaill Keniry, a Silver adviser with 8 client reviews with an average client rating of 5 out of 5 stars. Conaill practises from What If Advice, based on Richmond, Vic and finds working in Financial advice to be…
by Adviser Ratings
One of the key recommendations to come out of the Royal Commission was for the creation a new disciplinary system/body for financial advisers. The recommendation aims to push the industry further along the way to becoming fully “professional”. The…
by Robert Goudie
Gifting - giving away assets or transferring them for less than their market value - and the financial implications of doing so are a topic of concern for many consumers who contact adviser ratings. Many parents do this to help out their children…
by Adviser Ratings
The Royal Commission has recommended that mortgage brokers should be required to adopt the same obligations as financial advisers. In a headline grabbing change the borrower, not the lender, would pay the mortgage broker a fee for acting in…
by PJ Patterson
I want to invest for 5 grandchildren, who are all under 7 currently. I want a 'low' cost option that will give consistent returns over the long run. I anticipate funds could be available for their education, maybe to buy a car or to help them in…
by Adviser Ratings
Adviser Ratings has announced the establishment of an external governance committee to oversee a new rating system on financial advice licensees. The need for licensee ratings has been reinforced by the findings of the Royal Commission that…