October 2012:
Digital content

A guide to the Professional Planner September 2012 edition and links to authors and additional content.

04 – from the editor
Pro bono the key to being a pro
Simon Hoyle – simon.hoyle@conexusfinancial.com.au

06 – wrap
A round-up of the month that was
Andrew Starke – andrew.starke@conexusfinancial.com.au

08 – planner profile
The accidental licensee
Chris Appleyard, Custom Wealth Solutions

14 – advice in action
Everything happens for a reason
A new approach to the future

20 – cover story
Something has got to give
Why more firms need a structured approach to providing pro bono services

26 – investing
When it comes to foreign currency, why hedge?

28 – insurance
Churn debate on hold as FSC plays for time
Andrew Starke – andrew.starke@conexusfinancial.com.au

33 – special report
Insurers locked and loaded, consumers yet to fully engage
To download a PDF version of this Special Report, please CLICK HERE

38 – advice
Pro bono for the not-for-profits
Bill Buttler – bill.buttler@ricewarner.com 

self-managed super
42 – A new strategy for SMSF succession planning
Bryce Figot – bfigot@dbalawyers.com.au
44 – Why D-I-V-O-R-C-E is not always the E-N-D
Louise Biti – louise.biti@strategysteps.com.au 

46 – best practice
Buying or selling, it’s a jungle out there

Ray Henderson – ray@businesshealth.com.au

48 – the profession
Let’s be honest about ‘fee for service’
Robert MC Brown – rmcbrown@bigpond.net.au

opinion
49 – Phil Anderson
50 – Andrea Slattery
52 – Robbie Campo
53 – Mark Rantall

54 – final word
Messing about in a part-owned boat

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How a disappearing adviser exposed vulnerabilities in the governance chain

How a disappearing adviser exposed vulnerabilities in the governance chain

On the face of it, she looked like the model adviser. She was respected by her peers, her advice was good, she regularly won awards, and her clients loved her. Then she started pre-charging clients fees for service, took the money, spent it, and disappeared. That disappearance was ultimately how Count found her.

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