Dec 2012 – Jan 2013:
Digital content

A guide to the Professional Planner December 2012 – January 2013  edition and links to authors and additional content.

04 – from the CEO
Lead, or get out of the way

05 – from the editor
Roll call of those who have served
Simon Hoyle – simon.hoyle@conexusfinancial.com.au

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

08 – planner profile
Just little old me
Christine Hornery, Financial Management Solutions

 14  – cover story
Half time in the main game
Mark Rantall and Matthew Rowe reflect on the FPA’s achievements, and the challenges ahead

22 – insurance series – part III
More risk equals higher value – that’s a fact of life
Click here to download a PDF file of this feature

self-managed super
26 – SPAA’s theme is revolutionary in its appeal
Peter Burgess – peterburgess@spaa.asn.au
28 Government takes the sting out of pension ruling
Bryce Figot – bfigot@dbalawyers.com.au 

31 – special report
Earning a fair share of income
Click here to download a PDF of this Special Report

36 – hnwi
Dwindling interest could open the door for planners
Private Bank Intelligence Unit (PBIU) – www.pbiu.com.au
CLICK HERE to download a PDF of the PBIU research

37 – big picture
What ‘end of the boom’ really means
Frank Gelber – fgelber@bis.com.au

best practice
38 – Ready, set … deal!
Ray Henderson – ray@businesshealth.com.au
40 – What unites planners and accountants
Martin Mulcare – martin@scat.com.au

41 – sharemarket
It’s OK to be overweight – or even obese
Ron Bewley – ron.bewley@woodhall.com.au

opinion
42 – Andrea Slattery
44 – Brad Fox
45 – Mark Rantall

46 – final word
Beware of pale imitations
Dixon Bainbridge – dixon.r.bainbridge@gmail.com

 

, , ,

Leave a Comment

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.

Sort content by