Profiles

Less competition could hurt consumers

Brad Lonergan, an adviser based in Newcastle, welcomes the royal commission recommendations but worries less competition could negatively impact outcomes for consumers.

Johanna RobertsFebruary 7, 2019

From fruit stall to financial planning

Olivia Maragna’s farming background has helped her deal with the challenges of running her financial planning business, which now has 12 staff, including four planners.

Johanna RobertsJanuary 24, 2019

Advice without borders

Caroline Bell moved to Berlin three years ago but still manages to advise clients and operate in her financial planning practice based in Melbourne.

Johanna RobertsJanuary 11, 2019

The case for keeping it small and lean

Many practice owners might want a big business that ticks over while they’re sitting on a beach somewhere but Alex Jamieson says less size usually means less headache.

Johanna RobertsJanuary 7, 2019

Still giving props to property

ProSolution’s Stuart Wemyss often finds a place for direct investment in property within clients’ portfolios and argues that more advisers should do the same.

Johanna RobertsDecember 14, 2018

In their own words: one client’s world cup journey

Jacqui Macri is a nurse and a die-hard soccer fan. She missed playing this season for her local club because of a knee injury but she wasn't going to miss cheering on the Socceroos at the World Cup in Russia, thanks to a little help from her financial planner.

Matthew SmithDecember 5, 2018

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Profiles

Profiles

Less competition could hurt consumers

Profiles

From fruit stall to financial planning

Profiles

Advice without borders

Profiles

The case for keeping it small and lean

Profiles

Still giving props to property

Profiles

In their own words: one client’s world cup journey

Profiles

‘Ordinariness’ is star adviser’s superpower

Profiles

Advice part man, part machine

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