Profiles
Continuing the fee-for-service legacy
“We feel his guiding hand”: Joe Stephan on continuing the legacy his father began by charging a fee for advice to a small client base.
Johanna RobertsMarch 4, 2019
Profiles
Profiles
Near-death experience led adviser to AMP
Les McGuire’s list of achievements in the advice industry since he almost died is testament to the fact he wanted to change people’s lives.
Johanna RobertsFebruary 25, 2019
Profiles
In search of the heroes and villians
Dixon, who is already in withdrawal, wonders where to direct his attention after the Royal Commission show ends its dramatic run.
Dixon BainbridgeFebruary 25, 2019
Profiles
In their own words: A whole new ball game
It was Brad V Brad. Wira was known on the field as a "tagger", and they called Johnson the "Smiling Assassin". Working together as financial adviser and client is a change-up for these two former fierce competitors.
Tahn SharpeFebruary 24, 2019
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
Profiles
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
Profiles
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
Profiles
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