30 Years

Quote: “The penalty good men pay for indifference to public affairs is to be ruled by evil men.” Plato

After 30 year experience in financial services I freelance my experience and expertise as a Business Specialist to financial planning firms and I write submissions to government or a board of directors to change policy in the best interests of the business and the client.

It’s very important that a financial adviser remains in business by charging a decent fee to make a decent profit, decently!

I have a lot to say about the cost of advice in the best interest of the client. I’ll be discussing:

  • the history of financials services from the 1980s to today
  • the types of business models that evolved over time
  • popular advice themes and those that came unstuck
  • if the amount of regulation is any guide, why don’t more Australians get advice?

Please feel free to contact my anytime:

Julie Matheson FPA Profile

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