Accessible, professional, affordable Advice

Senator Jane Hume, Minister for Financial Services asked the question how does the profession provide accessible, professional and affordable advice? The Minister was speaking to Helen Dalley at the FPA’s Virtual Congress live Special Event (3/9/2020). To my mind the future of accessing affordable advice lies with the same business model for medical practitioners. After […]

FUM business acquisitions

When National Australia Bank (NAB) acquired MLC Limited in 2000 it paid $4.5 billion for the business. Twenty years later it has sold that business to IOOF for just $1.4 billion and, at the same time, has accepted continuing responsibility for the advice remediation and many of the other regulatory issues which flowed both before […]

Cost of financial advice

It’s in the client’s best interest that their financial adviser remains in business by charging a decent fee and make a decent profit, decently! Laws introduced by the Federal Government since 2001 have steadily increased the cost of advice to be more than $3,000 per client, per year*. The cost of AFS Licensing per adviser […]

Business Specialist CFP

I’m a Business Specialist freelancing my 30 years experience in financial planning to provide pre-vet and post audit review services of your advice files and documents. I can back-test your advice to prove you have delivered services in the best interest of your clients even though there may be missing files or documents. I understand […]

Submission writer

Quote: “The penalty good men pay for indifference to public affairs is to be ruled by evil men.” Plato I write submissions to Federal and state governments on policies which affect laws and legislation in financial services. Some of my submissions have been published in the media. My colleague Peter Roan CFP and I wrote […]

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 […]

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