MENGENAI EPISOD INI
Family planning, divorce, binding financial agreements – topics that are taboo for many financial advisers. Albeit sensitive, these are important issues that advisers should never shy away from.
To tell us why, Jordan Vaka, an independent financial adviser at Jordan Vaka PlanningSolo, and Cara Graham , principal wealth adviser at The Wealth Designers, join us in this podcast recorded at the 2024 FAAA Congress.
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Australia
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EPISOD LAIN DALAM PODCAST INI
What does it mean when the nation’s largest superannuation fund makes a major play for an expanded financial advice offering? Financial Advice Association Australia chief executive Sarah Abood makes sense of it all.
With more Australians learning about money on TikTok, YouTube and Instagram than ever before, James Wrigley discusses how licensed advisers are using social media to educate, connect with new audiences and reshape the future of financial advice.
James Wrigley is a Certified Financial Planner and ...
Finding the right jockey for private market investments, the double tax that could kill trust structures in Australia, and the right home for an adviser - Charlie Viola of Viola Private Wealth joins Financial Standard to unpack what's moving the wealth industry.
Wealth Forum's Sheila Cabacungan joins Financial Standard to talk running her own self-licensed advice practice, and what she's learnt advising the migrant community as a first-generation Filipino Australian adviser.
Financial Standard revisits adviser, researcher and advocate Dawn Thomas several years after her profile interview to explore what has changed and what has learned. From authenticity and heart-led advice to business ownership, financial literacy and shaping the future of the profession this is a ...
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