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Wealth Professional forum is the place for positive industry interaction and welcomes your professional and informed opinion.



Topic & Comments Name Date

A director that unlawfully advised clients to set up a SMSF has been banned from financial services for three years
18 May 2013 09:10 AM
Tony Abbott’s budget reply announced savings that would relieve pressure on households, but will also raid clients’ future superannuation balances
17 May 2013 07:09 PM
The AFA and FPA may agree on the enshrinement of “financial planner” and “financial adviser”, but the fine print is still up for debate
17 May 2013 04:27 PM
In an excerpt from the July 1943 edition of a publication called 'Transportation Magazine', male supervisors received some useful advice about managing women in the workplace.
17 May 2013 02:03 PM
For a fleeting moment yesterday, the structure of super fund boards was to undergo a drastic change. Four hours later, Cormann’s victory was ripped out from underneath him
17 May 2013 10:42 AM
The Federal Budget has been criticised for its lack of support when it comes to small business, with some measures expected to increase costs for finance professionals
16 May 2013 10:13 PM
Before you think of expanding your business with an ex-BOLR portfolio, there are four vital points that you need to take into account. Are you being ripped off?
16 May 2013 08:34 PM
While there weren’t any major changes to the super reforms announced in April, there was one new introduction that has industry professionals excited
16 May 2013 11:12 AM
Your clients are under the misconception that they don't need life insurance, and here are some of their most popular excuses
15 May 2013 03:15 PM
MDAs are becoming increasingly popular as they benefit client and adviser alike, but some people in the sector will miss out if ASIC’s proposed regulations are made law. Are you in the MDA game?
14 May 2013 08:52 AM
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Property spruiker banned from financial services

A director that unlawfully advised clients to set up a SMSF has been banned from financial servic...
By WP | 18/05/2013 9:10:26 AM

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