Financial advice group Omniwealth’s new senior adviser, Maria Dyson, specialises in managing client portfolios for sophisticated investors, mainly in equities and risk. She joins Omniwealth from Perpetual Private.
Why financial advice?
It is something I was encouraged to undertake following my departure from the Reserve Bank. My employer at that time owned a financial planning business and he convinced me that it was the right direction for me.
How would you sum up advisers in three words?
Professional, empathetic and trustworthy.
How would you change the industry?
Enforce a negotiated flat fee between adviser and client, instead of charging a FUM based fee for financial advice.
Best advice you’ve ever been given?
Pursue a career in financial planning.
What’s the most important thing an adviser can do to develop their business?
Ensure the client’s experience is a valuable, useful and enjoyable experience so that they feel inclined to want to refer you to other people in their world.
If you were Prime Minister for one day, what would you do?
Significantly increase the concessional super contribution cap.
What’s the biggest challenge facing the industry today?
Changing the general public’s perception of financial advisers – create a more trustworthy image.
NRL, AFL, soccer or other?
What’s your favourite drink?
Water – but if that is too boring, make it a cider.
If you could invite three people to dinner, dead or alive, and excluding family and friends, who would they be and why?
– I’ve always loved Elvis.
– what really happened in that tunnel?
George Bush Jnr
– for insight into the events following 9/11
Complete this sentence: If I wasn’t in advice, I would be…
Probably an accountant.