The Coalface

Showing 1 - 5 of 26

THE COALFACE: Shorten reflects on 2012 and regulatory changes

By WP | 4/02/2013 12:00:00 AM

Wealth Professional talked to Financial Services Minister Bill Shorten as he reflects on 2012, what he is most proud of, and what he has planned for 2013.

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THE COALFACE: Act honestly and be approachable

By WP | 8/01/2013 12:00:00 AM

Anthony Stedman believes in honesty and needs-based advice to best serve clients. He took out place number 5 in Wealth Professional's Top 50 Advisers competition, read his interview to see why.

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THE COALFACE: Clients key to financial planning success

By WP | 3/01/2013 12:00:00 AM

He came second in Wealth Professional's Top 50 Advisers competition, with 145 clients and $250m funds under management. What does Charlie Viola put his acheivement down to?

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THE COALFACE: Our biggest challenge is compliance

By Robin Christie | 22/11/2012 12:00:00 AM

Former Olympic hopeful Roger Perrett talks to Wealth Professional about the challenges of servicing the business market.

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THE COALFACE: Planning for a cause

By Robin Christie | 20/11/2012 12:00:00 AM

Are you looking to give something back to the community? Take some inspiration from this free financial advice program for cancer sufferers.

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THE COALFACE: A man is not a plan

By Robin Christie | 15/11/2012 12:00:00 AM

Why women should stand on their own two feet financially, and how to bring more female clients into your practice.

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Showing 1 - 5 of 26

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