Finally getting things sorted
Hooray, I’ve got the website back up and running. Nasty malware, hosting issues and a limited amount of time and IT knowledge on my part, had all kept me locked out for a while. It’s taken considerable wrangling and effort behind the scenes but things are finally on the mend. The funny part is the...
Understanding financial planning qualifications in Australia
Nearly every day I get asked to explain the qualifications needed to be a financial planner so I thought I’d shed some light on the issue here. The Australian Securities and Investments Commission’s (ASIC’s) Regulatory Guideline 146 (RG146) sets out the minimum financial educational standards required to be licensed as a financial planner or financial...
What is FoFA?
In Australia, FoFA stands for Future of Financial Advice reforms. In 2010, the Government decided that they would turn their minds to putting in place new laws that would help the general public to feel confident about obtaining financial advice. Their impression was the general public had a lack of trust and confidence in the...
Financial Planning businesses have to be profitable too
In a previous post we touched on the subject of the public’s perception of financial planners. In this post AdviserHead is going to explore the issue of running a profitable financial planning business. Any business, whether it’s financial planning or a corner store, needs to focus on one basis principle to remain profitable and that...
What’s the real public perception of financial planning?
I’ve often wondered what we can do about why some people think that financial planning businesses are evil or fraudulent. Since when did making a profit become illegal or amoral? The Financial Services Reform Act has been in effect since March 2002 and there have been many changes since then. That’s over a decade of...
Social Media ‘Wimbledon’ Lesson
Recently the twittersphere came alive following a young 21-year-old lady’s post asking ‘Is Wimbledon always held in London?’ The furore that erupted was intense and ultimately resulted in her deleting her twitter account as reported in the media. So what was all the fuss about? Aren’t we constantly told ‘there’s no such thing as a...
Resume Design Tips and Insights
We’ve all applied for jobs and had that moment before hitting the ‘Apply’ button when you wonder if your resume is up to scratch. I’ve known people to spend hours speaking to friends or researching on the internet in an attempt to find the perfect resume. But does such a thing really exist? Having waded through...
Avoid harming your career
After working in recruitment and human resources for many years I can certainly relate to the pointers in this recent article. Speaking from experience, it’s true that what seems like a fantastic opportunity to good to refuse turns out to be much less attractive in the long run. I’ve had many hiring managers calling me very...
