Category: News

Using video in your business

  An introduction to Why, how and what videos you can use in your business with marketing manager, Georgia Lane. Georgia looks at producing your own, outsourcing and buying already produced videos and also platforms you can use.  To view presentation please click HERE

Risk & Professional Standards (R&PS) Update

  Directors of Storm Financial found to have breached their duties under the Corporations Act The Federal Court has found that the directors of Storm Financial, Emmanuel and Julie Cassimatis, breached their duties as directors. The Court also found that Storm Financial provided inappropriate advice to certain investors. Since around 1994, Storm Financial operated a […]

PARAPLANNING UPDATE

Updated Templates Please note that all of the Madison Advice templates on CoMetrix and also in Xplan and Coin have been updated for the following: New Sydney office address New FSG Version 27 Removal of association with Wealthdirect   Paraplanning Request Form   An updated Paraplanning Request Form has also been loaded in the Cometrix […]

PHAROS CONFERENCE 2016 – Sold Out, record numbers!

We have really stepped up to the plate this year pulling superior speakers, bigger numbers and a better venue allowing us to go above and beyond our previous conferences. Our illustrious speakers are; Steve Vamos Holly Ransom, Dr Jason Fox Dr John Edwards Carol Austin And of course Kylie Sprott our MC and highly accomplished […]

New members to the PHAROS Investment Committee

We are pleased to announce the appointment of Tim Farrelly and Brian Nash as the newest members of the PHAROS Investment Committee Tim Farrelly is Principal of Farrelly’s Investment Strategy which provides strategy and asset allocation advice to investment professionals. Before founding Farrelly’s in 2004, Tim was an Executive Director of Macquarie Bank Ltd, and […]

Xplan Transformation Project

  Thank you to everyone who completed the survey. Many of you attended the Knowledge Collective session which I know you found useful, to understand what the site will look like. It also raised more questions, which we have tried to answer through your calls, emails and visits. If there are any questions you have […]