Month: September 2016

Protected: PHAROS Annual Conference 2016 kicks off addressing Financial markets and the Impact of Economic and Monetary Policy

Protected: PHAROS Annual Conference 2016 kicks off addressing Financial markets and the Impact of Economic and Monetary Policy

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Risk & Professional Standards (R&PS) Update

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

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!

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 […]

Financial considerations for entering residential aged care

Financial considerations for entering residential aged care

  Phil Anderson and Minh Li from Challenger discuss what how you can help your clients consider what their needs are with respect to entering aged care – Please click here for the video presentation or click here for powerpoint presentation.