Category: Blog

Conversations that Matter – Anne Marie Seagrim

Anne-Marie Seagrim says that “money is in her blood”.  practice is based in South Australia and is focused on Estate Planning and looking after the needs of the entire family. In this interview with Cass Boyle, Anne Marie shares her stories and learnings, her belief that estate planning is the key to financial advice that considers […]

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 […]

Madison Confidential

Madison 2016 Social Calendar 1st November – Melbourne Cup Luncheon 9th December – Annual Adviser Drinks   Reasons to celebrate A very Happy Birthday to all our September babies!! David Chapman of Christies Accountants Viv James of Halcyon Wealth Advisers Alan Oakley of CG Wealth Kate Piddington of Ironbark Wealth Advisers Garry Moore of Beau […]