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The dead parrot of financial planning

In Monty Python’s famous Dead Parrot sketch, John Cleese tries to return a clearly dead parrot to the pet shop, but the shopkeeper insists it’s “just resting.” In this guest article, Adelaide adviser Richie Parsons tells why he is haunted by this sketch.

Richie Parsons | 27th Mar 2025 | More
From work experience to GM, the journey continues

As a Curtin University commerce student in the early 2000s doing a financial planning major, Bree Stevens was delighted to be offered a part-time job with Perth advice firm Blueprint Wealth. She figured she could work a day a week, pick up some industry experience and get a feel for whether real-world financial planning matched the way she was starting to think about the profession from her coursework.

James Dunn | 27th Mar 2025 | More
  • Platforms rise to multi-pronged set of challenges

    The advice community is being well-serviced by platforms, according to the research house Investment Trends’ 2024 Platform Competitive Analysis & Benchmarking Report.

    Nicholas Way | 20th Mar 2025 | More
    The six mistakes investors (and advisers) make

    There’s nothing like a market correction to trigger a crisis in confidence for investors and advisers alike. Having been rewarded for taking on more risk and allowing ever-greater levels of concentration to creep into portfolios, a widespread, Trump-driven sell-off is beginning to bring diversification back into focus again.

    Drew Meredith | 20th Mar 2025 | More
  • 50 for 50: A journey through advice and investment

    An imminent big-milestone birthday has the Brilliant Investment Group (BIG) executive chair thinking about what he’d like to see this year.

    Jamie Nemtsas | 7th Mar 2025 | More
    Receiving and giving back drives the advice career path forward

    What do you do when you finish high school? “Go with your strengths,” Peta Nunn’s school careers counsellor told her. So, she found herself in a maths degree at university. But something didn’t feel right.

    James Dunn | 6th Mar 2025 | More
    SOA much more to advice than just the statement

    “Everyone has a plan until they get punched in the face.” While not known for his financial advice, Mike Tyson’s famous quote likely resonates with those planning for and entering retirement.

    Drew Meredith | 24th Feb 2025 | More
    New year, new connections and new ideas

    Investing is often seen through the lens of numbers, charts, and performance metrics. But at its core, investing is about people. It’s about the relationships we build, the trust we foster, and the communities we create.

    Drew Meredith | 24th Feb 2025 | More
    Placing clients at the centre has built Centaur

    There are plenty of people in the investment industry who say they have been influenced by legendary investor Warren Buffett, but for Gold Coaster Hugh Robertson, the obsession with the “Oracle of Omaha” started when he didn’t really know anything about him. It was the start of a journey that led to his advice firm, Centaur Financial Services.

    James Dunn | 17th Feb 2025 | More
  • Levera Filling the Missing Link for Tasmanian Advice firm

    Melbourne-based Link Wealth Group has acquired its fourth advice practice, buying a majority stake in Hobart-based full-service financial advisory firm, Sky Advisers.

    James Dunn | 13th Feb 2025 | More
    Data and technology the key growth (and risk) areas for advice in 2025: EY

    While firms are focusing on improving their operational capability and leveraging good technology to make their practice more efficient, this ambition needs to be tempered by an awareness that those same opportunities create openings for different risk sets.

    Tahn Sharpe | 6th Feb 2025 | More
    Why women will get 95 per cent of the US$54 trillion spousal wealth transfer

    By dint of the fact that they have longer life-spans, women are set to receive the vast majority of spousal inheritances in the next quarter century or so. For advisers, that shift has important implications.

    Tahn Sharpe | 3rd Feb 2025 | More
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