Get the green light to turn SMSF prospects into clients

The rapid growth of the Self Managed Super Fund (SMSF) sector is well known and well documented. I was recently invited to take part in the SMSF Podcast Show by TheDunnThing, on exactly that, with a focus on how to Continue reading Get the green light to turn SMSF prospects into clients

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From finalist to 2013 AFA Adviser of the Year – my journey

I can still remember being on stage last year with the other finalists at the 2012 AFA Adviser of the Year awards… and my name not being called out as the winner. While I was truly honoured to be a Continue reading From finalist to 2013 AFA Adviser of the Year – my journey

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How I won the top SMILEYS award for 2013

It was a great honour to walk away the winner of the Scholarship award at the Financial Standard’s SMILEYS last week! I flew up to Sydney for the round table discussions with 12 very talented individuals in the industry – Continue reading How I won the top SMILEYS award for 2013

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