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Taking the leap from associate to provisional adviser

Three advisers share their experience and guidance when stepping up from an associate role to a provisional financial adviser, including the responsibility of managing their own clients for the first time. ....

Alexis Kavaliotis , Sosha Jay , Andrew Clucas , Money Management , Unite Wealth , Mcgregor Wealth ,

From A-grades to advice: Embarking on a career change

As the financial advice industry looks to embrace career changers, Money Management speaks with a former teacher and international development worker who took the leap into advice. ....

Joel Perryman , Andrew Clucas , World Vision International , Deakin University , Money Management , Sunshine Coast Based , Mcgregor Wealth , Graduate Diploma , Financial Planning , Professional Year ,

Diverger acquires majority interest in private wealth firm

Diverger acquired a stake in Melbourne-based Paragem advice firm Atkinson Saynor Private Wealth, using its transitional equity model. ....

David Saynor , Nathan Jacobsen , Melbourne Based Paragem , Atkinson Saynor Private Wealth , Mcgregor Wealth ,

Centrepoint wants scale, just not with Diverger - Professional Planner

Diverger believes Centrepoint’s FY22 results show its acquisition offer provided fair value and maintains consolidating the two licensees is a positive outcome for the industry. However, Centrepoint is eyeing its own acquisition opportunities elsewhere. ....

Nathan Jacobsen , Centrepoint Alliance , Professional Planner Centrepoint , Clearview Advice , Mcgregor Wealth ,