Posts by feelcreative

Recently I’ve been involved in, or privy to conversations about leadership, ethical behaviour and the intersection between the two. The conversations have arisen in various social and professional situations. For example, Angus (my son) and I were discussing Nick Kyrgios’ recent behaviour in Cincinnati, which has now led to tennis greats Martina Navratilova and Jim…

The first FASEA adviser exam has been sat and results have been released. It’s outstanding to see that over 90% of advisers passed. We’re aware several advisers in our community sat and passed the exam. Congratulations to these advisers and thank you for sharing your success with our team. We enjoyed receiving the texts and…

I’ve appreciated the time I’ve spent with the Principals and Advisers these last few weeks whilst facilitating the Principals’ Briefing and Good Governance Summit. Listening to your questions, opinions and insights triggers thoughts and questions in my own mind about how to ensure we help you navigate the many obstacles in your way over the…

As we commence a new financial year, we are bearing witness to the financial services industry navigating the ‘perfect storm’ of change. There is an increasing move to ‘privately owned’ AFSLs as institutions divest their financial advice businesses. Approximately 55% of registered advisers sit within the privately-owned segment. The remaining 45% sit across the ‘Big…

And so we close another financial year. No doubt you’re focusing on organising your clients and preparing them for tax time. I hope things are going as smoothly as possible for you. A few of you have sat the first round of the FASEA exam and now waiting for the result. One adviser identified an…