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SAM ZERVIDES
Financial planning
The move is part of Australian Wealth Solutions strategy to address the needs of more sophisticated clients....
Financial planning
Australian Wealth Solutions principal, Sam Zervides has questioned whether politicians and regulators fully understand the damage which has been inflicted on the financia...
People & Products
Sam Zervides has been elected president of the Victorian branch of the Institute of Public Accountants....
Accounting
While many accountants have been proactive in restructuring their businesses to ensure they are “relevant and successful” in the future, “a significantly greater number” ...
Financial planning
Accountants have been urged to future proof their business in a bid to keep up with the changes, challenges and opportunities the financial planning industry is facing. ...
Financial planning
The intergenerational wealth transfer will be the hottest client issues for advisers in 2018, according to Australian Wealth Solutions principal, Sam Zervides....
MARKET INSIGHTS
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Podcast
What happened to the 700,000 million of MLC if $1.2 Billion was migrated to Expand but Expand had only 512 Million in in...
The judge was quite undrstanding! THEN AASSIICC comes along and closes him down!All you 15600 people who work in the bu...
How could that underestimate happen?usually the quote transfer straight into the SOA, and what on earth has the commissi...