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JULIE BERRY
Features
With many people focused on how far their investments have plummeted, it is an opportunity for advisers to contact with their clients on tax to make sure they are making ...
Policy & Regulation
Tax financial advisers must not follow existing flexible arrangements under the Tax Practitioner Board’s code if the Financial Adviser Standards and Ethics Authority’s eq...
Financial planning
Former Financial Planning Association chairperson and chair of the Institute of Financial Advisers in New Zealand, Julie Berry is this year’s winner of the Lifetime Achie...
MARKET INSIGHTS
Never miss the latest news and developments in wealth management industry
Podcast
Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...
Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...