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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....
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...