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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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 5 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 4 days ago