SAM ZERVIDES

Financial planning

The move is part of Australian Wealth Solutions strategy to address the needs of more sophisticated clients....

image
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...

image
People & Products

Sam Zervides has been elected president of the Victorian branch of the Institute of Public Accountants....

image
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” ...

image
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. ...

image
Financial planning

The intergenerational wealth transfer will be the hottest client issues for advisers in 2018, according to Australian Wealth Solutions principal, Sam Zervides....

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

13 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

13 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

14 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago