The Government’s Quality of Advice Review is meant to ensure Australians have access to high quality, affordable financial advice. But the recent release of Michelle Levy’s consultation paper has generated significant concern in the independent advisory industry, and for good reason.
VISIS team member Katie Robinson has recently moved into the Private Client Adviser role following the successful completion of her professional year and becoming an Authorised Representative of VISIS.
After gaining her bachelor’s degree in property economics, majoring in applied finance and economics, Katie joined the VISIS team a client services officer in 2018.
From humble beginnings sitting around the kitchen table of our Brisbane home working out the name and logo of our business to celebrating a 21st birthday.
VISIS Private Wealth has come a long way and in August our team of partners was joined by more than 300 staff, clients, supporters – and even a few celebrities – at Brisbane City Hall to celebrate.
Taking time out from the rigours of our corporate work world to give back to community is an enriching experience.
My team recently rolled up our sleeves, slung on aprons, swapped keyboards for cooking utensils and attended Ronald McDonald House in Herston to volunteer for the Make a Meal program.
After beginning his career in Auditing, Associate Financial Adviser Brett Fordyce made the move to financial planning as he sought a more client-focused role.
This week marks a month since the Federal Election and a walloping handed to the former Coalition Government by the ALP, Greens and a wave of winning teal independents.
As we approach the new financial year, superannuation rule changes will see widespread benefits for Australians across all stages of life.
As the end of financial year approaches, it’s time to consider how to optimise your tax position in a changing world as Australia learns to live with COVID-19 and a new Government.
Just a week out from the Federal election the inevitable war of words is reverberating through Australian media, households, and workplaces.
If you ask most people on the street if the share market is higher or lower than before COVID, the chances are they will tell you it’s down, especially after the sell-off we saw earlier in the year.
Advice you can trust, results you can enjoy.
