Good software frees advisers to adviseBY ALEX DUNNIN | WEDNESDAY, 12 SEP 2007 11:44AMThe mark of good financial planning software is that it allows planners to spend more time with clients and less on administration, the Australian Financial Advisers (AFA) Future of Financial Planning Technology luncheon club heard yesterday. |
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Inheritors struggle to act on financial advice: Survey
|Australia's wealthy inheritors are making major financial decisions before they feel ready, with new research highlighting a gap between receiving professional advice and having the confidence to act on it.
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David Sharpe
CHAIRMAN
FINANCIAL ADVICE ASSOCIATION AUSTRALIA
FINANCIAL ADVICE ASSOCIATION AUSTRALIA
A family man, business owner, cricket fanatic and financial adviser, David Sharpe has many facets. One of his biggest legacies, as he steps down as chair of the Financial Advice Association Australia, is leaving the profession stronger than he found it.






