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Showing 1 - 5 of 5 results for "Caboodle Financial Services"

Statements of Advice: Out with the old

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
... are using in their homes every day, to still be wedded to tech from 105B.C. is just wrong," he said. Caboodle Financial Services managing director Peita Diamantidis agreed, saying there is a lack of creativity in the industry. "Something that I think ...

Financial lifestyle coaching: The future of advice

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2017
... way we're approaching [financial planning] and turn it into dreams, hopes, motivation, inspiration," Caboodle Financial Services co-founder Peita Diamantidis said. "All of the apps out there, they help us to get this stuff done. We talk like that's what ...

Advice industry must not rest on laurels: Diamantidis

JAMIE WILLIAMSON  |  FRIDAY, 26 MAY 2017
... industry has resigned itself to underperforming and allowed the public to relegate financial matters. Caboodle Financial Services' Peita Diamantidis believes the financial advice industry is failing for having only engaged 20% of the population, saying ...

AFA award shines spotlight on women in financial advice

MICHELLE BALTAZAR  |  MONDAY, 10 OCT 2016
Peita Diamantidis of Caboodle Financial Services has received this year's AFA Female Excellence in Advice Award for championing the benefits of financial advice for women in the profession and in the broader community. Diamantidis accepted her award ...

AFA Adviser of the Year finalists announced

ALEX BURKE  |  WEDNESDAY, 14 SEP 2016
... director Amanda Cassar, MHP Private Wealth adviser Leo Schodel, Peters McKeown director Patricia Peters, Caboodle Financial Services co-founder Peita Diamantidis and Morgan Stanley Wealth Management senior vice president Susan Rallings. "The awards truly ...
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