From March 9-11 2020, we held our national conference in Sydney at the Stanford Plaza Airport Hotel. With the backdrop of COVID-19, it was a strongly attended, but well sanitized event with a focus on compliance. As always, Bob Fowler kicked proceedings off introducing several new advisers and conference attendees. Norma Samson of Baharian Wealth, […]
FYG Planners are pleased to announce Ritch Life Advice have joined our financial services licensee. Ritch Life Advice is a privately owned financial planning practice operated by Wade Ritchie in Melbourne. Wade holds a Diploma of Financial Planning from Deakin University, a Master of Personal Financial Planning from USQ, a Bachelor of Engineering (Mechanical) with first […]
Economic Overview The geopolitical risks that dominated for much of 2019 faded in Q4, supporting global share markets. Trade uncertainty faded with the US and China’s phase one trade deal announcement, while economic data remained stable. The trade deal, signed on January 15 means planned new tariffs will not be imposed, while US tariffs imposed […]
FYG Planners are pleased to announce Covenant Wealth have joined our financial services licensee. Covenant Wealth are a privately owned financial planning practice operated by Tudor Cosma in Southbank, Melbourne. Tudor has a Bachelor of Business (Financial Planning) from RMIT, holds a CFP® designation and after working for a larger advisory group decided it was […]
FYG General Manager Andrew Wootton outlines five key reasons advisers looking for a new AFSL should consider partnering with FYG Planners.