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SAM ZERVIDES
Financial planning
The move is part of Australian Wealth Solutions strategy to address the needs of more sophisticated clients....
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...
People & Products
Sam Zervides has been elected president of the Victorian branch of the Institute of Public Accountants....
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” ...
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. ...
Financial planning
The intergenerational wealth transfer will be the hottest client issues for advisers in 2018, according to Australian Wealth Solutions principal, Sam Zervides....
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MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...