by susan@thetaleagency.com | Apr 23, 2025 | Latest News, Professional Planner
Women who joined the financial advice profession believe it is more than about giving advice with – some pursuing different business models that prioritise financial outcomes for women. The Women in Financial Advice series, hosted by Professional Planner in...
by susan@thetaleagency.com | Apr 23, 2025 | Latest News, Professional Planner
Greater promotion of advice to young people, a pathway for international students to work in Australia and more flexibility in the way ASIC licences advisers wanting time off are three ways to attract more advisers to the profession, and advice can be made a more...
by susan@thetaleagency.com | Apr 23, 2025 | Latest News, Professional Planner
Flexibility needs to be front and centre to attract women to the profession, according to a panel discussion. A BT-hosted morning tea celebrating International Women’s Day heard during a panel discussion that part of what is holding back gender equity in advice is the...
by susan@thetaleagency.com | Apr 23, 2025 | Latest News, Money Management
Women still account for less than one-quarter of the Australian financial advice profession, having seen no growth in the past 12 months. Wealth Data analysis demonstrates that just 22 per cent of all financial advisers on the ASIC Financial Advisers Register (FAR)...
by susan@thetaleagency.com | Apr 23, 2025 | AFR, Latest News
If most of Australia’s top-performing financial planners are men, then why is it that I’d still prefer to work with a female adviser? When it comes to making money, most of us want the best. It’s a bit like going to a heart surgeon – performance and track record are...
by susan@thetaleagency.com | Apr 23, 2025 | Latest News, Perpetual
Carolyn O’Reilly is a financial adviser at Perpetual Private which, late last year, launched its “Advice for women, by women” initiative. She is one of seven female advisers who are dedicated to building a supportive and inclusive environment for female clients to...
