When I completed the CFA program in 2001, I was told there were only two women in the Melbourne chapter before that year. When I went to my first investment briefing lunch in a fund manager boardroom, I was the only woman of around 30 attendees.
Aren't financial planners just for wealthy people? That's a myth, says David Sharpe, a certified financial planner and chair of the Financial Advice Association Australia.
Working with financial advisers can drastically improve your quality of life, new research shows. But if that's the case, why is hardly anyone using them?
Is a financial advisor the missing piece to your financial puzzle, or is that an unnecessary cost? Jeremy Lack joins us on the Friends With Money podcast.
The Compensation Scheme of Last Resort has made its first payments to four victims totalling more than $360,000, three of which related to bad financial advice.
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