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    COVID-19: Navigating the current ‘Infodemic’
    Finzo
    • Mar 20, 2020

    COVID-19: Navigating the current ‘Infodemic’

    What a week. What a month. What a year. Over the past couple of days, I’ve been thinking a lot about the importance of conversations.
    Time Out: Insurance industry in for a shake-up
    Finzo
    • Dec 16, 2019

    Time Out: Insurance industry in for a shake-up

    In this podcast, CEO Nick Stewart and our advisory board member Milton Jennings discusses how FSLAA's (formally FSLAB) proposed framework wi
    Preparing for FAP licensing
    Finzo
    • Dec 4, 2019

    Preparing for FAP licensing

    CEO Nick Stewart in a sit-down interview with Philip Macalister from Good Returns discussed FAP licence regime and uncertainty around costs
    Time Out: Part 3 of Australian Tales
    Finzo
    • Nov 18, 2019

    Time Out: Part 3 of Australian Tales

    Peter Mancell and Nick Stewart talk about the pros and cons of holding a FAP license versus operating under a license holder (dealer group).
    Finzo selects JHC’s Neon
    Finzo
    • Nov 17, 2019

    Finzo selects JHC’s Neon

    Integrated financial solutions provider Finzo announced that it will be implementing JHC Neon.
    Time Out: Part 2 of Australian Tales
    Finzo
    • Nov 11, 2019

    Time Out: Part 2 of Australian Tales

    Let's talk about the paperwork, time and costs to apply and maintain the financial advice provider license.
    Time Out: Part 1 of Australian Tales
    Finzo
    • Nov 8, 2019

    Time Out: Part 1 of Australian Tales

    Let's hear some Australian tales from Peter Mancell, Managing Director at FYG Planners Pty Ltd.
    Finzo hires in-house compliance officer
    Finzo
    • Nov 7, 2019

    Finzo hires in-house compliance officer

    Finzo has attracted a strong international candidate into a key role as compliance officer.
    Finzo reaches data 'milestone'
    Finzo
    • Oct 30, 2019

    Finzo reaches data 'milestone'

    Adviser group Finzo, along with Iress, have established a data feed that they say will help increase advisers’ business efficiency.
    What it means to run a Trust in 2021?
    Finzo
    • Sep 16, 2019

    What it means to run a Trust in 2021?

    On 30th July, an important piece of legislation which affects many people received a Royal Assent but received little media attention.
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