Welcome to our Winter issue
Each issue we talk to FAAA Members about their career experiences, delve into different areas of specialities within advice and celebrate the professional milestones and achievements of our Members.
In this issue we talk to three advisers who have recently sold businesses with an eye to achieving their succession plans and learn what worked, what didn’t, and what they might do differently if they had their time again. Other stories include:
- Dominique Bergel-Grant on specialising in the financial planning needs for clients going through divorce.
- What works best for both the candidates and their supervisors when it comes to the Professional Year.
- Revisiting our Professional Practice of the Year in advance of submissions closing on 3 August for the 2025 FAAA Awards
- Celebrating 50 years in business for Nowak Financial Services
- Recognising the long career of Synchron founder Don Trapnell
- Benefits of learning to provide aged care advice – why so many advisers are choosing to specialise in this area
- And finally, learn more about PFAN and how you can get involved.
We hope you enjoy this issue. Please email us with any feedback. We’d love to hear from you.
Selling your business
The good, the bad and the ugly
For advisers with their own practice, there should always be a consideration to succession and selling. However, as advisers move towards retirement age, the focus may become sharper.
FAAA Awards - Celebrating excellence in financial advice
Past issues
