GFC Ten Years On – A Reflection on the Collapse of Lehman Brothers

GFC Ten Years On – A Reflection on the Collapse of Lehman Brothers

By David Andrew
Accredited Investment Fiduciary
David AndrewWe have just passed the anniversary of the scariest day of my financial career – the day Lehman Brothers collapsed.  While the GFC was well underway, it was the Lehman Collapse that shifted us from a garden variety downturn, to a truly momentous event that threatened the financial system itself.

In the lead up to 16 September 2008, we had already seen the collapse … more

Opinion: Why financial advice in Australia is broken

By David Andrew
David AndrewThe revelations coming out of the Royal Commission into banking, superannuation and financial services last week were remarkable. For AMP to admit to deceiving the regulator 20 times over one issue is an extraordinary admission and one AMP had clearly hoped would never see the light of day.

When AMP executive Anthony Regan said the words “we preferenced shareholders not clients” the Australian public could see first-hand … more

FPA Awards 2017: Stamp of quality

February 2018 | Money & Lifemore

Are you living within your means?

By David Andrew

David Andrew

I remember as a kid regularly overhearing the conversation between Mum and Dad as to who was going to withdraw cash from the bank teller before the bank closed at four o’clock on Friday afternoon.

On occasion we’d get caught short and on Saturday morning I would accompany Dad as he cashed a cheque with one of his friends who was the local pharmacist. The banking system … more

When Markets Wobble

By David Andrew

Wouldn’t it be nice to sit back and relax, safe in the knowledge that your juicy long-term share market returns were completely risk free? Well anyone reading the Australian Newspaper last week would have been shocked out of their armchairs thinking the world had come to an end… for financial markets at least.

After an extended period of relative calm on financial markets, recent days have seen … more

FPA Names Annual Award Winners

November 2017 | RiskInfomore

FPA Awards: Capital Partners wins big

November 2017 | Professional Plannermore

Perth planner named Professional Planner of the Year

November 2017 | Financial Standardmore

1987 Stock Market Crash – 30 Years On

By David Andrew

David Andrew

From time to time, share markets deliver a shock that few investors expect or know how to cope with. Most recently it was the global financial crisis, before that the tech wreck in 2000, and 30 years ago the ’87 stock market crash.

What made 1987 so memorable for me was that it was the year I started work in the financial services industry. No sooner had … more

Creating an Estate Plan

 

Why do you need an estate plan?

will and testament webYou might tell yourself “I have a will, so why do I need an estate plan?” A will is a useful document for your beneficiaries when you die, but an estate plan covers a great deal more than a will can encompass. A properly constructed estate plan can protect your interests while you are still alive, if you happen to be in … more

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