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Giles Smith

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Articles

FAAA welcomes Government action on financial abuse

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By Giles Smith
| faaa.au
The Financial Advice Association Australia (FAAA) welcomes the Australian Government’s response to the 2024 Parliamentary Joint Committee inquiry into financial abuse and its commitment to working with the financial services sector to better protect Australians. “Financial abuse is a complex issue that requires a coordinated national response.
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Your Personal Brand: Your Greatest Asset in a Changing World

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By Giles Smith
| moneyandlife.com.au
The world of work is changing around us. Your role may change. Your company may change. Technology will change. But the skills, reputation, relationships and value you build are yours to take with you. We are living and working in a VUCA world: volatile, uncertain, complex and ambiguous. AI and technology are changing how work gets done. Businesses are restructuring, roles are evolving, client expectations are shifting and the skills organisations need are changing with them.
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Paraplanning’s Next Era: Strategic, Tech Driven, Compliance Led

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By Giles Smith
| faaa.au
For a long time, people in our profession have viewed paraplanners as note-takers and creators of Statements of Advice only after the strategy is set. But times have changed. That old view no longer reflects the present, or future of paraplanning. The modern paraplanner is both a strategic partner and a compliance gatekeeper within the advice preparation process As AI automation and other technology become the norm, the role of paraplanners is evolving in exciting ways.
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