Glenis is a Senior Fellow of FINSIA (Financial Services Institute of Australasia). She has worked tirelessly for over a decade to develop her innovative software, with her aim being to enable consumers everywhere to understand and improve their finances. Her software has been upgraded for use by Financial Advisers and organizations that want to provide Financial Literacy and digital financial planning tools for their clients or employees.
In response to the Quality of Advice Review, Glenis has designed a completely new product, Financial Advice Online to enable affordable advice for all by a person qualified to give financial advice. This software allows members of the Financial Services Industry to provide an Advice Document in a multi-media format and includes access to the adviser's financial plan, supplementary reports and a comprehensive Financial Literacy Program. Information is available at www.adviceonline.net.au.
Glenis does not use AI to write her blogs. It is all original content.
Millennials see the value in preparing for their retirement early, thus giving them many more choices as they get older.
Read article
Dealer Groups appear to be telling their advisers to lose clients with a small investment base or who have low to average incomes. Such clients are called, “Orphaned Clients”.
Read article
Louse Fitzgerald-Baker in her book “The Pink Hard Hat – A Woman’s Guide to Resilience” should prove a favourite with women who need help with getting their finances in order.
Read article
Movies often help us understand the inner workings of Wall Street.
Read article
Patricia Howard, author of the No-Regrets Guide to Retirement is a totally engaging book.
Read article
For any share investor, this book “Stocks on the Move” gives valuable insights into momentum trading.
Read article