“Insurance semantics misleading clients”

Meike was featured today, 6/3/2014, in IFA Magazine in an article about Australian’s misunderstanding the insurance they have within their super. “Poor life insurance terminology by superannuation funds is creating a false impression among clients that they will be covered in the event of an illness, says a risk adviser. The comments by Suggars &…

“‘Cheap shot’ at upfront commission”

Meike was quoted today, 27/11/2013, in Wealth Professional in an article about insurer sustainability and commissions. “Ever-savvy customers are shopping around for the best life insurance deals and advisers are getting “blamed” for being greedy with upfront commissions. Last week, Suncorp managing director Patrick Snowball told a business lunch in Sydney that adviser business models…

“RiskInfo Case Study: Mentoring”

Meike was featured in RiskInfo in a case study looking at mentoring within the financial services industry. “A shared interest in social media and technology led James Sutherland and Meike Suggars to embark on a mentoring relationship. Three years on, having both experienced significant growth in their personal and professional development, they share what they…

“Future of finance is in younger advisers”

Meike was featured today, 5/07/2013, in the Australian Financial Review magazine in a profile story covering her entry and early success in the financial advice industry. “Meike Suggars was not initially interested in following her father Jeff Suggars’s footsteps into financial advice. ‘I did marketing at uni and Dad asked me when I was finishing up…

“Banks shift gears on technology spend”

Meike was quoted today, 3/06/2013, in the Financial Standard in an article covering the use of technology in the delivery of financial advice. “There is a role for large players and there is a role for smaller players in the industry, but in terms of providing scaled service and supporting advisers, you actually need to have…

“Financial advisers recognised for social media strategy”

Meike was mentioned today, 16/11/2012, in the Financial Standard in an article covering the first SMILEYS Awards. “…’The Conversationalist’ Prize went to Sutherland, a self-confessed technology buff who’s behind the Association of Financial Advisers (AFA) social media push, alongside another financial adviser Meike Suggars…” Read the full article here.

“AFA announces Rising Star finalists”

Meike was mentioned today, 3/10/2012, in Money Management in an article announcing the finalists of the AFA Rising Star Award “The Association of Financial Advisers (AFA) has announced five finalists for its annual Rising Star of the Year Award, with the winner to be announced at the AFA National Conference on the Gold Coast on…

“2012 AFA Rising Star Finalists Announced”

Meike was mentioned today, 3/10/2012, in RiskInfo in an article about the AFA Rising Star of the Year award finalists. “The Association of Financial Advisers (AFA) has announced the finalists for its 2012 Rising Star of the Year Award. Four out of five finalists hail from Victoria, with Western Australia the only other state represented…

“AFA names Rising Star finalists”

Meike was featured today, 3/10/2012, in the Financial Standard in an article covering the finalists of the AFA Rising Star Award 2012. “The Association of Financial Advisers has named the five finalists in the 2012 Rising Star of the Year Award. The Award is particularly about finding, showcasing and celebrating talent in advisers who are…

“Financial advisers attack FSC, insurers, over commission clawbacks”

Meike was quoted today, 13/08/2012, in Wealth Professional in an article about churn and commissions. “The financial planning community has come out in force to slam the FSC’s “ridiculous” plans to claw back life insurance commissions for policies that lapse within three years. The FSC’s latest proposed anti-churning measures have opened up a can of…