Australian Wealth Solutions (AWS) principal, Sam Zervides, has been elected president of the Victorian branch of the Institute of Public Accountants (IPA), where he would provide input to the national organisation on initiatives, programs and policies for the benefit of the association’s members.
While many accountants have been proactive in restructuring their businesses to ensure they are “relevant and successful” in the future, Institute of Public Accountants Victorian Vice President, Sam Zervides, warned that “a significantly greater number” are failing to act.
Advice businesses needed to be proactive and could not rest on their laurels if they wanted to thrive in a post-Future of Financial Advice-life insurance framework world, according to Australian Wealth Solutions (AWS) founder and principal Sam Zervides.