Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 111 - 120 of 368 results for %22NAB Financial Planning%22

NAB sells trustee business to IOOF

JAMIE WILLIAMSON  |  WEDNESDAY, 14 JUN 2017
IOOF will acquire National Australia Trustees Limited following an agreement with NAB, making it one of Australia's largest compensation trust providers. IOOF managing director Christopher Kelaher described National Australia Trustees' offering as a ...

Former Garvan adviser banned for $2.4m theft

JAMIE WILLIAMSON  |  MONDAY, 5 JUN 2017
... people from the financial services industry who act dishonestly and breach the trust of their clients." The dealer group - a NAB subsidiary - welcomed both the successful conviction and ASIC's decision, saying an internal investigation was initiated ...

Change of pace for Countplus

JAMIE WILLIAMSON  |  WEDNESDAY, 31 MAY 2017
... risk management executive with over 20 years' experience in financial services. Finney has previously held roles with MLC/NAB Asset Management, UBS, Babson Capital and CMC Markets. He will commence with Countplus on 17 July 2017. In the statement provided ...

NAB adviser puts beneficiaries at risk

JAMIE WILLIAMSON  |  MONDAY, 29 MAY 2017
NAB Financial Planning is undertaking a review after one of its advisers failed to correctly witness the signing of client Beneficiary Nomination Forms on more than one occasion. During a regular compliance review in late 2016, NAB Financial Planning ...

Advice rated excellent: MLC survey

KARREN VERGARA  |  MONDAY, 10 APR 2017
... the end, they often don't end up doing much at all, or doing what's easiest, which may not be the best course of action," NAB executive general manager of wealth advice Greg Miller said. "The decisions we make about our money affect us every day of our ...

NAB pushes planning career path

JAMIE WILLIAMSON  |  MONDAY, 13 MAR 2017
NAB Financial Planning will support the future of Australia's financial planning industry through a new university scholarship program and a commitment to academic research funding. Four Australian universities will participate in the NAB Future Planners ...

Countplus appoints new CEO

ALEX BURKE  |  FRIDAY, 24 FEB 2017
... years, Rowe was an Australian representative at the Financial Planning Standards Board in the US, a business banking manager at NAB and a corporate finance analyst at Westpac. "Countplus welcomes the known and capable skills of Matthew Rowe in taking ...

NAB makes key advice appointments from AMP

ALEX BURKE  |  FRIDAY, 27 JAN 2017
Two senior hires will join NAB Financial Planning in April. NAB's advice business is welcoming Andrew Gregory as general manager, Victoria/Tasmania and Gary Wood as head of client experience and advice development. Both join NAB from AMP. Gregory was ...

FPA expels cheating member

EMMA RAPAPORT  |  THURSDAY, 19 JAN 2017
The FPA has expelled a NAB-aligned member after he was found to have cheated on his CFP exam. A hearing of the association's Conduct Review Commission (CRC) found senior financial planner Shylesh Sriranjan breached the FPA Code of Professional Practice ...

Self-doubting Aussies falling short

JAMIE WILLIAMSON  |  TUESDAY, 3 JAN 2017
... as to why they're not meeting their objectives were a fear of taking risks and a propensity to spend more than they earn. NAB's general manager, corporate super, Lara Bourguignon said the research highlights the link between confidence and achieving ...