Search Results | Showing 21 - 30 of 1732 results for "Financial Planners" |
| | ... pleaded guilty to three charges of dishonest conduct and is due to be sentenced. David Fong, who operated Fong Financial Planners, pleaded guilty on March 24 at the Perth Magistrates Court. Fong Financial Planners intentionally failed to disclose all ... |
| | | ... chief executive Scott Miller said the technology acts as the "guard rails for developing compliant advice, and financial planners can generate in-house, same day comprehensive and personalised advice - for a multitude of advice areas in combination with ... |
| | | ... members since the release is around product issuers providing simple personal advice without using qualified financial planners. "And that in the case of super funds could be collectively charged," she said. "Without some controls built in, there is ... |
| | | ... issues which are part of the reason for this Review." She stressed that relevant providers (financial advisers, financial planners and stockbrokers) will, in "some circumstances", be the only ones to provide advice. "Advice must be provided by a financial ... |
| | | ... client solutions and retirement Richard Dinham said pre-retirees are increasingly recognising the value of financial planners. "Major life changes such as retirement are challenging. Our research shows that pre-retirees approach retirement cautiously ... |
| | | ... Licence (ACL) which was more typically held by mortgage brokers and other finance industry participants, than financial planners," Miller said. But the lack of commission and small borrowing amounts make it unlikely that brokers will provide advice on ... |
| | | ... elements" of the corporations and financial services laws applicable to the provision of financial advice. "Financial planners are faced with regulatory duplication created by both the structure of the legislative hierarchy and the obligations contained ... |
| | | ... additional qualifications in the formal study of ethics, and a similar number of registered advisers are Certified Financial Planners or Chartered Financial Advisers. A further 3% were CPAs, while just 1% of advisers have formal qualifications in Aged ... |
| | | ... stronger together with a united voice. One single loud, dominant voice representing the lion's share of financial planners in this country is such a compelling reason as to why this merger should happen," he said, adding that this alone should be ... |
| | | ... metaverse. "I'm an optimist when it comes to technology, and I think that it enabling us to do more as financial planners has two major advantages," she said. "Firstly, it removes friction from the process." There are so many issues there that tech ... |
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