Search Results | Showing 71 - 80 of 203 results for "CFP" |
| | | ... spent more than three years as an executive manager in the strategic support function at Commonwealth Financial Planning (CFP), working on all aspects of the business, including strategy, performance, marketing, communications, cultural initiatives and ... |
| | | | ... Partners, has been advising for four years and received the award for being the highest achieving student in last semester's CFP certification program. Commenting on her achievement, McGregor said: "The calibre of men and women completing the CFP Certification ... |
| | | | A banned former Commonwealth Financial Planning adviser has been charged for forging client documents. Following an ASIC investigation, Gold Coast man Ricky David Gillespie, 38, has appeared in the Southport Magistrates Court on one rolled-up charge ... |
| | | | ... who has transitioned into the role of FPA head of academic relations. In the role Weston-Cole will be responsible for the CFP certification program student experience and the introduction of new technologies in the delivery of the program. Prior to joining ... |
| | | | Former Commonwealth Financial Planning (CFP) general manager Harry Mitchell has signed on as an industry superannuation fund chief executive, joining Mine Wealth + Wellbeing from May. Mitchell led CFP for three-and-a-half years and entered the position ... |
| | | | ... grandfathered in the Regulation." Financial Planning Association professional standards and advocacy manager, Benjamin Marshan CFP(R), welcomed the amendments, saying that "While we are still studying the details, [they] respond in a way consistent with ... |
| | | | Client files of an additional 17 advisers at Commonwealth Financial Planning (CFPL) and Financial Wisdom (FWL) are to be reviewed for potential inclusion in a compensation program. This is the key finding in KordaMentha Forensic's second report on past ... |
| | | | The Financial Planning Association (FPA) awarded its top accolade, the FPA CFP Professional of the Year Award, to a Visis Private Wealth adviser. Brisbane-based Christopher Smith is a Certified Financial Planner (CFP) and the award recognises his high ... |
| | | | ... the areas of accounting, banking and finance. The Gwen Fletcher Memorial Award honours the highest achieving student in the CFP(R) Certification Program. "Both are outstanding award recipients who will help lead their generation of professional financial ... |
| | | | ... members of the FPA and more than half have achieved the Certified Financial Planner designation. By 2019, all planners will be CFP practitioners. Formerly State Super Financial Services, StatePlus said the initiative builds on a recent $50 million investment ... |
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