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| | ... circumstances where she knew that she did not meet the prescribed education and training standard. Baaini worked at AMP Financial Planning between July 2011 and January 2012. She then went on to work at Affinia Financial Services for about three years ... |
| | | The number of financial advisers in Australia appears to be stabilising at 15,602, as Count and AMP Financial Planning continue to hold the lion's share. Rainmaker's analysis of the ASIC Financial Adviser Register (FAR) shows that the population ... |
| | | ... we're about. We're here to support and enhance that human connection to ensure this essential component of financial planning isn't forgotten in our lust for technological advancement." Ignition Advice global head of strategy and corporate services Andrew ... |
| | | ... to ensuring that members receive what they were entitled to. "Superannuation is the most important aspect of financial planning for retirement in Australia and it's a basic expectation of workers that superannuation is paid correctly," Sharma said. In ... |
| | | ... expands Count's Services segment proposition to complement existing group services that support accounting and financial planning (IT and offshore capabilities), along with actuarial certificates, SMSF and tax training/education," Count said. However ... |
| | | ... platform. His family and friends also lost money from the scam. He told the program that he had been "in the [financial planning] game for 35 years" and if an "influential financial adviser" like him couldn't spot a scam then "Joe Blow out there ... |
| | | ... those in South Australia, will benefit greatly from their appointment to our network." This year, former AMP Financial Planning licensee Tailored Lifetime Solutions joined Count. Count also acquired Solutions Centric, an Australian company that provides ... |
| | | ... said the strong adoption of managed accounts reflected their ability to support advisers' holistic approach to financial planning. "Fifty-nine per cent of advisers cite 'freeing up their time' as one of the main upsides of using managed accounts with ... |
| | | ... Compass Financial Management. This comes after CAG also acquired both RI Advice Brighton and Wealth for Life Financial Planning. "After successfully executing four strategic mergers and acquisitions within the last eight months, three of those being ... |
| | | ... Tailored Lifetime Solutions is the latest firm to join Count's national advice community, switching from AMP Financial Planning. Tailored Lifetime Solutions, previously licenced by AMP, comprises a team of five financial advisers who have been supporting ... |
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