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Showing 1 - 10 of 3862 results for "financial planning"

Calls for a simplified path to financial advice

ANDREW MCKEAN  |  WEDNESDAY, 15 MAY 2024
... Association chief executive Peter Burgess lauded the fact that instead of needing a second degree to meet the financial planning education standard, the proposal means members may only need to do some bridging units. He said this is important because ...

Advisers urgently call on Treasury to recognise degrees

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... entrants and career changes. This includes undertaking a few bridging units rather than an entire unrelated financial planning degree or graduate diploma. Fox described the education pathway that recognises veteran advisers' experience that passed ...

Former super fund adviser receives permanent ban

JAMIE WILLIAMSON  |  TUESDAY, 14 MAY 2024
... According to the ASIC Financial Adviser Register, Dzawo held a Bachelor of Commerce (Accounting, Finance and Financial Planning) from Deakin University and held no industry association memberships.

Litigation funder disputes AMP BOLR settlement

KARREN VERGARA  |  WEDNESDAY, 8 MAY 2024
... the reasonableness of Equity Financial Planners' (the lead applicant in the BOLR class action against AMP Financial Planning) legal costs and disbursements, as well as the funder's expenses. If it is satisfied that they are all fair and reasonable ...

Adviser fakes exam certificate, cops ASIC ban

KARREN VERGARA  |  FRIDAY, 26 APR 2024
... 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 ...

Adviser numbers plateau

KARREN VERGARA  |  THURSDAY, 18 APR 2024
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 ...

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... 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 ...

ESSSuper faces class action threat over unpaid super

ANDREW MCKEAN  |  FRIDAY, 12 APR 2024
... 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 ...

Count completes Solutions Centric deal, reconsiders another

JAMIE WILLIAMSON  |  TUESDAY, 9 APR 2024
... 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 ...

Former adviser slapped with 12 charges

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
... 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 ...
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