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| | A financial adviser who failed to act in her clients' best interests by recommending they invest in the Investport scheme she was receiving loans from has seen her two-year ban affirmed by an appeals tribunal. Pamela Anderson was a financial adviser ... |
| | | Former financial adviser David Fong and his practice Fong Financial Planners have been convicted and sentenced in a Perth court for three counts of dishonest conduct. Fong, who was an authorised representative of AMP Financial Planning between January ... |
| | | ... Association Australia (FAAA) revealed the recipients of its 2023 awards, including Adviser of the Year and Certified Financial Planner Professional of the Year. Celebrating its first awards gala dinner as a merged entity in Adelaide overnight, the FAAA ... |
| | | ... was a regional manager at Zurich Financial Services, a senior business development manager at Perpetual and a financial planner at Commonwealth Bank. Separately, Regal Partners this week said it would acquire 50% of Taurus Funds Management for an upfront ... |
| | | ... documented planning with their family, this can be easier said than done," Glazier said. "This suggests a role for financial planner to hep provide structure and mediation for these sometimes-difficult discussions on how wealth can be transferred, to ... |
| | | ... students who represent the bright future of the financial advice profession. Vying for the title of FAAA Certified Financial Planner Professional of the Year is Hamish Landreth of Prosperity Advisers Group; Martin McGrath of Financial Edge Group; and ... |
| | | ... Bongiorno specialised in refinancing strategies, tax structures, and self-managed super funds. He was a Certified Financial Planner (CFP), a member of the Institute of Public Accountants, and Certified Practising Accountants (CPA), as well as a Chartered ... |
| | | ... Financial Planning director Asha Burrows, Skye Wealth financial adviser Azaria Bell, Fox & Hare Financial Advice financial planner Trish Gregory, and Adele Martin - Money Mentor director and senior financial adviser Adele Martin. The five winners will ... |
| | | ... more financial confidence and resilience and a higher quality of life. The majority (93%) said they trust their financial planner to act in their best interests. About three in four (77%) intend to have a long-term relationship with their adviser. Among ... |
| | | Improved professionalisation has seen a "significant transformation" in the family office sector, with executives increasingly empowered to manage family assets in-house, according to a new study by Ocorian. As part of the study, conducted earlier in ... |
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