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Showing 41 - 50 of 2250 results for "Financial Planner"

FPA policy and advocacy lead steps down

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
... professional standards and advocacy and moved into several senior roles over the years. Before the FPA, Marshan was a financial planner and advice support manager at State Super Financial Services (StatePlus) and worked as a lecturer at the University ...

Put controls in place for super funds: Associations

CASSANDRA BALDINI  |  THURSDAY, 9 FEB 2023
... won't draw a distinction between that advice and professional advice given by a qualified and registered financial planner." Some financial advisers have also had their say. One acknowledged the reform as the government reinstating super funds to ...

My mind has not been changed: Levy

CASSANDRA BALDINI  |  WEDNESDAY, 8 FEB 2023
Financial advisers and non-relevant providers should share the load when it comes to giving simpler financial advice, Michelle Levy maintains. As previously flagged in the draft proposals, Levy has suggested the Corporations Act be amended to provide ...

AFA, FPA propose merged entity name

KARREN VERGARA  |  TUESDAY, 7 FEB 2023
... 2023. The AFA and its associated entities like the AFA Foundation will wind up after 1 July 2023. A Certified Financial Planner member of the FAA will pay $995 in annual membership fees for the 2023-24 financial year. Rainmaker analysis of ASIC's ...

FPA, SMSFA launch specialist pathway

CHLOE WALKER  |  THURSDAY, 2 FEB 2023
... SMSF Specialist Advisor designation. The express pathway will be available to FPA members holding the Certified Financial Planner (CFP) designation, who will be exempt from completing the nine standard education modules. Instead, they will receive comprehensive ...

Cold calling advice firms called out

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2023
... typical experience was for a super fund member to be cold called by an intermediary generating business for a financial planner, told their fund was "high risk" and all their money would go to the government if they died, emailed documents including ...

Former planner pleads guilty to dishonest conduct

CASSANDRA BALDINI  |  FRIDAY, 27 JAN 2023
A former Melbourne financial planner has pleaded guilty to three counts of engaging in dishonest conduct whilst running a financial services business. ASIC found that between February and March 2015, Bradley Grimm engaged in dishonest conduct on five ...

Paraplanners happy to stay put: Survey

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
... financial advice. They are instrumental in providing product research and strategy modelling options for the financial planner, not to mention producing the full financial plan and ensuring it meets the client's goals, objectives, and financial needs." ...

Pre-retirees want, need financial advice: Fidelity

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
Pre-retirees are increasingly interested in receiving financial advice, according to a retirement planning study by Fidelity International. Fidelity's New Life Old Life report shows that 80% of pre-retirees currently receive advice, have received ...

ASIC confirms advisers can offer home equity access guidance

ANDREW MCKEAN  |  TUESDAY, 10 JAN 2023
... credit product, allowing advisers to include it in retirement plans. Responding to an inquiry by Capital Advisory financial planner Michael Miller, ASIC said the operation of the Scheme is provided for under the Social Security Act 1991 (Cth) and is ...