Search ResultsShowing 1 - 10 of 100+ results for "Financial Planner"
FPA launches Tinder for advisers
ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
... "We have built a new tool which is effectively the world's first dating app for consumers connecting with a financial planner called Match My Planner," chief executive of the FPA Dante De Gori said. "In the end, the research told us that for trust ...
NEOS grows sales teams
KARREN VERGARA  |  WEDNESDAY, 17 JUL 2019
... Yamen was most recently in a similar role with AIA Australia for three years, and prior to that was a financial planner at Melbourne-based Stephens and Plattfuss & Co. NEOS head of sales Charl du Plooy said: "We have assembled a team of ...
FASEA exam was fair: Poll
KARREN VERGARA  |  TUESDAY, 16 JUL 2019
... the financial adviser exam and commence using the term "provisional financial adviser" or "provisional financial planner." Existing advisers have until 1 January 2021 to pass the financial adviser exam and until 1 January 2024 to reach an ...
FPA moves to improve adviser mental health
ELIZABETH MCARTHUR  |  FRIDAY, 31 MAY 2019
... belonging to the FPA. FPA Wellbeing will be free to all FPA practitioner members including certified financial planner professionals, AFP and associate members. It will include access to personal, confidential support sessions with qualified ...
Members ignorant about super fund differences: Research
KARREN VERGARA  |  WEDNESDAY, 22 MAY 2019
... their fund did so with the help of their employer and nearly 40% received advice from their accountant, financial planner or bank. AIST chief executive Eva Scheerlinck said the findings highlight the need to compare funds without having to ...
Industry fund fined over independent advice claims
KARREN VERGARA  |  THURSDAY, 9 MAY 2019
... message referred to a free consultation available to members with an Industry Fund Services licensed financial planner from about July 2016 to late March 2018. It then referred to the advice as "independent." ASIC investigated whether the ...
Advisers agree on fair salary: Poll
KARREN VERGARA  |  MONDAY, 6 MAY 2019
... less than two years in their current role is between $65,000 and $90,000. The median pay for a Certified Financial Planner in Sydney is $98,000, according to salary comparison website PayScale. Job search site Indeed estimates the average salary ...
Financial adviser salaries revealed
JAMIE WILLIAMSON  |  THURSDAY, 11 APR 2019
... retaining healthy compliance ratings, Kaizen said. According to PayScale, the median salary for a Certified Financial Planner in Sydney is $98,000. Job search site Indeed estimates the average salary for a financial adviser Australia-wide is ...
FASEA welcomes new directors
HARRISON WORLEY  |  MONDAY, 8 APR 2019
... and investment management firm Crystal Wealth Partners. Previously, she spent time at St George Bank as a financial planner, before a seven-year stint as a principal of investment advice at Yellow Brick Road. Prior to joining Crystal Wealth ...
CPD policy publication deadline looms
KARREN VERGARA  |  THURSDAY, 28 MAR 2019
... the written consent from the licensee. FASEA recently announced that advisers with the Financial Planning Association of Australia's Certified Financial Planner (CFP) accreditation are eligible for two credits in recognition of prior learning.
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