Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 2250 results for "Financial Planner"

Canna Campbell slapped with $114k legal bill

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... respondents were entitled to use the trademark for $60,000 without Ms Korolak 's licence." "As a licensed financial planner and member of Financial Advice Association Australia (FAAA), Ms Campbell is bound by a Code of Conduct to act with integrity ...

Sequoia strikes deal to acquire Clique Paraplanning

ANDREW MCKEAN  |  MONDAY, 5 FEB 2024
Sequoia Financial Group has acquired the business assets of Clique Paraplanning in cash on an earn out revenue multiple of about one. According to an ASX announcement, the deal comprised of $150,000 in cash and $60,000 in shares. The earn out and final ...

WAM Leaders to make bid for QV Equities

CHLOE WALKER  |  WEDNESDAY, 31 JAN 2024
The investment company, managed by Wilson Asset Management, intends to make an off-market takeover bid for QV Equities Limited (QVL). The offer involves exchanging one share of WAM Leaders for every 1.4675 shares of QVE. Entities associated with WAM ...

2024 to be a watershed year: FAAA

JAMIE WILLIAMSON  |  THURSDAY, 11 JAN 2024
... majority of working Australians, as well as retirees, can benefit from the advice of a registered, qualified financial planner and will receive great value, as the benefits of financial advice far outweigh the cost for average as well as wealthy Australians," ...

Court finds Canna Campbell infringed trademark

KARREN VERGARA  |  MONDAY, 8 JAN 2024
... action by raising Campbell's conduct with the Financial Advice Association Australia (FAAA). As a licensed financial planner and member of FAAA, Campbell is bound by a Code of Conduct to act with integrity, objectivity, and fairness, Korolak said. ...

What you read in 2023

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2023
Once again, Financial Standard readers were captivated by the evolving superannuation landscape, with this year's top stories largely focused on this space. However, there was one particular executive move that simply couldn't be scrolled past. ...

ASIC, APRA slam premium hikes

KARREN VERGARA  |  FRIDAY, 15 DEC 2023
... protection paying a premium of $8000 annually may see their premium move to $16,000 annually over two years. The financial planner, Birt points out, servicing this policyholder may receive an additional ongoing trial commission that could effectively ...

Former AMP adviser banned by ASIC

ANDREW MCKEAN  |  THURSDAY, 14 DEC 2023
... licensed by AMPFP from 2004 to October 2020. According to the ASIC Financial Adviser Register, Mink was a Certified Financial Planner and member of the Finance Brokers Association of Australia. In June, ASIC issued banning orders against Mink, who subsequently ...

FSCP serves up registration prohibition order

KARREN VERGARA  |  MONDAY, 11 DEC 2023
... order under s 921L(1)(c) Corporations Act 2001. Looking closer at the prohibition, Capital Advisory director and financial planner Michael Miller said that mechanics of cancelling registration and then prohibiting registration for a certain period were ...

Adviser with Investport links sees ban affirmed

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
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 ...
PREVIOUS
NEXT