Search Results | Showing 1 - 10 of 2254 results for "Financial planner" |
| | | The litigation funder of the AMP Buyer of Last Resort (BOLR) class action is negotiating its cut of the settlement money and could take home as much as $43 million. A notice of proposed settlement from the Federal Court shows the funder, Augusta Pool ... |
| | | | ... advice best practice team. He has been at ART for over two years but spent 15 years at QSuper, most recently as a financial planner and manager in advice operations. "Combined, Erick and Evan bring an incredible 45 years' expertise in financial services ... |
| | | | ... taken on the role of investment director for Asia at Antipodes. Wu co-founded the firm in 2005 with his veteran financial planner father Simon after seeing demand from Chinese-Australian clients about access to their homeland's investment markets. ... |
| | | | Mercury Capital will acquire KKR's 40% stake in wealth management and advisory firm Findex. The partnership will leverage Mercury Capital's understanding of the Australian and New Zealand markets and their experience working with business owners ... |
| | | | ... 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 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 ... |
| | | | 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 ... |
| | | | ... 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," ... |
| | | | ... 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. ... |
| | | | 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. ... |
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