Search ResultsShowing 1 - 10 of 17 results for "Louise Biti"
Advisers must tread carefully on PLS
JAMIE WILLIAMSON  |  THURSDAY, 14 JUN 2018
... provide advice on the instrument unless authorised under an Australian credit licence, Aged Care Steps director Louise Biti said. As such, Biti said advisers without such authorisation are limited to providing strategy advice on the use of equity ...
Strategy Steps sold to knowIT
KERRIE SYDEE  |  THURSDAY, 13 OCT 2016
... digitalisation of the service. Effective from 1 October 2016, the sale of Strategy Steps will let previous owners Louise Biti and Assayat David to focus on the expansion of aged care advice solutions business, Aged Care Steps. David said the pair ...
Advisers looking for longevity and aged care solutions
ALEX BURKE  |  WEDNESDAY, 9 MAR 2016
... with the latter tapering off during the passive phase through to aged care. Aged Care Steps co-founder Louise Biti then took the discussion to the aged care phase specifically, pointing out that it is a growing concern for the majority ...
SPAA rejigs board
ELISE BURGESS  |  THURSDAY, 31 MAR 2011
... Association of Australia (SPAA) makes key board changes, with Andrew Hamilton promoted to vice chair and Louise Biti as director. Hamilton, who previously was a director for SPAA was promoted into the new role to replace Graeme Colley, who ...
Advisers of tomorrow are 'choice architects'
ALEX DUNNIN  |  TUESDAY, 26 OCT 2010
... is not enough either because insight into how to respond to data is more valuable. In a separate session, Louise Biti, director of the Strategy Steps consultancy, said the potential is not just for managing the person going into care but ...
FPA sets up Treasury taskforce
COMPANY RELEASE  |  FRIDAY, 18 JUN 2010
... Intra-Fund and the removal of barriers to efficient and effective advice." The Taskforce will be chaired by Louise Biti, former FPA Board member and current chair of the Strategic Policy Committee. It will also include Board Professionalism ...
FPA appoints deputy chair
COMPANY RELEASE  |  FRIDAY, 2 OCT 2009
... Rowe helped develop the FPA's new Code of Professional Conduct and Practice Standards within it. Julie Matheson, Louise Biti and David Haintz will end their term with the association in November. In other news, the FPA also appointed Rob Pederson ...
RetireInvest hires Strategy Steps
COMPANY RELEASE  |  THURSDAY, 17 SEP 2009
... business specialising in the delivery of financial planning strategies designed to boost the quality of advice. Louise Biti, Jenny Brookhouse and Assyat David of Strategy Steps have all worked at RetireInvest previously in research and technical ...
FPA names board
MICHAEL HOBBS  |  THURSDAY, 9 OCT 2008
... members representative and Louise Lakomy as small principal members representative. Other board members include FPA chief executive, Jo-Anne Bloch, Louise Biti, Bruce Foy, David Haintz, Rob Gerrand, Julie Matheson, Rob Pederson and Matthew Rowe.
AFA sharpens technical skills
... advisers and AFSL management," said Richard Klipin, AFA's chief executive. In response, session speakers include Louise Biti, head of technical at Asteron; David Shirlow, head of technical at Macquarie and Peter Cashel, technical specialist at ...
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