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Showing 1 - 10 of 18 results for "Louise Biti"

FPA announces new specialist designation

ELIZA BAVIN  |  THURSDAY, 12 NOV 2020
... specialisation in aged care advice and provides professional recognition of this expertise. Director of Aged Care Steps Louise Biti said she has been running the program for six years and and over 2000 financial planners have completed the course. "Aged ...

Advisers must tread carefully on PLS

JAMIE WILLIAMSON  |  THURSDAY, 14 JUN 2018
... cannot 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 developed ...

Advisers looking for longevity and aged care solutions

ALEX BURKE  |  WEDNESDAY, 9 MAR 2016
... life-cycle, 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 of ...

SPAA rejigs board

ELISE BURGESS  |  THURSDAY, 31 MAR 2011
... Professionals' 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 ...

Advisers of tomorrow are 'choice architects'

ALEX DUNNIN  |  TUESDAY, 26 OCT 2010
... Information 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
... Panel, 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 Committee ...

FPA appoints deputy chair

COMPANY RELEASE  |  FRIDAY, 2 OCT 2009
... said 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
... boutique 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
... 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.
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