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Showing 1001 - 1010 of 4095 results for "Financial planning"

FASEA confirms CFP recognition

HARRISON WORLEY  |  TUESDAY, 26 MAR 2019
... holding a Certified Financial Planner accreditation. On Monday, FASEA confirmed those who have completed the Financial Planning Association of Australia's Certified Financial Planner professional designation will receive two credits for their efforts. ...

Super funds eye intra-fund advice shake-up

KARREN VERGARA  |  FRIDAY, 15 MAR 2019
... time to push the changes ahead with the regulators and policymakers, she said. Hostplus head of advice and financial planning Maurizio Lombardi said intra-fund advice is a highly debated topic because it's too restrictive. If it doesn't expand ...

Banks, ASIC still at war over fees-for-no-service

HARRISON WORLEY  |  TUESDAY, 12 MAR 2019
... to financial advice customers of Count Financial, Financial Wisdom and the Pathways division of Commonwealth Financial Planning. ASIC said it strongly disagreed with the approach of those licensees, citing how CBA used customer responses to questionnaires ...

FPA launches FASEA policy, education hub

JAMIE WILLIAMSON  |  THURSDAY, 7 MAR 2019
... and easy to understand information about education policy developments via an online education hub from the Financial Planning Association of Australia. The FPA's Return to Learn portal was rolled out this week, providing accurate information on the ...

FPA disciplines two members

HARRISON WORLEY  |  MONDAY, 4 MAR 2019
Two Financial Planning Association of Australia members have faced immediate sanctions following determinations from the association's Conduct Review Commission. On Friday the FPA said two members would be stripped of their membership and professional ...

Midwinter appoints new chief executive

HARRISON WORLEY  |  THURSDAY, 28 FEB 2019
... and acquisitions which we believe are integral to our vision of being one of the most innovative providers of financial planning technology in Australia."

KPMG expands advice remediation team

HARRISON WORLEY  |  TUESDAY, 26 FEB 2019
... plan service fee debacle was revealed during Royal Commission public hearings. Earlier this month Commonwealth Financial Planning was ordered by ASIC to stop charging ongoing service fees after it failed to provide ASIC with an attestation and acceptable ...

Centrepoint emerges from the red

KARREN VERGARA  |  MONDAY, 25 FEB 2019
... businesses: licensee and advice services, and funds management and administration. It has a network of 469 financial planning firms. Benbow took over the reins in April 2018 and made a raft of appointments to support the restructure. In December 2018 ...

Class appoints chief executive

KARREN VERGARA  |  MONDAY, 18 FEB 2019
... general manager and interim chief executive of Mortgage Choice, where he helped launch the wealth management and financial planning business. Bungard stepped down as chief executive in October 2018 after more than four years in the role. He joined the ...

Industry fund appoints chief executive

HARRISON WORLEY  |  FRIDAY, 15 FEB 2019
... at Commonwealth Private. Earlier, he served as chief executive of Symetry Limited and was also the head of financial planning at BankSA. Statewide Super chair Ken Williams said D'Alessandro's experience would help strengthen the company's ...