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Showing 1041 - 1050 of 4061 results for "Financial planning"

ASIC appeal convicts former CBA planner

KARREN VERGARA  |  THURSDAY, 4 OCT 2018
... with the Commonwealth Director of Public Prosecutions (CDPP), appealed the sentence of former Commonwealth Financial Planning adviser Ricky David Gillespie. ASIC's investigation between 1 January 2007 and 13 June 2009 alleged that Gillespie, a senior ...

Financial advice as charitable giving

JAMIE WILLIAMSON  |  MONDAY, 1 OCT 2018
... it's a really clear asset-based threshold to work off," Ward said. Currently associate director at Twilight Financial Planning, Ward is able to dedicate 10 hours a week to Leda, advising an average of three clients a week. So far, the bulk of interest ...

Regulatory inadequacy to blame: Hayne

JAMIE WILLIAMSON  |  FRIDAY, 28 SEP 2018
... changes to the business itself," Hayne said. In stating this, he referred to Storm Financial and Commonwealth Financial Planning. He also slammed the common rhetoric within the industry that misconduct comes down to 'a few bad apples'; a defence used ...

Financial planning needs more women: FPA

HARRISON WORLEY  |  MONDAY, 24 SEP 2018
The Financial Planning Association of Australia (FPA) is calling for greater gender balance in financial planning, citing increased consumer demand for female planners. In a release, the association said the proportion of women in financial planning ...

AFCA membership deadline arrives

JAMIE WILLIAMSON  |  FRIDAY, 21 SEP 2018
... ombudsman, investments and advice at the Financial Ombudsman Service. "June has a wealth of experience in the financial planning and related sectors, well-developed relationships with regulators, industry and consumer groups and a significant track record ...

Retirement living advice is an opportunity: Challenger Financial Standard Technical Services Forum

KARREN VERGARA  |  FRIDAY, 21 SEP 2018
... technical services expert. Speaking at yesterday's Challenger Financial Standard Technical Services Forum, AMP Financial Planning technical consultant Stuart McMullen reminded financial advisers that one of the biggest decisions clients have to make ...

FPA appoints former ASFA adviser

KANIKA SOOD  |  THURSDAY, 20 SEP 2018
The Financial Planning Association of Australia has snapped up an Association of Superannuation Funds of Australia senior policy adviser to fill a newly-created role. The FPA has created the role of professional practice manager to focus on the association's ...

Advisers granted stat dec authorisation

JAMIE WILLIAMSON  |  WEDNESDAY, 19 SEP 2018
... financial advice clients with a cost-effective and efficient means of having important documents verified. Financial Planning Association of Australia chief executive Dante De Gori said the change marks a big win for consumers and the financial advice ...

Open APIs old news: Midwinter

HARRISON WORLEY  |  TUESDAY, 18 SEP 2018
... it comes to picking their tech stack - which at the end of the day, should be the focus of the future within financial planning technology," he said. Class strategic alliances director Glenn Poynton said supporting advisers was a key component of Class' ...

Dealer groups lift due diligence post Dover

JAMIE WILLIAMSON  |  MONDAY, 17 SEP 2018
... former Dover adviser, with nine groups adding 10 or more; Wealth Today, Bluewater Financial Advisers, Capstone Financial Planning and Interprac have each taken on 14 or more. In the eight weeks since the cancellation of Dover's AFSL, Lifespan Financial ...