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Showing 1051 - 1060 of 2303 results for "Financial Planner"

CFS appoints new general manager

ALICE URIBE  |  WEDNESDAY, 27 MAR 2013
Colonial First State has appointed new general managers for roles previously held by Scott Durbin and Nicolette Rubinsztein. CFS has appointed Geoff Peck as its new general manager, marketing and distribution as part of a reshuffle in its upper management. ...

Extension looks likely for adviser tax advice changes

ALICE URIBE  |  WEDNESDAY, 27 MAR 2013
The peak financial planning industry bodies are confident treasury will extend the deferment period of the application of the Tax Agents Services Act (TASA) to financial advisers. Currently financial planners providing tax advice as part of financial ...

Social networks boost demand for financial advice

LAURA MILLAN  |  WEDNESDAY, 27 MAR 2013
Social networks have made financial services more accessible and they have boosted the demand for advice, according to the latest data released by the Financial Planning Association (FPA). Over 26,000 Australians used the 'Find a Planner' directory ...

AFA launches initiative to connect women in advice

LAURA MILLAN  |  MONDAY, 25 MAR 2013
The Association of Financial Advisers (AFA) has launched an initiative to provide a network and a professional community for women across the full spectrum of the financial advice industry. The 'Inspire' initiative is addressed not only at financial ...

ASIC bans another insurance broker

MARK SMITH  |  FRIDAY, 22 MAR 2013
Financial planners and industry professionals were sent another clear message today that unscrupulous practitioners will face the full force of the regulator with the Australian Securities and Investments Commission (ASIC) permanently banning a Sydney ...

FPA reiterates need for professional qualifications

MARK SMITH  |  THURSDAY, 21 MAR 2013
... of that title. "As another way of protecting consumers, the FPA has lobbied for the enshrinement of the term 'financial planner'." The advertising campaign, already running on the FPA website, will launch in trade media (online and print) in April.

Govt moves to enshrine 'financial adviser' label

ALICE URIBE  |  WEDNESDAY, 20 MAR 2013
In a widely anticipated move, the government has today tabled a bill that will enshrine the term "financial planner/adviser" into law. The legislation, introduced by the Minister for Financial Services and Superannuation Bill Shorten aims to enhance ...

CFS FirstWrap regains platform top spot

MARK SMITH  |  WEDNESDAY, 13 MAR 2013
The CFS FirstWrap platform has overtaken MLC Wrap and Navigator to reclaim the top spot in Investment Trends' ranking of full-function platforms. FirstWrap topped the functionality table and also ranked first for product offering, transaction capabilities ...

Mills Oakley to launch private wealth service

MARK SMITH  |  TUESDAY, 12 MAR 2013
Law firm Mills Oakley will launch a new specialised legal service for private and family businesses and wealthy individuals on 14 March. Private Advisory, which will be opened by The Hon Peter Costello AC, provides advice on corporate structuring, asset ...

Three new GMs at ipac

MARK SMITH  |  THURSDAY, 28 FEB 2013
... Brisbane and North Queensland and has managed the business acquisition team in Sydney. Brinkworth is a certified financial planner and prior to ipac he worked in sales, training and dealership management roles both at BT and MLC. Craig Weber joins ipac ...