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Showing 1051 - 1060 of 4095 results for "Financial planning"

ASIC bans Perth adviser

KANIKA SOOD  |  THURSDAY, 15 NOV 2018
... right to ask the Administrative Appeals Tribunal for a review of ASIC's decision. Wilson has a diploma of financial planning and was a member of the Association of Financial Advisers (AFA). He worked at Lifenet (WA) Financial Advice. Prior to this ...

FPA fines Henderson $50k

KARREN VERGARA  |  WEDNESDAY, 14 NOV 2018
The Financial Planning Association of Australia slapped a $50,000 fine on former member Sam Henderson for breaching its professional code of conduct nine times. The FPA's independent disciplinary body, the Conduct Review Commission (CRC), determined ...

When aged care advice takes an emotional toll

KARREN VERGARA  |  TUESDAY, 13 NOV 2018
... "review everything" in order to avoid hidden fees and charges, she said. Also presenting at the event, Elders Financial Planning financial adviser Wayne Fenton spoke about retirement planning strategies to help clients navigate through a "minefield of ...

Trust in advice hits record low

JAMIE WILLIAMSON  |  MONDAY, 12 NOV 2018
Consumer trust in financial planning is at an all-time low and those engaged in financial advice are significantly less likely to recommend it post-Royal Commission, new research shows. A new survey from Investment Trends asking consumers to rate trust ...

ALP victory to have meaningful impact: Daintree

HARRISON WORLEY  |  FRIDAY, 9 NOV 2018
... meaningful changes in policies that have been in place for a long time, and many retirees have based their financial planning around these policies."

Gender diversity in advice dormant

JAMIE WILLIAMSON  |  FRIDAY, 9 NOV 2018
... 34%. Close behind are the National Tax and Accountants' Association (32%), State Plus (30%) and Capstone Financial Planning (31%). Smaller, non-aligned or employee-owned licensees appear to have far higher ratios of women, accounting for 38% of total ...

More than half of advisers without association membership

JAMIE WILLIAMSON  |  THURSDAY, 8 NOV 2018
... any professional body. According to the Financial Adviser Register, 8105 advisers identify as members of the Financial Planning Association of Australia - almost three and a half times the number identifying with the Association of Financial Advisers. ...

FPA and AFA aim to administer adviser standards

DARREN SNYDER  |  FRIDAY, 2 NOV 2018
The Financial Planning Association of Australia and the Association of Financial Advisers are putting cases forward to manage adviser compliance schemes resulting from the industry's new education and ethics standards. The FPA told its member base ...

Diversa executive joins managed accounts specialist

DARREN SNYDER  |  THURSDAY, 1 NOV 2018
... entity (RSE). MGP said the acquisition will enable it to deliver an "upgraded superannuation solution to its financial planning, stockbroking and institutional client base." MGP chief executive David Heather said the transaction enables the firm to compete ...

ANZ wealth flows decline

KARREN VERGARA  |  WEDNESDAY, 31 OCT 2018
... of which are aligned advisers. What remains of ANZ's Australian business is: lenders mortgage insurance, financial planning, share investing and general insurance distribution. The group reported after-tax statutory profit of $6.4 billion, which ...