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Showing 1081 - 1090 of 4062 results for "Financial planning"

Advisers demand self-licensing regime: Poll

KARREN VERGARA  |  MONDAY, 16 JUL 2018
... be self-licensed, similar to the way a doctor would. Only two-in-five advisers (19%) opposed the idea. The Financial Planning Association of Australia's policy lead Ben Marshan believes the current AFS licensing regime is standing in the way of financial ...

Boutique licensee acquires regional advice firm

JAMIE WILLIAMSON  |  FRIDAY, 13 JUL 2018
... group has acquired a Mudgee-based financial advice practice. Profile Financial Services has bought onePlan Financial Planning, following an extensive review of potential buyers by the practice's founder and senior financial adviser, Louise Scifleet. ...

TAL expands Risk Academy offering

DARREN SNYDER  |  WEDNESDAY, 11 JUL 2018
... is one hour and carries one CPD point accredited through the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA). TAL insures about four million Australians.

Industry expert joins SMSFA board

KARREN VERGARA  |  WEDNESDAY, 11 JUL 2018
... self-managed superannuation fund specialist is joining the board of the SMSF Association on September 1. Verante Financial Planning director and financial planner Liam Shorte will replace Andrew Gale, who is stepping down after a six-year tenure. Sydney-based ...

Advised clients and their most frequently asked questions

KARREN VERGARA  |  MONDAY, 9 JUL 2018
... asks where did advisers spend the most time actually delivering advice in FY18? A 2017 whitepaper from the Financial Planning Association of Australia shows the modern day financial adviser is one that embraces fintech solutions, which ultimately leads ...

Dover advisers turn orphans

JAMIE WILLIAMSON  |  FRIDAY, 6 JUL 2018
... be expected if they were to recruit former Dover advisers. According to Rainmaker's analysis, Capstone Financial Planning, Bluewater Financial Advisors, Advice Evolution, Sentry Advice, Interprac and Synchron are among the top dealer groups to have ...

HSBC quietly exits financial advice

KARREN VERGARA  |  THURSDAY, 5 JUL 2018
... not disclose how many staff members are affected. A HSBC spokesperson said: "We have ceased offering retail financial planning advice as it was a small part of our offering in which we lacked sufficient scale and potential for growth." "Where redeployment ...

FASEA must recognise all prior learning: FPA

JAMIE WILLIAMSON  |  THURSDAY, 5 JUL 2018
A survey of the Financial Planning Association of Australia's membership found 78% of those which have completed its CFP designation believe they already hold the necessary skills to comply with proposed adviser education reforms. The survey, which ...

ASIC takes financial planner to court

KANIKA SOOD  |  TUESDAY, 3 JUL 2018
... the Supreme Court, after his licensee reported him to the corporate regulator. Brett Andrew Gordon operated a financial planning business, Refocus Financial Group on the Sunshine Coast. He held a licence from Solar Financial Advisory from June 2014 to ...

AFA seeks overhaul of proposed education standards

JAMIE WILLIAMSON  |  TUESDAY, 3 JUL 2018
... include any undergraduate or postgraduate degree that includes at least six subjects in accounting, finance, financial planning, economics, law or tax. The AFA also believes mathematics, actuarial studies and psychology degrees should be included as ...