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Showing 91 - 100 of 114 results for "Financial Planning Services"

FPA rejects tax bill changes

MICHAEL HOBBS  |  MONDAY, 21 JUL 2008
... declaring it could increase the cost of delivering financial advice and hinder consumer access to financial planning services. The proposed Bill requires financial planners to undergo additional training and become registered tax agents in order to provide ...

Social banking on the rise

MICHAEL HOBBS  |  WEDNESDAY, 16 JUL 2008
... banking includes trends such as green practices, social entrepreneurship and peer to peer lending and financial planning services using social networks with banking capabilities such as Zopa and Lending Club. "This combination of business, non profit ...

ASIC bans Westpoint adviser

MICHAEL HOBBS  |  MONDAY, 7 JUL 2008
... recommendations to clients, breaching his duty to provide appropriate financial advice. Roy provided financial planning services at Winthrop Securities, Epic Asset Management, EAS (WA) and Brighton Hall Securities, which is now in liquidation. Last month ...

ASIC bans Westpoint planner

MICHAEL HOBBS  |  THURSDAY, 19 JUN 2008
... financial services for three years after he misled clients on Westpoint investments. Liddicoat provided financial planning services as a proper authority holder and representative of Brighton Hall Securities, which is now in liquidation, between February ...

Ex-AFS distribution head joins FPSA

RUTH LIEW  |  WEDNESDAY, 18 JUN 2008
Financial Planning Services Australia (FPSA) has appointed ex- Australian Financial Services head of distribution, Mark Ryan, as director and dealer principal. Director of FPSA Deborah Baron said Ryan will be invaluable in driving strategy to take FPSA ...

Asset signs on IFFP

RUTH LIEW  |  MONDAY, 16 JUN 2008
... seminars and advice services, but the new arrangement will see IFFP take the reigns in providing a full financial planning services to its members. IFFP managed to beat five other planning firms to win the Asset Super account. "IFFP won the business ...

Awareness week for planners

MICHAEL HOBBS  |  WEDNESDAY, 14 MAY 2008
... financial issues they face. Across the Bass Strait, Hobart will host three information seminars on financial planning services and how to deal with mortgage concerns. Meanwhile, in Perth, Western Australia the FPA has also developed a newspaper lift ...

QBE drops PI and D&O insurance

MICHAEL HOBBS  |  MONDAY, 21 APR 2008
... over the last two years", the firm said in a statement. However, according to the statement, where financial planning services form part of the overall firm's occupation, the firm would consider providing cover on a case by case basis. As a result, financial ...

ESSSuper to offer fin planning

MICHAEL HOBBS  |  MONDAY, 21 JAN 2008
... relationships and product development at ESSSuper, said the super fund would provide a full spectrum of financial planning services. "We'll be offering all levels of financial advice including personal advice which will be paid for by the member. However ...

BankWest calls on UK planners

MICHAEL HOBBS  |  WEDNESDAY, 12 DEC 2007
... their financial planning business and provide assistance to BankWest. Customers will have access to financial planning services in March. However, actual fees or costs have not been disclosed. "The fees will be competitive as all our products have been ...