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Showing 91 - 100 of 319 results for "Gold Coast"

AFA to launch investigation into adviser misconduct

JAMIE WILLIAMSON  |  FRIDAY, 22 DEC 2017
... been licensed by five different dealer groups since December 2014. At the AFA's National Adviser Conference on the Gold Coast in October, ANZ Wealth's Alexis George she believes the AFA has a role to play in fact-based mandatory background checks of ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... advancing the industry well beyond its professional status. More than 650 delegates filled RACV Royal Pines Resort on the Gold Coast in October for what was the 40th anniversary of Association of Financial Advisers conferences. A return to the popular ...

Former BBY adviser cops 10-year ban

KARREN VERGARA  |  WEDNESDAY, 8 NOV 2017
... ASIC's investigation between 1 January 2007 and 13 June 2009 alleged that Gillespie, a senior financial planner on the Gold Coast at the time, forged the signatures of clients on documents relating to financial product applications and a series of internal ...

Mindfulness coach recognised for excellence in advice

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... Excellence in Advice Award. Presented at the Association of Financial Advisers' National Adviser Conference on the Gold Coast last week, Wellthy founder and financial coach Lea Schodel was recognised for her innovative means of providing financial advice ...

AFA launches mental health service

DARREN SNYDER  |  MONDAY, 16 OCT 2017
... partnership with Davidson Trahaire Corpsych and was officially launched at the AFA 2017 National Adviser Conference at the Gold Coast on Friday. The programs were launched during Mental Health Week and the partnership is open to the entire AFA member ...

Advisers can transform tragedy

DARREN SNYDER  |  MONDAY, 16 OCT 2017
... be how it copes as the baby boom becomes a death boom. Speaking at the AFA 2017 National Adviser Conference on the Gold Coast, Corgenius chief executive Amy Florian said how advisers deal with the broad financial responsibilities of baby boomer clients ...

AFA keeps financial literacy front of mind

DARREN SNYDER  |  MONDAY, 16 OCT 2017
... update the National Financial Literacy Strategy for 2018. Speaking at the AFA 2017 National Adviser Conference on the Gold Coast, O'Dwyer encouraged the advice community to be part of the strategy's consultation process. She said the strategy currently ...

AFA and Map My Plan join forces

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... benefits of robo-advice. Announced at the Association of Financial Advisers' 2017 National Adviser Conference on the Gold Coast, the partnership is seen as a simple solution to a wide problem for Australians. AFA general manager member services, partnerships ...

Cyber training is advice value-add: AUSTRAC

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... advisers to value-add by providing cyber training services. Speaking at the AFA 2017 National Adviser Conference on the Gold Coast, Hawkins agreed with a point that email is a vulnerability for financial advice firms and for financial abuse. He believes ...

Adviser tops the class for education excellence

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... 2017 AFA Excellence in Education in Award at the Association of Financial Advisers' National Adviser Conference on the Gold Coast. Ward, who completed his Masters of Financial Planning 18 months ago, said there was two main reasons why he has put his ...