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Showing 91 - 100 of 317 results for "Gold Coast"

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 ...

Technology will shape financial services

JAMIE WILLIAMSON | WEDNESDAY, 11 OCT 2017

... Riddell at the 2017 Association of Financial Advisers National Adviser Conference which started on Wednesday at the Gold Coast. The rise of new technologies creating business efficiencies, particularly the significant potential offered by deploying blockchain ...

2017 AFA Rising Star crowned

JAMIE WILLIAMSON | WEDNESDAY, 11 OCT 2017

... Award was presented at the opening of this year's Association of Financial Advisers National Adviser Conference on the Gold Coast on Wednesday. Mia Taylor of Evalesco Financial Services was awarded the accolade, which is supported by ANZ Wealth, for ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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