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Showing 91 - 100 of 112 results for "Paraplanner"

Fin planning jobs fall 60pc

MICHAEL HOBBS  |  TUESDAY, 5 MAY 2009
... while successful candidate for a $80,000 per annum job needs at least three to five years experience. The number of paraplanner jobs advertised remained steady over the quarter, with Xplan experience mentioned more times than COIN. The report found junior ...

Qld firm to restore "faith" in planning

MICHAEL HOBBS  |  MONDAY, 16 FEB 2009
... difference to a family," she said. Heins said the financial planning firm, which includes two financial planners and a paraplanner, could provide the free service to roughly two people a month. She said Aylesbury Group is looking to promote the service ...

RG146 unveils planning stars

RUTH LIEW  |  TUESDAY, 10 FEB 2009
Justin Pratt of Mercer has won the paraplanner of the year award by financial planning education house RG146 Training Australia. Pratt, an assistant financial adviser at Mercer Wealth Solutions in Sydney, took out the '2008 Paraplanner of the Year' ...

Securitor academy set for Feb opening

MICHAEL HOBBS  |  MONDAY, 17 NOV 2008
Asgard Wealth Solution's planning division, Securitor is launching its first paraplanning academy workshop in February. The paraplanning academy is a blend of self-study distance learning and two three-day face-to-face workshops. Participants will learn ...

AFA searches for Rising Star

MICHAEL HOBBS  |  WEDNESDAY, 23 JUL 2008
... application should include work done beyond the day to day," he said. "Tell the judges the extras, whether its volunteering, paraplanner mentoring or submissions for financial advice newspaper columns." ING Australia has been sponsoring the award for ...

MLC adopts paraplanning referral service

MICHAEL HOBBS  |  MONDAY, 14 JUL 2008
... Paraplanning Academy and expanding the role of its SoA Solutions team. "We have seen a substantial growth in the use of MLC's Paraplanner Academy and Statement of Advice (SoA) Coaches recently and with the current succession planning challenges across ...

Premium outlines growth strategy

MICHAEL HOBBS  |  WEDNESDAY, 21 MAY 2008
Premium Wealth Management is creating a mortgage and risk insurance business, boosting its paraplanner support services and accelerating its recruitment strategy. In addition, the dealer group plans to develop a learning and professional development ...

Awareness week for planners

MICHAEL HOBBS  |  WEDNESDAY, 14 MAY 2008
... May and aims to promote the benefits of using a financial planner and the opportunities in a career as an adviser or paraplanner. The week will feature seminars, newspaper lift-outs, special talk back segments on local radio stations, expositions and ...

Securitor academy in the works

MICHAEL HOBBS REPORTING FROM THE CONFERENCE IN NEW ZEALAND  |  THURSDAY, 17 APR 2008
Securitor is to set up a paraplanning academy and launch an online self assessment program to help advisers beef up on their finance knowledge and better answer the questions of clients uneasy about the state of the markets. Speaking at the Securitor ...

AFS paraplanning gets thumbs up

MICHAEL HOBBS  |  WEDNESDAY, 12 DEC 2007
... practices confirmed they were experiencing difficulty in recruiting qualified paraplanners, and in response, the AFS Paraplanner Academy initiative was introduced to address this concern," Daly said. "Recruiting staff will continue to be an industry ...

Editor's Choice

Invesco launches new equity fund

ELIZA BAVIN
Invesco said the new fund will give Australian investors access to a systematic global equity strategy with a 20-year track record.

FCA pursues Neil Woodford again

KARREN VERGARA
The Financial Conduct Authority (FCA) is going after failed fund manager Neil Woodford again, this time for allegedly providing unauthorised investment advice via W4.0, his Dubai-based investment platform.

Former APRA deputy chair launches retirement solutions startup

KARREN VERGARA
A former APRA deputy chair has launched CipherIQ, a new venture that provides retirement solutions via account-based pensions in partnership with superannuation funds, financial advisers and retirees.

Global X launches space tech ETF

MATTHEW WAI
Global X has now launched the space tech ETF (ASX: MOON).

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