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Showing 91 - 100 of 261 results for %22Charter Financial Planning%22

First State Super appoints CFO

EMMA RAPAPORT  |  FRIDAY, 26 MAY 2017
... Profit-to-member superannuation fund First State Super is expanding its executive team with the appointment of a chief financial officer. Tim Elliott, previously the chief operating officer and chief financial officer at StatePlus, has taken up the newly-created ...

AMP reshapes advice businesses, appoints MD

ALEX BURKE  |  FRIDAY, 31 MAR 2017
... director advice Michael Guggenheimer; Dean Thomas as managing director of Hillross; Neil Swindells as managing director, Charter; Chris Digby as managing director of SMSF advice and Jigsaw; and Dave Akers as director, channel strategy and services. Akers ...

New head of advice for industry fund

JAMIE WILLIAMSON  |  FRIDAY, 10 MAR 2017
The Australian Catholic Superannuation and Retirement Fund welcomed a new head of financial advice. Tim Poole, a former leader within the fund's planning team, has been promoted to the newly restructured financial advice division. Poole joined Australian ...

Elders and AFA partner on education

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
Two financial advisers received scholarships from Elders Financial Planning as part of its ongoing commitment to further education. Andrew Furlanetto of Victoria and Les Hayward of Western Australia were awarded the grants, designed to up-skill advisers ...

AZNGA subsidiary acquires adviser firm

KERRIE SYDEE  |  FRIDAY, 5 AUG 2016
... advises over 1000 personal clients and more than 2000 corporate super members. The firm is licensed with Charter Financial Planning and has over $212 million in funds under advice (FUA). DFA provides a range of advisory services including retirement ...

New non-executive director for GBST

KERRIE SYDEE  |  FRIDAY, 1 JUL 2016
Global provider of technology to the financial services industry, GBST, has appointed a new independent non-executive director. Experienced company director and chartered accountant, Deborah Page will join the board, as GBST looks to reinforce its renewal ...

Adviser standards need a tidy

DARREN SNYDER  |  MONDAY, 11 JAN 2016
... Superannuation Funds of Australia (ASFA) believes it is not clear how proposed education and training requirements for financial advisers would apply to robo-advice. ASFA says if financial advice was to be provided online (robo-advice) by a corporate ...

ASIC bans ex-Genesys adviser

ALEX BURKE  |  THURSDAY, 1 OCT 2015
... 2009 to 2011; after working at Jigsaw Support services for a year, he moved to another AMP licensee, Charter Financial Planning, in 2012. ASIC's statement attributed the banning to its ongoing review of life insurance advice, which found that Zelka had ...

AMP advice adds Van Eck ETFs

STAFF WRITER  |  WEDNESDAY, 30 SEP 2015
... and Market Vectors Australian Banks ETF will now be available to advisers at AMP Financial Planning, Charter Financial Planning and Hillross. "We are delighted that AMP has added MVW and MVB to its APL. Our ETFs offer investors a point of difference ...

AMP offers Adviser Academy course via Griffith

ALEX BURKE  |  THURSDAY, 24 SEP 2015
... those who complete their practical experience (over 12 months) an education grant to assist in getting their Certified Financial Planner, Fellow Chartered Financial Practitioner, or Masters in Financial Planning qualification. "This reinforces our existing ...