Search Results | Showing 91 - 100 of 2976 results for %22Financial Planner%22 |
| | | ... for two decades, having joined in 2000 after three years in business development at Citi. He also has experience as a financial adviser, having spent seven years as an authorised representative of Associated Planners Group. In their new roles both Green ... |
| | | | ... quality investment solutions to his clients. "I am passionate about financial advice," Shanker said. "As an ex-financial planner, I am acutely aware of the compliance and operational challenges facing the industry. I am excited about the prospect of ... |
| | | | ... to close the 40-year-old association and merge with The Advisers Association (TAA). ARA represents around 90 Charter Financial Planning businesses and approximately 250 advisers. Its members voted for the closure at a general meeting in April. The merger ... |
| | | | ... consider members' personal circumstances, there's a view that its introduction could significantly impact the financial advice sector - but maybe not in the way you might immediately think. The Retirement Income Covenant requires superannuation ... |
| | | | Both the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) have used their submissions to the Quality of Advice Review to call for regulatory certainty. Releasing their submissions yesterday, both industry ... |
| | | | ... situation might not be taken into account," she said. "It's vital that people seek the advice of a professional financial planner before making any decisions that will affect their financial situation and their superannuation." Notwithstanding greater ... |
| | | | ... advice having led Asgard, AdvisorNetGain, BT Wrap, Perpetual and MLC." "He is also highly respected by dealer groups and financial planners and led many advice businesses." Lloyd is also excited to join the company, saying: "I am a true believer in the ... |
| | | | ... been laid for real change in our profession, and he brings substantial experience as a practicing CERTIFIED FINANCIAL PLANNER® professional to the role." Likewise, Sharpe said he has very big shoes to fill as he takes over from Broome. "I will continue ... |
| | | | ... for Vanguard, AMP and Zurich in distribution and sales roles. Earlier in his career, Prowse was a certified financial planner. BetaShares chief executive Alex Vynokur welcomed Prowse to the company. "We are delighted to welcome someone of Brendan's calibre ... |
| | | | ... cheaper MySuper products, and left them in accounts with unnecessarily high fees, bearing the cost of commissions to financial planners, and receiving lower investment returns. MySuper law reforms required CFS to move members to these cheaper options ... |
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