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Showing 1101 - 1110 of 4074 results for "Financial planning"

ASIC takes financial planner to court

KANIKA SOOD  |  TUESDAY, 3 JUL 2018
... the Supreme Court, after his licensee reported him to the corporate regulator. Brett Andrew Gordon operated a financial planning business, Refocus Financial Group on the Sunshine Coast. He held a licence from Solar Financial Advisory from June 2014 to ...

AFA seeks overhaul of proposed education standards

JAMIE WILLIAMSON  |  TUESDAY, 3 JUL 2018
... include any undergraduate or postgraduate degree that includes at least six subjects in accounting, finance, financial planning, economics, law or tax. The AFA also believes mathematics, actuarial studies and psychology degrees should be included as ...

Catholic Super appoints CIO

KANIKA SOOD  |  TUESDAY, 3 JUL 2018
... MyLife MyMoney Superannuation Master Trust, which operates both Catholic Super and MyLife MySuper, as well as a financial planning company and a bank dedicated to the Master Trust's super members. She will have a strong focus on asset allocation ...

Wealth firms merge for growth

JAMIE WILLIAMSON  |  MONDAY, 2 JUL 2018
... specialist. Morrows will now house an experienced auditing division while MSI Ragg Weir can now access strong financial planning and legal capabilities. Morrows chair and director Murray Wyatt said the merger will strategically transform the current ...

ASIC slams SMSF advice, flags further education reform

JAMIE WILLIAMSON  |  FRIDAY, 29 JUN 2018
... they support introducing this requirement for advisers," SMSF Association chief executive John Maroney said. Financial Planning Association of Australia chief executive Dante De Gori said there is no doubt that SMSF advice will now be a significant focus ...

ABA appoints deputy chair

KANIKA SOOD  |  FRIDAY, 29 JUN 2018
... AMP Bank and Westpac with 35 years' experience in retail banking, finance, financial markets, treasury and financial planning.

AstuteWheel speeds up risk advice timeframe

KARREN VERGARA  |  FRIDAY, 29 JUN 2018
Financial planning software provider AstuteWheel launched its latest tool which slashes the risk advice process to one hour. Astute Insurance Planner was created in partnership with an OmniLife app and YTML to integrate different systems and help financial ...

Statements of Advice: Out with the old

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
... change in order to keep up. Discussing the value of technology at a recent Advice Intelligence roundtable, Financial Planning Association of Australia head of policy and government relations Ben Marshan said the advice industry's inexplicable obsession ...

FASEA yet to determine bridging courses

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
... bridging course covering the new Code of Ethics will be required. With the related fields comprising accounting, financial planning or advice, law and economics degrees FASEA said all advisers with these degrees will be eligible for the relevant bridging ...

ASIC takes civil action against AMP

HARRISON WORLEY  |  WEDNESDAY, 27 JUN 2018
The corporate regulator has commenced Federal Court proceedings against AMP Financial Planning (AMPFP), alleging the division of the recently scrutinised mutual failed to ensure its authorised financial planners complied with the best interests duty ...