Search Results | Showing 1111 - 1120 of 10527 results for "Advice" |
| | | ... client experience and operational efficiency," Sevestre said. "This integration is crucial for delivering accurate financial advice, allowing advisers to focus on client relationships and planning. For providers, the opportunity lies in developing systems ... |
| | | | ... took a 20% stake in Melican Financial Planning, a firm that provides accounting, mortgage broking, SMSF, and financial advice based in Victoria's Greensborough. The equity partnership scheme investment into Melican will be made up of cash and some ... |
| | | | ... that went to HNW Planning. He runs Betalli & Associates, a tax and accounting business, and The FP Business, a financial advice service. He also operates an equipment finance broking and mortgage broking business through the corporate vehicle, Corporate ... |
| | | | ... 19,692 of 92% of candidates who sat the exam have passed. The exam has three strands. It tests candidates' knowledge of advice regulatory and legal requirements, including obligations under Chapter 7 of the Corporations Act, the Anti-Money Laundering ... |
| | | | ... Better Financial Outcomes and Other Measures) Bill aims to reduce red tape for financial advisers and improve access to advice for Australians. This includes new laws that consolidate administrative steps in obtaining clients' consent to ongoing ... |
| | | | ... Professional to offer superannuation fund staff further education and training as the sector gears up to offer more financial advice. The courses target super fund staff predominately working in call centres, general advice, and education delivery teams. ... |
| | | | ... legal and administration services. Licensee and adviser services comprises Interprac Financial Planning, Sequoia Financial Advice, as well as the family office, corporate finance, wealth management, asset management, specialist investments. It also includes ... |
| | | | ... undertaking after ASIC pinged it for possibly operating without a licence, including possibly providing financial product advice. As part of the undertaking, iExtend had to apply for an AFSL. That AFSL has now been granted; in the interim iExtend has ... |
| | | | ... Importantly, it said all reasonable steps should be taken to ensure levies charged on industry subsectors, like financial advice, under the Industry Funding Model are reduced commensurate with this increased resourcing to the regulator. It added that ... |
| | | | ... Sydney. Prior to that he had stints with Strategic Capital Management, Perpetual and ipac. ASIC found he provided personal advice to 11 retail clients after failing the mandatory adviser exam. Justice Kyrou said: "In order to uphold the integrity of ... |
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