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Showing 1171 - 1180 of 2303 results for "Financial Planner"

AFS acquires QLD planning practice

ELISE BURGESS  |  WEDNESDAY, 7 DEC 2011
Australian Financial Services Group has added a new independent planning practice to its ranks, acquiring QLD-based practice Alps Network to expand the Group's presence in Queensland. Already integrated into the Australian Financial Services Group Limited ...

SG rise through House of Representatives

CLAIRE MCGREAL  |  WEDNESDAY, 23 NOV 2011
Leading superannuation bodies have welcomed the passage of the mining tax package through the lower House, which paves the way for the Superannuation Guarantee hike from 9 to 12 %. The 30 % tax on coal and iron ore profits, which successfully made it ...

FPA award winners embrace FOFA

ELISE BURGESS  |  MONDAY, 21 NOV 2011
... Practice and Code of Ethics. The national winners of the inaugural FPA Best Practice Awards are: FPA Certified Financial Planner Professional Practice Award Pippa Elliot CFP, Momentum Planning (WA) FPA Associate Financial Planner Best Practice Award ...

FOFA will pass: Shorten, FPA

ELISE BURGESS  |  FRIDAY, 18 NOV 2011
... understand the impacts of certain proposals and what the industry needed, such as a definition for the term 'financial planner'. Acknowledging there is regulatory fatigue and that there remains a lot of hate in the debates surrounding FOFA, he asked ...

FPA welcomes standards

ELISE BURGESS  |  FRIDAY, 18 NOV 2011
... of poor planning had blackened the entire industry. "This will only be prevented once we restrict the term 'financial planner', said Rantall. The FPA has launched independent body, the Conduct Review Commission, to hear matters against planners to ensure ...

ANZ Wealth provides succession support for planners

CLAIRE MCGREAL  |  WEDNESDAY, 16 NOV 2011
ANZ aligned financial planners looking to retire can now avail of a new package aimed at helping them to develop a successful succession plan. The ANZ Wealth succession package gives planners a range of tools including a loan facility for business growth ...

LGS first fund to sign iqBoard solution

ELISE BURGESS  |  TUESDAY, 15 NOV 2011
... Lambert said. Lambert said LGS is now looking into incorporating the iPad into other areas of the fund such as its financial planner and relationship manager networks. Managing all address security and data privacy remotely, IQBG will also be able to ...

One-third advisers switch insurance providers: survey

ELISE BURGESS  |  FRIDAY, 11 NOV 2011
One-third of financial planners have stopped using at least one insurance provider in the last 12 months due to poor support and service. The Investment Trends 2011 Planner Risk Report surveyed 729 financial planners, asking about their satisfaction ...

ANZ Wealth appoints head of practice based fin planning

ELISE BURGESS  |  TUESDAY, 8 NOV 2011
... the future direction of our industry having sat on the FSC Financial Advisory Network Board and the FPA Future Financial Planner Committee." Younger will start his new role on December 5.

SMSF cloud solution launched

RACHEL DAVIS  |  TUESDAY, 1 NOV 2011
A new cloud based, self-managed super fund business solution designed specifically for financial service providers has been launched. Superfund Wholesale is an automated setup and administration service for self managed super funds (SMSFs) designed ...