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Showing 1181 - 1190 of 2303 results for "Financial Planner"

AMP planning associations adopt insight products

ELISE BURGESS  |  TUESDAY, 1 NOV 2011
AMP Financial Planners Association, Hillross Advisers Association and General Insurance Advisors Association have adopted a new business insight product to provide strategic guidance during regulatory change. In response to predicted increases in operations ...

MacMillan wins AFA Adviser of the Year

ELISE BURGESS  |  WEDNESDAY, 26 OCT 2011
West Australian financial planner, Troy MacMillan, has taken out the top gong at the Association of Financial Advisers (AFA) annual conference and been named Adviser of the Year for 2011. The award, sponsored by Zurich Financial Services Australia ...

Plan B appoints new group executive, product and distribution

CLAIRE MCGREAL  |  WEDNESDAY, 26 OCT 2011
... uniquely placed to grow both as a business and a high quality advice provider to clients." Cramer is a certified financial planner has held specialist senior management, sales management and business development roles. Previous employers include MLC ...

AMP University Challenge winner named

ELISE BURGESS  |  THURSDAY, 20 OCT 2011
... experience. I've learnt a lot about how the industry works and the options available to me as I pursue a career as a financial planner," said Walker. Zita White from Griffith University and a team of students from La Trobe University won second and third ...

International planning expert urges advisers to voice FOFA concerns

CLAIRE MCGREAL  |  WEDNESDAY, 19 OCT 2011
... effectively the excess compliance requirements that are placed upon you," he said. Etherington, a fully accredited financial planner who specialises in life insurance, is also a member of the Million Dollar Round Table and past chair of Top of the Table. ...

Matrix adds new member firm

RACHEL DAVIS  |  WEDNESDAY, 19 OCT 2011
... and retirement planning, personal and business life insurance, aged care and estate planning. The principal financial planner in the practice is Sunhee Hres who has been in the financial services industry for over 9 years. Matrix is looking to attract ...

CHOICE, ISN hit back at associations aspersions

ELISE BURGESS  |  MONDAY, 17 OCT 2011
CHOICE chair and AUSfin member, Jenni Mack, has responded to financial planning association remarks about the parliamentary FOFA Bill on Friday and said they were aware of the disclosure provision and should instead move on as the rest of the industry ...

FOFA reaches parliament with undisclosed feature

ELISE BURGESS  |  FRIDAY, 14 OCT 2011
After many months of discussion, the FOFA Bill has finally reached parliament but planning associations the AFA and the FPA have slammed the motion after a new feature was revealed without prior consultation with the industry. Minister for Financial ...

Financial planners reluctant to sell up despite uncertain times

CLAIRE MCGREAL  |  FRIDAY, 7 OCT 2011
There's been a massive drop in the number of financial planners looking to sell their practices, despite uncertainty surrounding the implementation of the Future of Financial Advice reforms and the state of the economy. That's according to industry ...

FPA reveals advertising impact

MATT WOODINGTON  |  THURSDAY, 6 OCT 2011
... new business from clients looking for a qualified and professional adviser," said Cameron Howlett, a certified financial planner in Melbourne. The next stages of the campaign, which is fully funded by individual members, will be revealed at the FPA National ...