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Showing 1181 - 1190 of 4062 results for "Financial planning"

Equipsuper appoints head of member advisory

ALEX BURKE  |  MONDAY, 26 FEB 2018
... risk and compliance team. "In his previous roles, Paul has been closely involved with the member advice and financial planning teams," Equip executive officer, member engagement Camille Magee said. "His appointment comes at a time of considerable change ...

FPA optimistic CFP will get FASEA tick

JAMIE WILLIAMSON  |  FRIDAY, 23 FEB 2018
The Financial Planning Association of Australia is confident the Financial Adviser Standards and Ethics Authority will recognise the Certified Financial Planner designation as a suitable bridging course for existing financial advisers. FPA chair Neil ...

Industry fund CIO retires

DARREN SNYDER  |  THURSDAY, 22 FEB 2018
... fund's $9 billion MyLife MyMoney Superannuation Master Trust which invests for Catholic Super, MyLife MySuper, a financial planning company and a bank dedicated to the Master Trust's 80,000 super members. Catholic Super said Lette was integral in developing ...

Former Charter adviser receives permanent ban

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2018
A former Charter Financial Planning adviser is permanently banned for dishonestly charging clients more than $65,000 in fees. ASIC has banned Brenton John Poynter of Baulkham Hills in NSW from providing financial services after an investigation found ...

DomaCom increases financial planner exposure

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2018
DomaCom has entered an integration agreement with the most widely used financial planning software in Australia. Under a new partnership, users of IRESS' XPLAN can now include DomaCom sub-fund investments in client portfolio reports. Properties are ...

Synchron appoints state manager

KARREN VERGARA  |  FRIDAY, 16 FEB 2018
... Wallis has been part of the Synchron network for five years and will be selling his practice, Straightforward Financial Planning, to take on the state manager role. He will officially commence his new duties on 1 April 2018. Wallis' career began at AON ...

Commonwealth Bank recruits Suncorp executive

JAMIE WILLIAMSON  |  FRIDAY, 16 FEB 2018
... appointed Maria Greensill as its head of private wealth. She joined Clime IM from Suncorp where she was manager, financial planning operations.

NAB appoints new regional advice GM

ALEX BURKE  |  WEDNESDAY, 14 FEB 2018
NAB Financial Planning appointed a new general manager for South Australia, Western Australia and the Northern Territory. Adrian De Silva joined NAB in January from Beyond Bank Australia, where he was national manager wealth management and national ...

Intergenerational wealth transfer at tipping point: Adviser

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... interpersonal issues." Zervides added it's now becoming more common for advisers to facilitate clients' non-financial planning needs such as legal and accounting advice in all meetings - an alliance of advice practitioners that "continue service provision ...

FPEC chair steps down

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
The Financial Planning Education Council (FPEC) chair has stepped down from his post. Mark Brimble was appointed to the role in November 2013 and currently serves as a board director of the Financial Adviser Standards and Ethics Authority (FASEA). Sharon ...