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Showing 101 - 110 of 2306 results for "Financial Planner"

FPA, SMSFA launch specialist pathway

CHLOE WALKER  |  THURSDAY, 2 FEB 2023
... SMSF Specialist Advisor designation. The express pathway will be available to FPA members holding the Certified Financial Planner (CFP) designation, who will be exempt from completing the nine standard education modules. Instead, they will receive comprehensive ...

Cold calling advice firms called out

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2023
... typical experience was for a super fund member to be cold called by an intermediary generating business for a financial planner, told their fund was "high risk" and all their money would go to the government if they died, emailed documents including ...

Former planner pleads guilty to dishonest conduct

CASSANDRA BALDINI  |  FRIDAY, 27 JAN 2023
A former Melbourne financial planner has pleaded guilty to three counts of engaging in dishonest conduct whilst running a financial services business. ASIC found that between February and March 2015, Bradley Grimm engaged in dishonest conduct on five ...

Paraplanners happy to stay put: Survey

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
... financial advice. They are instrumental in providing product research and strategy modelling options for the financial planner, not to mention producing the full financial plan and ensuring it meets the client's goals, objectives, and financial needs." ...

Pre-retirees want, need financial advice: Fidelity

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
Pre-retirees are increasingly interested in receiving financial advice, according to a retirement planning study by Fidelity International. Fidelity's New Life Old Life report shows that 80% of pre-retirees currently receive advice, have received ...

ASIC confirms advisers can offer home equity access guidance

ANDREW MCKEAN  |  TUESDAY, 10 JAN 2023
... credit product, allowing advisers to include it in retirement plans. Responding to an inquiry by Capital Advisory financial planner Michael Miller, ASIC said the operation of the Scheme is provided for under the Social Security Act 1991 (Cth) and is ...

ALRC should prioritise advice regulations: FPA

CASSANDRA BALDINI  |  THURSDAY, 8 DEC 2022
The Financial Planning Association of Australia (FPA) has said the Australian Law Reform Commission (ALRC) should prioritise advice regulations in its ongoing review of financial services law. In its latest submission to the ALRC review of the Legislative ...

Former financial adviser charged with fraud

CASSANDRA BALDINI  |  WEDNESDAY, 7 DEC 2022
... corrections order. Magistrate Covington remarked upon sentencing that Howard was in a position of trust as a financial planner when he used the false documents and that his offending had a degree of sophistication. The Commonwealth Director of Public ...

Financial advice among most qualified professions: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
Following education reforms, analysis of financial advisers' tertiary qualifications suggests the advice sector is now among the most highly educated professions in Australia. Rainmaker Information's 2022 review of advisers' ASIC-recognised qualifications ...

AFA, FPA merger in best interests

CASSANDRA BALDINI, CHLOE WALKER  |  THURSDAY, 24 NOV 2022
In offering an update on the proposed merger with the Association of Financial Advisers (AFA), Financial Planning Association of Australia (FPA) chair David Sharpe said he is hoping to have the full support of members and, despite speculation, a new ...