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Showing 101 - 110 of 261 results for %22Charter Financial Planning%22

AMP names new Charter and ipac managing director

STAFF WRITER  |  FRIDAY, 21 AUG 2015
AMP has appointed a managing director of Charter and ipac, reporting to AMP group executive advice and banking, Rob Caprioli. Tim Mitchell-Adams will be responsible for leading the Charter, ipac, Jigsaw and SMSF Advice businesses. Mitchell-Adams previously ...

Aligned execs join Fortnum in advice arm restructure

LAURA MILLAN  |  MONDAY, 27 JUL 2015
... four executives from IOOF-owned Shadforth Financial Group, Commonwealth Bank and AMP-owned Genesys and Charter Financial Planning. As part of the restructure, Fortnum Financial Advisers has also internally promoted national sales manager Joel Taylor ...

Chartered accountants' response 'clumsy'

AAP  |  WEDNESDAY, 15 JUL 2015
... accounting professionals. NZICA effectively held a statutory monopoly in New Zealand until 2012 when the newly established Financial Markets Authority accredited CPA Australia for auditing work under incoming legislation, which put it on a more equal ...

Findex acquires private wealth firm

ALEX BURKE  |  WEDNESDAY, 1 JUL 2015
Findex Group has acquired Melbourne-based accounting and financial advice firm Martin Goodrich & Associates (MGA). MGA will be relocated to the Crowe Horwath's Melbourne offices but will retain its branding "during a transition phase," according to ...

Financial planning director to leave AMP

LAURA MILLAN  |  THURSDAY, 18 JUN 2015
... Caprioli and was responsible for five licensees: AMP Financial Planning, Hillross, ipac, Genesys and Charter Financial Planning. "Steve is one of AMP's longest serving employees and I'd like to thank him for his commitment and loyalty," Caprioli said. ...

MAX Award winners named

MARK SMITH  |  FRIDAY, 5 JUN 2015
The best and brightest financial services marketing, advertising and sales professionals were recognised at the MAX Awards in Sydney last night. At a gala dinner at the conclusion of the MAX Forum at Doltone House, professionals from the superannuation ...

AustralianSuper backs CFA Code

DARREN SNYDER  |  THURSDAY, 4 JUN 2015
AustralianSuper believes the Chartered Financial Analyst (CFA) Asset Manager Code of Professional Conduct underpins the minimum standards within the super fund's investment agreements. As the discussion continues about lifting the professional, ethical ...

MAX Awards to showcase innovation in financial services sales and marketing

STAFF WRITER  |  FRIDAY, 29 MAY 2015
From Marketer of the Year to Innovation of the Year and best Digital Marketing Campaign, next week's Financial Standard MAX Forum and Awards promises to be an Oscar night celebrating outstanding work in financial services sales and marketing. Highly-acclaimed ...

FEATURE: Adviser education

FINANCIAL STANDARD  |  MONDAY, 25 MAY 2015
With minimum education standards surely now set to rise in the financial planning industry, the Financial Standard team has asked experts to outline what the new rules might look like and the possible routes advisers can take. What qualities will the ...

CFA Societies wants industry professionals to swear oath

MARK SMITH  |  THURSDAY, 21 MAY 2015
... Anthony Serhan, Kate Misic and Jason Chesters - the body called for all industry practitioners to follow the example of CFA charter holders. "We have taken a personal pledge to protect the rights of investors who entrust us with their money. This is ...