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Showing 1191 - 1200 of 4062 results for "Financial planning"

SuperConcepts acquires SMSF administrator

KARREN VERGARA  |  TUESDAY, 13 FEB 2018
... international operations. Established in 2004, MORE Super has a client base of more than 200 accounting and financial planning practices. It administers and audits over 5000 SMSFs and has about 90 employees across Canberra and Brisbane. SuperConcepts ...

AFA working to bust FASEA myths

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2018
... most surprised by the FASEA announcement," the AFA said. In the past, where an adviser's degree was not in financial planning, the industry has relied upon the DFP, the ADFP and professional designations for financial advice formal education, the AFA ...

CareSuper appoints investment manager

ALEX BURKE  |  FRIDAY, 9 FEB 2018
... member and client facing teams. He previously held senior executive roles in wealth management, banking and financial planning organisations including St Andrews Australia and Aviva Australia. Mark Lyons, meanwhile, joined as executive manager - corporate ...

Client engagement tool gains ground

JAMIE WILLIAMSON  |  FRIDAY, 9 FEB 2018
... advice involves a hybrid model of face-to-face financial advice enhanced by technology. With a background in financial planning and corporate superannuation, the Your Financial Wellness team is already working with superannuation funds, dealer groups ...

AMP considers "all alternatives" in life insurance portfolio review

ALEX BURKE  |  THURSDAY, 8 FEB 2018
... enabling advisers to show customers the achievability of their goals during the advice session. It takes the financial planning process to the next level."

Boutique fund manager adds to distribution team

KARREN VERGARA  |  THURSDAY, 8 FEB 2018
... in the financial services industry since 1980, and is the principal and managing director of an independent financial planning boutique firm, which he established in 1984. The firm's flagship Global Equity Fund, aims to outperform the MSCI ACWI by investing ...

JBWere team joins Koda Capital

ALEX BURKE  |  THURSDAY, 8 FEB 2018
... Jones has been a senior wealth adviser for JBWere since 2016, having previously been a senior wealth adviser at financial planning manager at NAB. Jones said: "The wealth landscape is rapidly changing and Koda's ability to be agile, collaborative and ...

Advisers can fill aged care demand gap: Study

KARREN VERGARA  |  WEDNESDAY, 7 FEB 2018
... care needs throughout the retirement phase is also critical. "Successful dealer groups respond to the changing financial planning environment by delivering tailored support and services to meet the shifting needs of authorised representatives. Otherwise ...

Advisers decline further education: Spot poll

KARREN VERGARA  |  MONDAY, 5 FEB 2018
... Financial Adviser Standards and Ethics Authority (FASEA) state existing advisers that have yet to meet its and the Financial Planning Education Council's (FPEC) approved qualifications must either complete an AQF7 or bachelor degree qualification; or ...

Financial services pay top dollar for compliance, IT skills

KARREN VERGARA  |  FRIDAY, 2 FEB 2018
... top talent as the pace of growth increases, and at the same time offering attractive career opportunities. In financial planning and wealth management, a Certified Financial Planner (CFP) with more than five years' experience can earn between $130,000 ...