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Showing 1211 - 1220 of 4062 results for "Financial planning"

Clime IM appoints private wealth head from Suncorp

ALEX BURKE  |  TUESDAY, 23 JAN 2018
... flagged the development of interstate offices in an investor update. Maria Greensill was previously manager, financial planning operations at Suncorp. Before that, she was a strategic partner and financial adviser at RI Advice; Queensland and Northern ...

Lack of advice costing women in retirement

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
... career break." There are a number of structural issues contributing to the gender super imbalance but a lack of financial planning is potentially the biggest factor, which can be ameliorated with some careful considerations and actions, she added. "The ...

ASIC puts corner-cutting advisers on notice

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
... standards expected by ASIC, the regulator said. In June 2017, the Finance Sector Union of Australia called out NAB Financial Planning for 'systemic and cultural issues' after it was revealed that a compliance review conducted in 2016 found one of its ...

Former advice dealer group chief executive surfaces

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2018
... allow them to make informed decisions as to complex M&A transactions. "With our main areas of expertise in financial planning, accounting and funds management, we are well placed to seize on the significant opportunities that an expansion into the Melbourne ...

ANZ Wealth tests AI-driven underwriting

KARREN VERGARA  |  THURSDAY, 18 JAN 2018
... retain its New Zealand business along with its lenders mortgage insurance, general insurance distribution and financial planning arms. The sale followed ANZ divesting OnePath's pension and investments units and four aligned dealer groups to IOOF for ...

ASIC bans ex-CBA adviser for five years

KARREN VERGARA  |  THURSDAY, 18 JAN 2018
ASIC banned a former Commonwealth Financial Planning adviser from providing financial services for five years. ASIC found Kimberley Holgate advised clients to rollover their existing superannuation account to a new product issued by CBA's subsidiary ...

ASIC cancels AFSL, accepts EU

DARREN SNYDER  |  TUESDAY, 16 JAN 2018
ASIC has accepted an enforceable undertaking from a Queensland financial planning business and cancelled its AFSL. The EU also means Breakaway Finance Group's sole director Mark Roberts will remove himself from the industry for at least two years. Following ...

School holidays require prudent financial planning: Survey

KARREN VERGARA  |  MONDAY, 15 JAN 2018
Parents forked out $1.1 billion over the summer school holidays, leaving many without a budget financially stressed, a new survey shows. Research from the Commonwealth Bank found children tend to ask parents for money eight times more compared to regular ...

The next generation of adviser and client

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
... attaining the CFP designation. Additionally, women currently only account for 36% of students enrolling to study financial planning. Crucial stumbling blocks identified by the study include the tendency for women to remain in support roles longer than ...

Adviser banned over theft from deceased estate

JAMIE WILLIAMSON  |  FRIDAY, 12 JAN 2018
... ASIC labelling his conduct dishonest. Smith is listed on ASIC's Financial Advisers Register as a member of the Financial Planning Association of Australia, having attained his Certified Financial Planner qualification in 1996.