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Showing 1211 - 1220 of 4096 results for "Financial planning"

Sequoia expands advice arm, boosts top line

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2018
... 39% to $3.9 million, while adviser numbers rose 15% on the prior corresponding period. The division comprises financial planning, wealth management and corporate advisory services. The company completed its acquisition of Melbourne-based financial planning ...

IMA provider signs white label deal

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
A leading provider of individually managed accounts is creating a bespoke solution for a Perth financial planning business. Lawrence Wealth has inked a deal with Implemented Portfolios to white label its individually managed account offering - the second ...

ASIC bans former NAB, Westpac adviser

KARREN VERGARA  |  TUESDAY, 27 FEB 2018
... director was also banned from the financial services industry. Separately, ASIC permanently banned former Charter Financial Planning adviser Brenton John Poynter for dishonestly charging clients more than $65,000 in fees. The investigation found he dishonestly ...

2018: The year of scaled advice

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
... and their families at all life stages. We have invested in our service model for this reason - opening more financial planning offices and broadening our digital and online support." UniSuper now has $10 billion in members' funds under advice. Recent ...

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 ...