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Showing 1221 - 1230 of 4062 results for "Financial planning"

Aviva wholesale sales head departs

ALEX BURKE  |  FRIDAY, 12 JAN 2018
... for building out the firm's wholesale wealth management business. Prior to that, he was an adviser at Think Financial Planning and a national account manager at Perpetual. Speaking to Financial Standard, an Aviva spokesperson said Linder had left to ...

Former Perpetual manager moves to advice firm

EMMA RAPAPORT  |  WEDNESDAY, 10 JAN 2018
... business provides investment and strategy advice to clients, with a greater focus on wealth management than financial planning. Gamble said her decision to make the tree change from Sydney was both personal and professional, backed by the desire to work ...

Former Centra Wealth adviser banned

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
... misleading Centra and causing it to suffer a financial loss. More recently, Alafaci was licensed by Interprac Financial Planning and has also previously been an authorised representative of Charter Financial Planning. He is also a member of the Association ...

DomaCom enters retail super market with new partnership

ALEX BURKE  |  MONDAY, 8 JAN 2018
... create a smooth transition to integrate with adviser's business process. "IRESS' XPLAN is the most widely used financial planning software and this integration will expose DomaCom to many more planners affording us the opportunity to demonstrate the ...

Financial advice crucial to industry fund members: Cbus

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
... members have been paired with a Certified Financial Planner under an advice program run in conjunction with the Financial Planning Association. The industry superannuation fund is further encouraging its members to embrace financial planning in the New ...

Financial Standard's top stories of 2017

ALEX BURKE  |  FRIDAY, 22 DEC 2017
... to take over ANZ Wealth Management comprising RI Advice, Millennium3, Financial Services Partners and Elders Financial Planning dealer groups, made up of 717 aligned advisers and $19.5 billion in funds under advice. The acquisitions will position IOOF ...

DomaCom secures first integration

JAMIE WILLIAMSON  |  FRIDAY, 22 DEC 2017
... create a smooth transition to integrate with adviser's business process. "IRESS' XPLAN is the most widely used financial planning software and this integration will expose DomaCom to many more planners affording us the opportunity to demonstrate the ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... director of Financial Recruitment Group, Judith Beck, kicked off proceedings by announcing a new alliance with the Financial Planning Association of Australia to encourage the positive progression of women in financial planning. Challenger Technical ...

ASIC takes further action against MyPlanner

JAMIE WILLIAMSON  |  WEDNESDAY, 20 DEC 2017
... December 2012 to May 2013 he was licensed through Millennium3, and from June 2012 to December 2012 with Apogee Financial Planning. He is also a member of the Association of Financial Advisers.

Big 4, AMP fork out massive compensation bill

KARREN VERGARA  |  MONDAY, 18 DEC 2017
... will refund $105 million in fees plus interest to affected customers by June 2017. In 2014, CBA's Commonwealth Financial Planning (CFPL) identified and reported to ASIC that some of its customers might not have received an annual review in paying for ...