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Showing 1221 - 1230 of 4097 results for "financial planning"

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 ...

Commonwealth Bank recruits Suncorp executive

JAMIE WILLIAMSON  |  FRIDAY, 16 FEB 2018
... appointed Maria Greensill as its head of private wealth. She joined Clime IM from Suncorp where she was manager, financial planning operations.

NAB appoints new regional advice GM

ALEX BURKE  |  WEDNESDAY, 14 FEB 2018
NAB Financial Planning appointed a new general manager for South Australia, Western Australia and the Northern Territory. Adrian De Silva joined NAB in January from Beyond Bank Australia, where he was national manager wealth management and national ...

Intergenerational wealth transfer at tipping point: Adviser

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... interpersonal issues." Zervides added it's now becoming more common for advisers to facilitate clients' non-financial planning needs such as legal and accounting advice in all meetings - an alliance of advice practitioners that "continue service provision ...

FPEC chair steps down

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
The Financial Planning Education Council (FPEC) chair has stepped down from his post. Mark Brimble was appointed to the role in November 2013 and currently serves as a board director of the Financial Adviser Standards and Ethics Authority (FASEA). Sharon ...

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."