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Showing 1241 - 1250 of 4062 results for "Financial planning"

NAB advice GM departs in wealth restructure

ALEX BURKE  |  THURSDAY, 30 NOV 2017
... that, he was general manager of MLC Direct and MLC Advice Solutions. He has also served as a director of Apogee Financial Planning, Meritum Financial Planning, Godfrey Pembroke and JBWere. Commenting on Miller's departure, NAB chief customer officer ...

Westpac extends domestic violence support services for staff

JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2017
Westpac Group staff impacted by domestic and family violence will be provided with free financial planning following the introduction of a business-wide pledge to make all employees feel safe and supported at work. Employees impacted by domestic and ...

Advisers call for exam, standards clarity

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
... needed clarity around the new education standards, the code of ethics and what the formidable exam entails. The Financial Planning Association's head of policy and government relations, Ben Marshan, said several areas of the industry reforms are still ...

Former Moneywise duo launch advice firm

JAMIE WILLIAMSON  |  TUESDAY, 28 NOV 2017
... and a mission statement to make advice easier to understand for those who need it. Licensed through Charter Financial Planning, former Moneywise general manager Paul Mann and former Australian advice leader Catherine Navarro have founded True Direction ...

As one door opens, another closes at FEW

JAMIE WILLIAMSON  |  TUESDAY, 28 NOV 2017
... including AMP, PwC, Macquarie, MLC, Colonial First State, NAB, Commonwealth Private and, most recently, the Financial Planning Association of Australia. "We're very focused on the fact that we want positive progression, meaning we're not caught up in ...

Philanthropy at the heart of planning profession

DARREN SNYDER  |  MONDAY, 27 NOV 2017
Nineteen Financial Planning Association members from across Australia completed a grueling seven-day, 726-kilometre fundraising ride in Hobart last week in the lead up to the 2017 FPA Professionals Congress and to help those in need. This year ten FPA ...

Building successful aged care advice businesses

DARREN SNYDER  |  MONDAY, 27 NOV 2017
... one-size-fits-all approach for fees covering aged care advice do so at their own peril, an industry expert warns. Strategic Financial Planning adviser Jacqui Hayes, a dedicated aged care specialist, said advisory and planning firms would do well to treat ...

Lapse rates review anxiety unfounded: ASIC

KARREN VERGARA  |  MONDAY, 27 NOV 2017
... senior official said. ASIC senior executive leader of the financial advisers team, Joanna Bird, told last week's Financial Planning Association (FPA) Professionals Congress there is "quite a bit of misunderstanding" around the quality of life insurance ...

Advisers require entrepreneurial hat

KARREN VERGARA  |  MONDAY, 27 NOV 2017
... astute entrepreneurs. Story Wealth Management chief executive Anne Graham urged practice owners at the 2017 Financial Planning Association Professionals Congress to take a close look at how they identify themselves - as a financial planner or a business ...

Linear buy sees Managed Accounts expand board

JAMIE WILLIAMSON  |  FRIDAY, 24 NOV 2017
... Linear. Linear co-founder Colin Peterson has joined the board, adding more than 30 years' experience including in financial planning and funds management before establishing Linear in 2006. Linear board director Stephen Reed has also been appointed. ...