Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1251 - 1260 of 4097 results for "financial planning"

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.

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 ...