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Showing 1271 - 1280 of 4062 results for "Financial planning"

Centrepoint names interim chief executive

ALEX BURKE  |  FRIDAY, 3 NOV 2017
... more client-centric way of delivering advice. As a result, Centrepoint is now a trusted partner to around 500 financial planning firms," Fisher said.

FPA supports disadvantaged youths

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2017
The Financial Planning Association of Australia's philanthropic arm has awarded $133,000 in support of young disadvantaged Australians. This year alone, the Future2 Foundation has funded projects in financial literacy, skills training, work experience ...

AMP rolling out enhanced goals-based advice business

DARREN SNYDER  |  WEDNESDAY, 1 NOV 2017
... University as the winner of its annual University Challenge. Now in its seventh year, the challenge is a national financial planning competition for tertiary students that aims to identify promising new talent and promote high standards of education ...

Synchron hires new state manager from AMP

ALEX BURKE  |  TUESDAY, 31 OCT 2017
... for South Australia and the Northern Territory. Chris Regenass joins Synchron from AMP, where he was head of financial planning for the same region. He has held multiple positions at AMP and related entities, including as a state manager and practice ...

BEAR has 'teeth': Treasurer

KARREN VERGARA  |  MONDAY, 30 OCT 2017
... resolution to stressed companies, particularly if it's part of a large and complex group, he said. For the financial planning industry, Morrison said he is putting an end to the current system that allows some advisers to become qualified in providing ...

Forgery sees former NAB adviser sentenced

JAMIE WILLIAMSON  |  FRIDAY, 27 OCT 2017
... fined $1000 and forced to pay $223.30 in costs by the Melbourne Magistrates' Court for forging and submitting financial planning documents for his own personal gain. It was alleged that between 27 December 2012 and 1 March 2013 while working as an authorised ...

FASEA announces first focus

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
... courses, 12 of which will be core covering fields including ethics; professional attitudes and behaviours; the financial planning and advice process; and technical requirements. For people entering the advice industry from other industries, FASEA has ...

Trustee Partners recruits ahead of opening NZ office

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
... client relationship manager. Griffith was most recently partner and chair of the investment committee at a financial planning practice, and is a former company secretary of Count Financial. Meanwhile, Hartnett joins from NAB's Anatares Equities business ...

First State Super appoints head of investment strategy

ALEX BURKE  |  WEDNESDAY, 25 OCT 2017
... strategy. Michael Winchester was previously acting chief investment officer at StatePlus, First State Super's financial planning arm, prior to both businesses finalising integration in July. At that time, Winchester assumed acting responsibility for ...

FPA reveals annual award finalists

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
The Financial Planning Association of Australia received a record number of entries for the 2017 FPA Awards ahead of its Professionals Congress in Hobart next month. Announcing the award finalists, FPA chief executive Dante De Gori said he was impressed ...