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| | | ... and superannuation), third-party platform (including third-party clearing and share trading for institutions, financial planners, private clients), and Bell Porter Capital (margin lending, cash accounts, structured loan products). Its first half revenue ... |
| | | | ... Dinham said as the retiree client group grows it is essential advisers are equipped with the right tools. "Financial planners are at the frontline of helping people make the most of their assets and achieve their best possible retirement," he said. "However ... |
| | | | ... notice and anniversary date operation," he said. "These changes demonstrate positive outcomes achieved for financial planners by the FPA so they can concentrate on assisting clients rather than managing administrative paperwork." |
| | | | ... disciplinary body". "This body should have primary responsibility for government oversight of the conduct of financial planners, setting mandatory professional standards, investigating potential breaches of mandatory standards and law, and applying discipline," ... |
| | | | ... he was head of advice for Victoria and South Australia for five years. "He takes over a team of experienced financial planners dedicated to servicing the group's large network of accounting firms with whom it partners to create an integrated wealth ... |
| | | | ... confidence shone through his presentation to the FPA Awards judges. He's an incredible role model for young financial planners," FPA chief executive Dante De Gori said. His firm is also the winner of FPA Professional Practice of the Year Award. "The ... |
| | | | ... specialist area of financial planning and requires specific skills and a commitment to ongoing training. "Not all financial planners will become aged care advice specialists, but all financial planners must be aware what aged care is and the role that ... |
| | | | ... announced the winner of its prestigious biannual Gwen Fletcher Memorial Award. Jacob McCudden from Back to Back Financial Planners, an advice business based in the regional town of Young in New South Wales, took home the gong for semester two 2020. The ... |
| | | | ... "The single disciplinary body should have primary responsibility for government oversight of the conduct of financial planners, setting mandatory professional standards, investigating potential breaches of mandatory standards and law, and applying discipline," ... |
| | | | ... actually implement the advice drastically increases," he said. Instead, Six Park said it works in partnership with financial planners rather trying to disrupt the industry, reiterating that digital and holistic advice are complementary offerings. "Integrating ... |
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