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

Search Results

Showing 111 - 120 of 3858 results for "Financial planning"

TelstraSuper names financial advice lead

CHLOE WALKER  |  FRIDAY, 24 FEB 2023
Melinda Huggins is the new executive general manager of TelstraSuper's financial planning arm. Huggins brings over 30 years of experience in leadership, change management and financial services, with previous senior roles at Perpetual, Macquarie Bank ...

Fintech joins forces with advice students

KARREN VERGARA  |  TUESDAY, 21 FEB 2023
... advice students in a bid to offer practical experience before they graduate. Students studying the Master of Financial Planning at UTS are being provided with hands-on work experience with Asendium's financial planning software. Twenty-three students ...

Victim access to super should be extended: Associations

JAMIE WILLIAMSON  |  TUESDAY, 21 FEB 2023
... say. In a joint submission to Treasury, Chartered Accountants Australia and New Zealand, CPA Australia, the Financial Planning Association of Australia, the Institute of Public Accountants and the SMSF Association have said they support the policy proposal ...

Super, advice class actions dampen CBA results

KARREN VERGARA  |  WEDNESDAY, 15 FEB 2023
... advice remediation for former authorised representatives from Financial Wisdom, Count Financial and Commonwealth Financial Planning of $198 million, which included charging clients fees for no service provided. The group made a record $5.2 billion in ...

Fiducian expands adviser base, increases FUA

KARREN VERGARA  |  MONDAY, 13 FEB 2023
... advice went up by 3% to $11.9 billion. In early 2022, Fiducian acquired People's Choice Credit Union's financial planning business (PCCU), whereby 3500 clients transitioned, stating that the process "took longer than anticipated while we completed ...

Put controls in place for super funds: Associations

CASSANDRA BALDINI  |  THURSDAY, 9 FEB 2023
... members to be able to get good personal advice from their fund," she said. Speaking to Financial Standard, Financial Planning Association of Australia (FPA) chief executive Sarah Abood highlighted the main concern raised by members since the release ...

Treasury releases Quality of Advice Review final report

CASSANDRA BALDINI, JAMIE WILLIAMSON  |  WEDNESDAY, 8 FEB 2023
... advice now to do so in a way that better suits their needs," Levy wrote. Responding to the report's release, Financial Planning Association of Australia chief executive Sarah Abood said it is imperative the government act on the recommendations quickly. ...

AFA, FPA propose merged entity name

KARREN VERGARA  |  TUESDAY, 7 FEB 2023
... financial advice associations have flagged the new name of the proposed entity should their merger go ahead. The Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) will be known as the Financial Advice Association ...

Former association leads push for merger

JAMIE WILLIAMSON  |  FRIDAY, 3 FEB 2023
... respective members, former chief executives, chairs and presidents of the Association of Financial Advisers and the Financial Planning Association of Australia have unanimously recommended the merger go ahead. In the coming days, members of the associations ...

Associations call for improved access to financial advice

ANDREW MCKEAN  |  FRIDAY, 3 FEB 2023
... The letter to Jones was signed by Association of Financial Advisers chief executive Phil Anderson, Boutique Financial Planning Principals Association president David Murdoch, Chartered Accountants Australia and New Zealand group executive Simon Grant ...