Search Results | Showing 111 - 120 of 3858 results for "financial planning" |
| | 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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. ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
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