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Showing 111 - 120 of 261 results for %22Charter Financial Planning%22

IFAs to benefit from budget

ALEX BURKE  |  TUESDAY, 12 MAY 2015
The 2015 budget's $5.5 billion jobs and small business package will benefit independent financial advice businesses, according to industry commentators. The package includes a 1.5% tax cut for all small business (incorporated or not), a 5% tax discount ...

CCMC chief executive appointed as lead ombudsman

DARREN SNYDER  |  TUESDAY, 12 MAY 2015
... trusted and valued contributor to code compliance," he said. The Code of Banking Practice is the banking industry's customer charter on best practice banking standards, disclosure and principles of conduct. It is contractually binding on subscribing ...

AMP practice to pay $10,200 penalty

LAURA MILLAN  |  THURSDAY, 12 MAR 2015
A financial planning practice licensed under AMP-owned Charter Financial Planning has been fined with $10,200 for misleading advertising. Victoria-based Australian Financial Planning Solutions (AFPS) has been hit with $10,200 in penalties after the ...

PROFILE: NAB head of wealth Andrew Hagger

LAURA MILLAN  |  THURSDAY, 12 MAR 2015
... in Nairobi, who was keen on Hagger joining the team in Kenya. For the full story, download the 8 March issue of the Financial Standard iPad appA here.

Nikko AM managing director resigns

LAURA MILLAN  |  MONDAY, 16 FEB 2015
... was responsible for leading the firm's business in Australia, bringing with him more than 30 years' experience in the financial sector across the Asia Pacific, Europe and the US. Prior to Nikko, he was a founding director of Causeway Asset Management ...

Managed accounts boost advice business valuations

ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
... operated by financial advice licensees, researchers and consultants such as Ibbotson, Morningstar, Charter Financial Planning, Lonsec, Fat Prophets, Three Sixty, Hill Ross and MultiPort. The report notes that the managed accounts market spans a spectrum ...

AFA announces record enrolments for new curriculum

ALEX BURKE  |  THURSDAY, 15 JAN 2015
The Association of Financial Advisers (AFA) has announced record numbers of advisers applying for its masters-level Fellow Chartered Financial Practitioner (FChFP) designation. According to AFA chief executive Brad Fox, the FChFP curriculum has been ...

ASIC stands up for adviser national exam

LAURA MILLAN  |  FRIDAY, 28 NOV 2014
... will help it do that," Medcraft said during an appearance before the Parliamentary Joint Committee on Corporations and Financial Services. Medcraft proposed to put in place a co-regulatory model where industry would set competence levels for advisers ...

Genesys advisers looking at all options following wind up

LAURA MILLAN, JAMES FERNYHOUGH  |  WEDNESDAY, 19 NOV 2014
... The practices were offered to transition into another AMP licensee such as AMP Financial Planning, Charter Financial Planning, Hillross or ipac. "All options are on the table," one Genesys adviser who asked to remain anonymous told Financial Standard. ...

AMP to wind up Genesys licence

LAURA MILLAN  |  TUESDAY, 18 NOV 2014
... advice network has around 3,800 financial advisers in Australia and includes of AMP Financial Planning, Charter Financial Planning, Hillross, Horizons, ipac and SMSF advice.