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Showing 1311 - 1320 of 4096 results for "Financial planning"

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 ...

Midwinter partners with business management platform

ALEX BURKE  |  THURSDAY, 19 OCT 2017
... advice-specific CRM, preventing duplicate data entries and reducing the risk of errors. "We continue to be the financial planning software provider with the broadest choice of API partners in the market, giving our clients genuine choice. By integrating ...

Elders boosts Victorian presence

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2017
Elders Financial Planning is continuing its spree of on-boarding advice practices, adding its 20th business in less than two years just as it looks set to join IOOF. Following the news that IOOF will acquire ANZ Wealth's aligned advice dealer groups ...

Class chief flags AMP departure

ALEX BURKE  |  TUESDAY, 17 OCT 2017
... outside-super investment market; he argued this will lead to a growth in "whole of wealth" or family office-style financial planning.

ANZ splits OnePath businesses, revamps life insurance team

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
... to take over ANZ Wealth Management comprising RI Advice, Millennium3, Financial Services Partners and Elders Financial Planning dealer groups, made up of 717 aligned advisers and $19.5 billion in funds under advice. IOOF said the acquisitions will position ...

Adviser tops the class for education excellence

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... Association of Financial Advisers' National Adviser Conference on the Gold Coast. Ward, who completed his Masters of Financial Planning 18 months ago, said there was two main reasons why he has put his degree to its best use. "As a young father it's ...

2017 AFA Rising Star crowned

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
... leader for other young advisers. Also nominated for the Rising Star Award were Karlee Hoog Antink of Elders Financial Planning; Andrew de Bono of Announcer Group; Rising Tide's Sam Jewell, EUROZ Securities' Lauren Walker and Keats Brydon of Finn Financial ...