Search Results | Showing 1311 - 1320 of 4096 results for "Financial planning" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 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 ... |
| | | | ... outside-super investment market; he argued this will lead to a growth in "whole of wealth" or family office-style financial planning. |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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