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| | | ... about a year and was previously general manager of MLC Advice for over two years. He is also a former head of financial planning for AMP Financial Planning and Hillross. At UniSuper, he is responsible for education and guidance, and all kinds of financial ... |
| | | | Initial advice fees charged by financial advisers on a per advice document basis increased 16% in FY22 to $3315 from $2859 the previous year. According to the Padua Advice Fee Data Report, FY 2022 ongoing advice fees charged by advisers on a per advice ... |
| | | | The wealth management group has launched CFS Elevate, a people and culture platform that aims to provide support for advice professionals across Australia. Designed in collaboration with financial advisers, CFS Elevate offers free training, networking ... |
| | | | According to research commissioned by the Financial Services Council (FSC), the introduction of a scalable advice model for life insurance would see more than a million Australians have the life insurance cover they need. Research by NMG Consulting ... |
| | | | ... like an account-based pension and the Age Pension. "The different options allow advisers and their customers to begin planning for retirement earlier, draw higher rates of retirement income and take advantage of superior tax and Centrelink strategies," ... |
| | | | Koda Capital (Koda) is expanding into the Perth market through a merger with Redwood Wealth Alliance. In bringing the two businesses together, Redwood will become part of the broader Koda professional partnership. Some Redwood staff will hold equity ... |
| | | | ... towards our goal of providing high-performing, ethical financial products to Australian Muslims, he added. "Hejaz is also planning to launch a third ETF before the end of the year, providing retail investors with greater access to the Hejaz Income Fund ... |
| | | | ... Advisers until its AFSL was cancelled in July 2018. Then, more than a year later, he became licensed by Interprac Financial Planning before ceasing in May 2020. The regulator said it found his conduct "demonstrated that he was not a fit and proper person ... |
| | | | ... Coca Cola Amatil as the director of growth and collaboration, leading strategy, innovation, and integrated commercial planning. Hermanson currently serves on the board of directors at Australian Farm Institute and AgSafe Australia. Commenting on Hermanson's ... |
| | | | ... newly created role. Previously, Wood has held general manager, practice manager positions at several boutique financial planning businesses including Fruition Wealth and Bright Wealth. She will report to AZ NGA chief operating officer Graham McGeagh ... |
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