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Showing 1391 - 1400 of 4062 results for "Financial planning"

Advice dealer group expands network

KARREN VERGARA  |  MONDAY, 3 APR 2017
... strategy with the addition of a Melbourne-based practice to its national network. Joining under the Elders Financial Planning banner is Saltbush Financial Services. It is headed by financial planner Laurence Bonnici and becomes the third practice to ...

AMP reshapes advice businesses, appoints MD

ALEX BURKE  |  FRIDAY, 31 MAR 2017
... team following the decision to bring multiple advice businesses under one roof. Following the restructure, AMP Financial Planning, AMP Advice, AMP Horizons and AMP Direct will be integrated under a new managing director, Michael Paff. Furthermore, AMP ...

Advisers to consult on ASIC's behalf

JAMIE WILLIAMSON  |  WEDNESDAY, 29 MAR 2017
... diversity of backgrounds, industry and customer experiences." Likewise, chief executive Dante De Gori said the Financial Planning Association of Australia is pleased with the establishment of the committee. "It presents an opportunity for financial planners ...

FPA pushes tax deductible incentives

KARREN VERGARA  |  TUESDAY, 28 MAR 2017
The Financial Planning Association of Australia is advocating for tax deductions of management fees and costs associated with the initial preparation of a financial plan. In its pre-budget submission to the Federal Government, the FPA says ongoing management ...

Franklin Templeton launches adviser education tool

KARREN VERGARA  |  MONDAY, 27 MAR 2017
... Franklin Templeton Academy provides an interactive learning curriculum for financial advisers aiming to enhance financial planning knowledge and skills. Financial advisers can earn CPD points and the training program is FPA certified, northern region ...

Azimut partners with Colonial, launches funds

KARREN VERGARA  |  THURSDAY, 23 MAR 2017
... investors with actively managed, cost effective, well diversified portfolios," he said. Already, a number of financial planning businesses, who were using Colonial First State platforms, have adopted these funds in their businesses, Davies said. AZ Sestante's ...

ASIC permanently bans Queensland adviser

KARREN VERGARA  |  THURSDAY, 23 MAR 2017
... dishonesty. Daniel Peter Logan, formerly of Brisbane, failed to comply with financial services law while he worked at financial planning and services firm Anne Street Partners between October 2012 and 2015, ASIC's investigation found. Logan created false ...

Gen Y prefers liquid investments: KPMG

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAR 2017
... respondents highlighting cash flow management as being important to them. The report shows that 55% would value free financial planning if it had a focus on spending, down 10% on the prior corresponding period. "The majority would prefer advice/coaching ...

NAB pushes planning career path

JAMIE WILLIAMSON  |  MONDAY, 13 MAR 2017
NAB Financial Planning will support the future of Australia's financial planning industry through a new university scholarship program and a commitment to academic research funding. Four Australian universities will participate in the NAB Future Planners ...

False ASIC licensing claims lead to closure

JAMIE WILLIAMSON  |  WEDNESDAY, 8 MAR 2017
... closed his website following an investigation by ASIC. Stephen Burgin, an authorised representative of Interprac Financial Planning, falsely claimed to be a 'senior ASIC licenced adviser' and an 'ASIC licenced fractional property consultant' to market ...