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Showing 1441 - 1450 of 4096 results for "Financial planning"

FPA expels and fines dishonest member

EMMA RAPAPORT  |  WEDNESDAY, 15 FEB 2017
The Financial Planning Association Conduct Review Commission Disciplinary Panel has expelled financial adviser Darren Tindall and issued a fine of $16,000. In a determination handed down on 10 February, the CRC decided to expel Tindall of PWM Advice ...

Landmark advice reforms pass Senate

EMMA RAPAPORT  |  FRIDAY, 10 FEB 2017
... its support of the Senate passing two significant reforms aimed at strengthening consumer confidence in the financial planning and life insurance sectors. Both pieces of legislation were passed unchallenged in the Senate during parliament yesterday. ...

Industry giant retires

EMMA RAPAPORT  |  THURSDAY, 9 FEB 2017
... Financial in 1980, an after-hours tax service firm which at its peak, represented around 500 accounting and financial planning firms. The Commonwealth Bank bought Count in 2011, paying $373 million, and kept Lambert on as chairman. That sale landed him ...

House passes professional standards bill

EMMA RAPAPORT  |  WEDNESDAY, 8 FEB 2017
Federal laws which will affect the future of the financial planning industry passed the House of Representatives last night. The Corporations Amendment (Professional Standards of Financial Advisers) Bill, which was first introduced into Parliament in ...

CBA to pay $23 million for poor advice

JAMIE WILLIAMSON  |  WEDNESDAY, 8 FEB 2017
... costly financial advice. Promontory Financial Group confirmed it has completed all assessments of Commonwealth Financial Planning and Financial Wisdom customers who requested an evaluation as part of CBA's Open Advice Review program; more than 8600 cases ...

Ignition Wealth appoints head of advice

ALEX BURKE  |  MONDAY, 6 FEB 2017
... change the way they do business today." Ignition Wealth chief executive Mark Fordree said: "XPLAN is the leading financial planning solution in the market and we are delighted to now offer our clients a range of XPLAN services to help them better leverage ...

TelstraSuper rolls out digital makeover

MICHELLE BALTAZAR  |  WEDNESDAY, 1 FEB 2017
... their super and investments critical. Reflecting this, TelstraSuper was one of the first super funds to offer financial planning services to their members. "But we have strong representation across the different age ranges and a fast growing retiree ...

Cahill resigns from Club Plus Super

EMMA RAPAPORT  |  TUESDAY, 31 JAN 2017
Long-serving Club Plus Superannuation chief executive and director of Club Plus Financial Planning Paul Cahill is resigning from the fund. Cahill was appointed the inaugural chief executive of Club Plus Super and has been chief executive of the NSW ...

NAB makes key advice appointments from AMP

ALEX BURKE  |  FRIDAY, 27 JAN 2017
Two senior hires will join NAB Financial Planning in April. NAB's advice business is welcoming Andrew Gregory as general manager, Victoria/Tasmania and Gary Wood as head of client experience and advice development. Both join NAB from AMP. Gregory was ...

Adviser appeals ASIC ban

EMMA RAPAPORT, JAMIE WILLIAMSON  |  WEDNESDAY, 25 JAN 2017
... authorised representative of Synchron, at the time of the incident questioned by the FPA he was licensed by Roan Financial Planning. The FPA stated it is still considering determinations to be made against Tindall, stating: "An announcement on the CRC's ...