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Showing 1481 - 1490 of 4097 results for "Financial planning"

NAB FP cuts junior advisers

KERRIE SYDEE  |  TUESDAY, 22 NOV 2016
NAB Financial Planning has announced it will be cutting 55 entry level adviser roles as it looks to "deliver better customer outcomes" and "position the business for future growth". NAB Financial Planning (NAB FP) revealed it will "realign its business" ...

Key board appointment for Sequoia

JAMIE WILLIAMSON  |  MONDAY, 21 NOV 2016
... non-executive director. Sequoia has appointed Garry Crole, managing director of independently owned AFSL, Interprac Financial Planning. Crole will also join Sequoia's governance committee, risk & compliance committee, remuneration committee and audit ...

ASIC bans former AMP adviser

KERRIE SYDEE  |  MONDAY, 21 NOV 2016
A former authorised representative of AMP Financial Planning has received an eight year ban after engaging in misleading conduct. James McCarthy of South Australia has been banned from providing financial services until 14 November 2024. He is the sole ...

SelectingSuper announces super fund of the year

DARREN SNYDER  |  THURSDAY, 17 NOV 2016
... addition their insurance cost is very competitive at default level as are their fees and extra services such as financial planning and member engagement." UniSuper also collected the Retirement Select Choice Product of the Year. Other winners included ...

Japanese bank Nomura ups ante in robo-advice

MICHELLE BALTAZAR  |  THURSDAY, 17 NOV 2016
... reality of a low-yield environment in the years to come. The blurring of lines between traditional stockbroking, financial planning, banking and superannuation investing is set to continue as robo-advice becomes mainstream. According to Cerulli Associates ...

Adviser Ratings secures referral partnership

KERRIE SYDEE  |  TUESDAY, 15 NOV 2016
... their finances. It can become stressful at times which is why it's critical for small businesses to think about financial planning from day one, if they want to succeed in the long term and keep their staff happy." The referral scheme is set to be implemented ...

HLB Mann Judd expands in WA

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
HLB Mann Judd has partnered with a Perth based financial planning business and formed a new wealth management service in Western Australia. Partnering with Sovereign Plus, the new wealth business will operate under the HLB Mann Judd Wealth Management ...

Bridges appoints new CEO

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
... experience in the financial services industry, having worked as a financial planner before moving into various financial planning management positions. For the past three years Stanton has led the Western Pacific Financial Advisors dealer group that ...

Infocus celebrates success

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
... from GTC Financial Services took out the category for Infocus. Patron's Herbet Tomaschett of Equity Resource Financial Planning and Infocus' Gavin Rogers of Infocus Mackay were awarded the Excellence in Professional Standards (more than two years with ...

FPA reveals awards shortlist

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
The Financial Planning Association has announced the shortlist for all six categories of the 2016 FPA Awards ahead of the FPA Professionals Congress in Perth. The awards are designed to celebrate individuals and businesses who demonstrate commitment ...