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Showing 1491 - 1500 of 4063 results for "Financial planning"

AFA Rising Star finalists announced

KERRIE SYDEE  |  TUESDAY, 27 SEP 2016
... great advice to their clients." The 2016 AFA Rising Star of the Year Award finalists are: Peter Hodgson - ANZ Financial Planning Cathryn Gross - The Wealth Network Brent Story - AMP Financial Planning Maritza Kriel - Synchron Gregory Adam Bloom - Yellow ...

PM Capital hires two from BTIM

MARK SMITH  |  THURSDAY, 22 SEP 2016
... joins from BT Investment Management where he was head of wholesale sales, responsible for sales of funds across financial planning dealer groups and professional service firms. Cameron has over 20 years' experience in financial services across banking ...

Life insurance code needs clarity: FPA

KERRIE SYDEE  |  THURSDAY, 22 SEP 2016
The Financial Planning Association (FPA) has called for greater clarity around the overarching purpose of the Financial Services Council's (FSC) Life Insurance Code. In its latest submission to the FSC the FPA noted that while the current draft has ...

Suncorp appoints new wealth CEO

ALEX BURKE  |  THURSDAY, 22 SEP 2016
... executive general manager advice solutions. Prior to Suncorp, he was state manager for New South Wales at ANZ Financial Planning, having held numerous other roles at ANZ before that. Suncorp chief executive Michael Cameron said Carter "has played a pivotal ...

CFS sets focus on financial literacy with Wealth IQ

KERRIE SYDEE  |  MONDAY, 19 SEP 2016
... increasing the financial literacy of their clients. Wealth IQ was designed to help advisers explain complex financial planning and investment concepts to their clients, allowing advisers to build trust and add value to their clients. "The tool is in ...

Advisers welcome super changes but need stability

KERRIE SYDEE  |  FRIDAY, 16 SEP 2016
The financial planning industry and financial advisers have largely welcomed the federal government's decision to drop the $500,000 non-concessional cap but argue changes to the system need to stop. Announced yesterday, Treasurer Scott Morrison said ...

Pilot, surgeon and soccer coach join FPA line up

KERRIE SYDEE  |  FRIDAY, 16 SEP 2016
The Financial Planning Association has announced the full line up of speakers ahead of the 2016 FPA Professionals Congress in Perth later this year. FPA chief executive Dante De Gori said this year's group of speakers was the strongest one yet for the ...

Brown to leave after AFA board re-election

JAMIE WILLIAMSON  |  FRIDAY, 16 SEP 2016
... director. An election for Tasmania was not required as current state director, and director of Scanlon Richardson Financial Planning, Matthew Hawkins still has one year to serve of the required two-year period. The new board will assume office at the ...

Elders appoints joint state manager

KERRIE SYDEE  |  WEDNESDAY, 14 SEP 2016
Elders Financial Planning has appointed a new practice manager for South Australia and Western Australia. Allan Ward will commence the role with Elders on 19 September and will be based in Adelaide, bringing with him extensive experience in financial ...

ASIC hands down more permanent bans

JAMIE WILLIAMSON  |  WEDNESDAY, 14 SEP 2016
... "not of good fame and character." Rommel Panganiban of New South Wales, an authorized representative of AMP Financial Planning between 2010 and 2014, was banned after ASIC surveillance found that he "failed to act in his clients' best interests or have ...