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Showing 1511 - 1520 of 4096 results for "Financial planning"

Dunsford explains backpedal at EGM

JAMIE WILLIAMSON  |  TUESDAY, 11 OCT 2016
... Financial Advisers' (AFA) Constitution at the recent extraordinary general meeting (EGM). The director of Dunsford Financial Planning and leader of the Life Insurance Customer Group (LICG) attempted to withdraw the motion at the eleventh hour in a meeting ...

ASIC permanently bans dishonest adviser

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
... contained false statements in relation to his qualifications. The guides wrongly stated that he held a Diploma of Financial Planning and had completed certain courses related to the diploma. ASIC's investigation found that in December 2014, Williams ...

Findex hit with penalties

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
... Financial Index Wealth Accountants Pty Ltd, was one of Australia's leading independent providers of retail financial planning, accounting and wealth management services; and "the Findex group was 'Australia's largest independent financial advice company'." ...

Godfrey Pembroke celebrates excellence in advice

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
... revealed the winner of its Adviser of the Year and Premier Practice Awards at its biennial conference. Principal financial planning specialist at Lighthouse Capital, Julia Schortinghuis, was awarded Adviser of the Year. She received the award in recognition ...

Popularity of annuity bonds set to soar

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
... are increasingly considering as pensioners' life expectancy rises. To plan for the long term requires expert financial planning and the inclusion of long term solutions including indexed annuity bonds, which can offer higher-than-expected payout levels." ...

NGS inks deal with advice firm

JAMIE WILLIAMSON  |  FRIDAY, 7 OCT 2016
... cater for a rise in the number of members seeking advice through various channels. Guideway will provide NGS Financial Planning with a tailored advice solution using responsive financial planning solutions and will enable the fund to deliver services ...

Top tips to kill your advice business

KERRIE SYDEE  |  FRIDAY, 7 OCT 2016
... session at the 2016 AFA National Advisers Conference, Kearney took delegates through his top tips to murder their financial planning businesses. His first tip focused on strategy and steering clear of the frontier. "The murder strategy here would be ...

Erin Truscott named AFA Rising Star

MARK SMITH  |  THURSDAY, 6 OCT 2016
... and to their community. Truscott fended off strong competition from fellow finalists Peter Hodgson from ANZ Financial Planning; Cathryn Gross from The Wealth Network; AMP Financial Planning's Brent Story; Synchron's Maritza Kriel; and Gregory Adam Bloom ...

More poor customer outcomes expected: Narev

JAMIE WILLIAMSON  |  WEDNESDAY, 5 OCT 2016
... been updated a number of times over the last 70 years. Further issues are expected to arise from the bank's financial planning arm after Narev admitted that internal assessments have revealed that more than 10% of advice customers had received inappropriate ...

Praemium appoints head of distribution

ALEX BURKE  |  THURSDAY, 29 SEP 2016
... that, he was a managing partner at 3rdphase and has held senior roles at Endowment Bond Exchange, Capstone Financial Planning, Skandia and netwealth. Praemium also appointed a business development manager, Kylie Paton, who joins the firm from a distribution ...