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Showing 1531 - 1540 of 4096 results for "Financial planning"

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 ...

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 ...

SMSF investors not all in property

DARREN SNYDER  |  WEDNESDAY, 14 SEP 2016
... be regulated and licensed in the same way as many other professionals. PIPA chair Ben Kingsley said unlike financial planning and mortgage broking, the provision of property investment advice still remains unregulated. "PIPA is committed to raising the ...

Experts give insights at 2016 Managed Accounts Forum

JAMIE WILLIAMSON  |  SUNDAY, 11 SEP 2016
... executive director, research and compliance Alex Dunnin. From there, Beulah Capital's Christian Ryan, Securinvest Financial Planning's Craig Thwaites and Lukasz de Pourtaix from Lonsec joined netwealth's Matt Heine to discuss how managed accounts are ...

Advisers and aged care homes should forge relationships: BUPA

MARK SMITH  |  FRIDAY, 9 SEP 2016
... been through the process is invaluable," she said. The Technical Services Forum, which is accredited by the Financial Planning Association, has been running for six years under the direction of the Financial Standard technical services team. The forum's ...

Advisers need to control the finance food chain

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2016
... industry to go sans licensee, to establish a business with CRM at its core which is integrated with their chosen financial planning software provider and finally, to focus on client engagement. "People that seek advice don't understand the industry ...

Enrolments point to adviser growth

KERRIE SYDEE  |  WEDNESDAY, 7 SEP 2016
... also suggests students are embracing higher education, with more than 1000 students enrolled in the Master of Financial Planning, a 42% increase compared to August 2015. Of the students enrolled in Kaplan Professional financial services courses, 70% ...

What to consider before opting for managed accounts

JAMIE WILLIAMSON  |  WEDNESDAY, 7 SEP 2016
... netwealth managing director Matt Heine and featuring Beulah Capital's Christian Ryan, director of Securinvest Financial Planning Craig Thwaites and Lonsec Investment Solutions chief investment officer Lukasz de Pourbaix, were asked to share their top ...

Elders gains QLD practice

KERRIE SYDEE  |  TUESDAY, 6 SEP 2016
Elders Financial Planning has added its seventh practice to the Elders network. Toowoomba based Total Wealth Group has joined the Elders dealer group, the seventh practice Elders has added over the last five months as the group pushes for growth in ...