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Showing 1551 - 1560 of 4096 results for "Financial planning"

TAL upgrades Risk Academy

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
... 'on demand' sessions that can be accessed at any time, choice of Association of Financial Advisers (AFA) and Financial Planning Association (FPA) and now offers accreditation with the Tax Practitioners Board (TPB)CPD accreditation plus extended sessions ...

Majority of Australians without financial plan

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
... they won't have enough money to retire compared to 40% of baby boomers, according to new research from the Financial Planning Association of Australia (FPA). The 'Dare to Dream' research conducted ahead of the 16th annual financial planning week revealed ...

Scholarship launched to support female planners

KERRIE SYDEE  |  WEDNESDAY, 17 AUG 2016
Griffith Business School and SunSuper have partnered to introduce a scholarship to assist women in the financial planning industry. Scholarship recipients will receive $5,000 to put towards their studies and will also be offered either work experience ...

VicSuper hires distribution executive manager

KERRIE SYDEE  |  TUESDAY, 16 AUG 2016
... IOOF. In the role Parisotto will be responsible for driving growth and retention through delivering quality financial planning and workplace education services to members, boosting new employer growth and working with the broader business to develop ...

PSK completes acquisition of Sydney firm

KERRIE SYDEE  |  TUESDAY, 16 AUG 2016
PSK Financial Services has acquired a Chatswood-based financial planning firm, bringing the group's total funds under advice to $2 billion. Founded more than 20 years' ago, Legan Financial Services is currently responsible for $420 million of funds ...

Fiducian reports 22% profit boost

JAMIE WILLIAMSON  |  TUESDAY, 16 AUG 2016
... to $26 million from the last period. "The Board expects management focus will realise the full potential of financial planning, platform administration, investment management, information technology and business/accounting services," Fiducian managing ...

Pension changes will impact retirement adequacy

KERRIE SYDEE  |  FRIDAY, 12 AUG 2016
... important for trying to plan for meeting your cash flow needs and understanding how that impacts your longer term financial planning." The WTW report concludes that while some reforms to the pension system are essential, a high number of Australians ...

AFA calls on members to reject constitution change

KERRIE SYDEE  |  WEDNESDAY, 10 AUG 2016
... only serve to boost insurer profits at the expense of consumers and advisers, arguing that both the AFA and Financial Planning Association of Australia (FPA) are not supporting advisers through the LIF reforms. AFA president Deborah Kent said the proposed ...

Bentleys NSW takes the leap into financial planning

KERRIE SYDEE  |  MONDAY, 8 AUG 2016
Mid-tier accounting, taxation and audit firm, Bentleys NSW, has launched a new financial advisory division, Bentleys Wealth Advisors. Led by newly appointed managing director of Bentleys Wealth Advisors, Matthew Cassidy, the division is focused on offering ...

AZ NGA appoints Genesys vet as advice GM

ALEX BURKE  |  MONDAY, 8 AUG 2016
AZ Next Generation Advisory has appointed a new general manager, financial planning. Adrian Ashton joins AZ NGA from Financial Keys, where he worked as a financial adviser. Prior to that, he was director of the licensee advice, mergers and acquisitions ...