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Showing 1571 - 1580 of 4064 results for "Financial planning"

CBA announces new Board of Advice Companies director

KERRIE SYDEE  |  FRIDAY, 6 MAY 2016
... Commonwealth Bank has announced a new non-executive director to the Board of Advice Companies - Commonwealth Financial Planning, BW Financial Advice, Financial Wisdom and Count Financial. Robert Bransby, who commenced the role in April, has more than ...

Advisers encouraged to review changes carefully

KERRIE SYDEE  |  WEDNESDAY, 4 MAY 2016
... pensions into accumulation accounts from which a draw down is made." Similarly chief executive officer at the Financial Planning Association of Australia (FPA), Dante De Gori argued that changes to the TTR will negatively affect thousands of middle to ...

Libertas launches licensing to attract SMSF specialists

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
Libertas Financial Planning has launched an accountants' licensing package in the hope of attracting experienced SMSF accounting specialists to the network. The package includes customised software that will guide the adviser through the compliance ...

NAB partnership puts adviser education at forefront

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
National Australia Bank (NAB) has ramped up its commitment to increasing professional standards in financial planning through a partnership with the Deakin University Business School, DeakinPrime and DeakinDigital. The partnership will offer advisers ...

Associations support adviser standards amendments

DARREN SNYDER  |  FRIDAY, 29 APR 2016
... been welcomed by the industry's peak representative groups. Both the Association of Financial Advisers and the Financial Planning Association said they were pleased to see the federal government offer revised draft legislation that includes a longer ...

MLC appoints advice GM

ALEX BURKE  |  FRIDAY, 29 APR 2016
... Partnerships' head of practice development. Prior to that, she was head of sales and strategy at St. George Financial Planning. Her appointment coincides with MLC's restructure of its advice businesses, consolidating MLC Advice into Advice Partnerships. ...

Fiducian acquires three further firms

KERRIE SYDEE  |  FRIDAY, 29 APR 2016
Fiducian Group has acquired three separate financial planning businesses in the Perth catchment area, for total consideration of $1.2 million, to be funded by cash. The acquisitions reflect Fiducian's strategy to expand its financial planning network ...

Fiducian targeting SMAs

DARREN SNYDER  |  THURSDAY, 28 APR 2016
... group's IT team will target SMAs by enhancing its FASTrack administration platform and Fiducian Online and FORCe financial planning system. "Our focus now turns to ensuring capability to service the SMA market and facilitate faster turnaround of SMSF ...

Paradigm appoints head of operations

ALEX BURKE  |  WEDNESDAY, 27 APR 2016
... Paradigm, but one of the early priorities is to focus on the risk insurance arm of the business - an aspect of financial planning which is particularly close to my heart. "In previous roles I've established risk insurance business units from the ground ...

ASIC bans ex-NAB planner from the industry

ALEX BURKE  |  WEDNESDAY, 27 APR 2016
ASIC has permanently banned a former NAB adviser. Hardik Bhimani was a senior financial planning manager, then a senior financial planner, with NAB Financial Planning from April 2011 to November 2014. It was during this period that ASIC has now accused ...