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Showing 1571 - 1580 of 4389 results for "financial Advice"

Association of Financial Advisers bolsters team

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 APR 2020
... professionalism, replacing Angela Karas," Anderson said. "Caz comes to the AFA after most recently being with Aon Hewitt Financial Advice. Caz is a learning and development professional, with extensive experience in the financial advice sector."

Charterhill founder incarcerated

ALLY SELBY  |  MONDAY, 6 APR 2020
... these behind bars. Charterhill Group, run by George Nowak, provided a "one stop shop" for SMSF clients; providing financial advice on establishing SMSFs, purchasing investment properties, property management, insurance and taxation. The charges against ...

Count Financial bolsters leadership team

ALLY SELBY  |  MONDAY, 6 APR 2020
... will bring a wealth of experience to the Count Financial team. "Phil has been a passionate advocate for quality financial advice and brings a wealth of experience and technical skills, but importantly he has strong people skills," he said. Rowe said ...

ASIC cancels slew of AFSLs

JAMIE WILLIAMSON  |  FRIDAY, 3 APR 2020
... licence of the licensee formerly known as MyPlanner Australia. The Gold Coast-based licensee transitioned its financial advice business to MyPlanner Professional Services in February 2017. The licensee caught ASIC's eye later that year, and additional ...

Industry bodies work to ease regulatory burdens

ELIZABETH MCARTHUR  |  FRIDAY, 3 APR 2020
Industry groups want the government to make fast, cheap financial advice possible for those impacted by the COVID-19 downturn - especially when it comes to early access to super. The Regulatory Burden Taskforce - comprised of the Financial Planning ...

Could relief on advice compliance save consumers?

ELIZABETH MCARTHUR  |  THURSDAY, 2 APR 2020
... if they really want to go ahead." However, Heffron said in some instances the education process can run into financial advice and that's a line she must be conscious to never cross. "Anything we do right now to make it easier for people to get good ...

Count Financial adds tech integrations

ALLY SELBY  |  THURSDAY, 2 APR 2020
... in late 2019, the new tech integrations will remedy the lack of communication between accounting platforms and financial advice systems. "The integrations we have developed will see a significant progression in the ability of our advisers to manage their ...

COVID-19 will increase demand for advice: Survey

KANIKA SOOD  |  WEDNESDAY, 1 APR 2020
Almost eight in 10 advisers surveyed by Allan Gray think the COVID-19 crisis will increase the demand for financial advice. Allan Gray polled 70 financial advisers after an investment webinar, and found 77% of the advisers think the health and economic ...

New firm joins Count Financial network

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 APR 2020
Count Financial has become the licensee of an accounting-led financial advice firm in Queensland. Affinitas Financial Planning has joined Count Financial as its newest corporate authorised representative. Affinitas Financial Planning managing director ...

Super funds called out over liquidity

ELIZA BAVIN  |  MONDAY, 30 MAR 2020
... the new round of hearings. Wilson said the committee will also begin to hold hearings with the insurance and financial advice sectors, although due to COVID-19 the dates are not set in stone. "Since the election the committee has held hearings with the ...