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Showing 1571 - 1580 of 4097 results for "financial planning"

Fortnum adds five new practices

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
... five practices joining the group's boutique offering, FPSA Group (FPSA). Lifeguard Financial Services, APS Financial Planning and Mornington Financial services from Melbourne, Redthorn Private Wealth from Adelaide, and The Money Barre from Sydney have ...

MORE Super switches to Simple Fund 360

MARK SMITH  |  MONDAY, 11 JUL 2016
... the next generation SMSF solution." MORE Super has been providing an outsourcing solution to accounting and financial planning practices, for over 10 years. The company currently administers and audits approximately 5,000 SMSFs for more than 200 accounting ...

ClearView adds annuities to wrap

MARK SMITH  |  MONDAY, 11 JUL 2016
... investment platform in October 2015. ClearView Wealth specialises in life insurance, wealth management and financial planning solutions. As at 31 December 2015, the company had $203 million of life insurance premiums under advice, advises on $8.1 billion ...

Elders transformation brings new light to the group

KERRIE SYDEE  |  MONDAY, 11 JUL 2016
Dealer group Elders Financial Planning (Elders) has emerged from a six month transformation, a realignment the group hopes will attract more advisers to the Elders network. A joint venture company (Elders 49%, ANZ 51%), Elders Group have one the largest ...

Advice bodies at odds over professional standards

KERRIE SYDEE  |  MONDAY, 11 JUL 2016
The Association of Financial Advisers (AFA) and the Financial Planning Association (FPA) present stark differences in opinion over professional standards in their latest submissions to Treasury, suggesting there's a long road ahead for the wavering ...

Industry fund appoints new CSO

DARREN SNYDER  |  FRIDAY, 8 JUL 2016
... Nair spent more than three years as an executive manager in the strategic support function at Commonwealth Financial Planning (CFP), working on all aspects of the business, including strategy, performance, marketing, communications, cultural initiatives ...

AFSL cancelled for Sydney firm

KERRIE SYDEE  |  MONDAY, 4 JUL 2016
ASIC has cancelled the Australian financial services licence (AFSL) of a Sydney based financial planning firm for failing to meet a number of key obligations. ASIC cancelled Etern Wisdom's AFSL on 6 June 2016 after ASIC discovered the firm had failed ...

Merger gives Bentleys state-wide presence

KERRIE SYDEE  |  WEDNESDAY, 29 JUN 2016
... network, Bentleys, has bolstered its Tasmanian presence following a merger with a Hobart-based accounting and financial planning firm. Effective from 1 July 2016, the merger with Tenuto Financial will position Bentleys as the largest Tasmanian owned ...

FPA National Roadshow emphasises value of advice

KERRIE SYDEE  |  WEDNESDAY, 29 JUN 2016
Currently making its way across the country, the 2016 Financial Planning Association (FPA) National Roadshow is hoping to prepare planners for the increasingly complex future of financial advice. Aimed at supporting advisers, the roadshow includes an ...

Funeral bonds on the minds of advisers

DARREN SNYDER  |  MONDAY, 27 JUN 2016
... planners are referring clients, particularly towards the end of the financial year as there can be significant financial planning advantages associated with investing in funeral bonds," Cooper said. "Investments of up to $12,250 are currently exempt ...