Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 141 - 150 of 2306 results for "Financial Planner"

Retirement Income Covenant, CCIV reforms pass

KARREN VERGARA  |  FRIDAY, 11 FEB 2022
Two long-awaited reforms, the Retirement Income Covenant and Corporate Collective Investment Vehicle regime, passed parliament yesterday. Superannuation funds will have to provide a retirement income strategy for members to assist them in their later ...

FPA calls for stronger experience pathway

KARREN VERGARA  |  FRIDAY, 4 FEB 2022
The Financial Planning Association of Australia said it does not agree with the proposed changes to the experience pathway, claiming it would undermine the road to professionalism. Newly appointed chief executive Sarah Abood criticised the federal government's ...

Synchron appoints compliance lead

ELIZABETH MCARTHUR  |  FRIDAY, 4 FEB 2022
... commerce (majoring in financial planning) and law (majoring in enterprise governance). He also holds the Certified Financial Planner (CFP) designation and has been a director and responsible manager for several financial services licensees.

CFP Board welcomes new chair

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
The professional body for personal financial planners in the US welcomed its new chair this year. Kamila Elliott took the helm of the CFP Board, becoming the first African American to serve as the chair. Elliott is currently the president of Grid 202 ...

Labor promises to recognise adviser experience

KARREN VERGARA  |  FRIDAY, 10 DEC 2021
... adviser does not have a degree," Fox said. She pointed out that working in markets is different from being a financial planner, which means the educational focus on financial planning degrees excludes much-needed expertise. "In stockbroking, there are ...

FPA names new chief executive

KARREN VERGARA  |  THURSDAY, 9 DEC 2021
The Financial Planning Association of Australia announced who will take over Dante De Gori as chief executive. Sarah Abood takes the post in mid-January 2022, leaving behind her role as chief operating officer of HOPE Housing Funds Management, a not-for-profit ...

FPA overcharges members

KARREN VERGARA  |  WEDNESDAY, 1 DEC 2021
... designation. A Certified Planning Professional pays $895 per financial year plus a $200 advertising levy. A financial planner pays $595 p.a. while an associate pays $495 p.a. An Association of Financial Advisers member with more than three years' experience ...

Lonsec bolsters sales team

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 DEC 2021
... development coach and business partnerships manager within AMP Financial Planning. Newman was most recently a senior financial planner with Commonwealth Bank Financial Planning and was previously a strategic financial adviser at Mercer. "These key additions ...

Tribeca Financial acquires advice practice

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
... with him to Tribeca, as will an associate. Fradley established Lime FP in 2015. Prior to that, he was a senior financial planner at NAB. Following six years of 60-80 hours a week of hard work as a self-employed practitioner, Fradley said that time has ...

Role of adviser to change: Fidelity

CHLOE WALKER  |  THURSDAY, 25 NOV 2021
The role of a financial adviser is set to shift as Australians move away from the dream of early retirement, planning to continue working after the age of 67, according to a new report from Fidelity International and independent research firm, MYMAVINS. ...