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Showing 1601 - 1610 of 4096 results for "Financial planning"

Focus Financial expands into Australia

KERRIE SYDEE  |  MONDAY, 9 MAY 2016
... employees with offices in Melbourne and Sydney, specialising in all aspects of financial advice including: financial planning, mortgage broking, SMSF and accounting and tax. Commenting on the partnership, Jon White, group managing director at MW Lomax ...

FPA appoints new education head

KERRIE SYDEE  |  MONDAY, 9 MAY 2016
The Financial Planning Association of Australia has appointed a new head of education. Shaun Weston-Cole will take on the role, replacing Howard Cook, who has transitioned into the role of FPA head of academic relations. In the role Weston-Cole will ...

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 ...