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Showing 1681 - 1690 of 4096 results for "Financial planning"

FPA gives top award to private wealth adviser

LAURA MILLAN  |  MONDAY, 23 NOV 2015
The Financial Planning Association (FPA) awarded its top accolade, the FPA CFP Professional of the Year Award, to a Visis Private Wealth adviser. Brisbane-based Christopher Smith is a Certified Financial Planner (CFP) and the award recognises his high ...

PROFILE: NAB Financial Planning general manager Paul Fog

ALEX BURKE  |  MONDAY, 23 NOV 2015
... towards the profession. From his perspective, though, both are equally important. As the general manager of NAB Financial Planning, Fog sees water polo as giving him a clearer perspective on "coaching, setting goals and achieving those goals. That sporting ...

FPA awards associate adviser of the year

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
The Financial Planning Association (FPA) has revealed the winners of the Associate Financial Planner of the Year Award, the Student of the Year Award and the Gwen Fletcher Memorial Award. The winner of the 2015 FPA Associate Financial Planner (AFP) ...

Madison appoints national practice development manager

ALEX BURKE  |  FRIDAY, 20 NOV 2015
... Financial Group has appointed a new national practice development manager. Jamie Johns joins Madison from Capstone Financial Planning, where she was national business manager. She has also held positions at Bendigo Adelaide Bank and OnePath. "The demographics ...

FPA promises continuity in leadership succession

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
The Financial Planning Association (FPA) chairman Neil Kendall said that the organisation's strategy has not changed, despite the leadership reshuffle. "We have just changed the bus driver," he said. Speaking to the media at the FPA Congress in Brisbane ...

Advice M&A deals boom after years of stagnation

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
... stagnation. Before 2014, "big banks were buying everything that was on the market." But when the Commonwealth Financial Planning scandal broke in 2014, they stopped buying. This, combined with the uncertainty around the grandfathering provision in the ...

Women program to reach all CBA advisers

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
CBA's advice arm will extend its Woman and Financial Planning education program to all of its 600 employed planners. The program, which has been trialled with 110 advisers from Financial Wisdom and Count Financial, educates advisers about women's unique ...

FEATURE: The great race to invest

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
... markets," according to Bowerman. Financial advice and education are both key to portfolio diversification. Verante Financial Planning director Liam Shorte says he started tweaking his clients' portfolios to increase diversification three years ago. "We ...

Rantall to step down as FPA CEO

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
Financial Planning Association (FPA) chief executive Mark Rantall will step down after five years in the role and will be replaced by an FPA executive. FPA chairman Neil Kendall announced the decision at the FPA Professionals Congress in Brisbane. Rantall ...

StatePlus adopts FPA professional practice program

LAURA MILLAN  |  WEDNESDAY, 18 NOV 2015
The 138 advisers operating under retirement advice group StatePlus have adopted the Financial Planning Association's (FPA) Professional Practice program. A total of 17 StatePlus regional offices and its 138 planners have signed up to the program. This ...