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Showing 1721 - 1730 of 4097 results for "financial planning"

Turnbull expected to dust off shelved policies

LAURA MILLAN  |  TUESDAY, 15 SEP 2015
... policy issues. "The main concern for us is timing, we are very eager to have progress on these reforms," the Financial Planning Association (FPA) general manager of policy Dante De Gori said. "The FSI and the PJC report [of the inquiry into financial ...

ANZ senior manager leaves to set up consultancy

LAURA MILLAN  |  TUESDAY, 15 SEP 2015
... this division comes shortly after the bank's wealth management arm announced that it was bringing together financial planning licensees Millennium3 and Financial Services Partners (FSP) under one structure. As a result, Millennium3 chief executive left ...

Executive appointment round-up

STAFF WRITER  |  FRIDAY, 11 SEP 2015
... Asset Management. - Implemented Portfolios appoints former Genesys chief A - Former AMP managing director of financial planning Greg Kirk has been appointed executive chair at Implemented Portfolios. - NAB appoints Antares GM - NAB Asset Management has ...

Implemented Portfolios appoints former Genesys chief

ALEX BURKE  |  THURSDAY, 10 SEP 2015
... has been on the firm's board since 2013. Prior to that, he held chief executive roles at Genesys, Challenger Financial Planning, and was also managing director, financial planning at AMP. "The growth in our business over the last financial period has ...

AIA outlines adviser support plan

ALEX BURKE  |  WEDNESDAY, 9 SEP 2015
... upgrades - AIA will host a series of forums to discuss how the insurance firm can improve service delivery to financial planning practices. The forums come after AIA's launch of its Tele-Application and Client Complete services, both of which are designed ...

ANZ restructures advice licensees

LAURA MILLAN  |  FRIDAY, 4 SEP 2015
ANZ will bring together the management teams of two of its financial planning licensees and as a result Millennium3 chief executive Richard Klipin will step down from his role. ANZ will consolidate the management teams of Millennium3 and Financial Services ...

HUB24 appoints former FSC director

ALEX BURKE  |  THURSDAY, 3 SEP 2015
... Financial Services Council. "Tony McDonald's appointment as non-executive director strengthens the Board skills in financial planning, financial services and leadership in wealth management, especially considering Tony's track record in co-founding the ...

FSC, FPA support ASIC user-pay model

ALEX BURKE  |  WEDNESDAY, 2 SEP 2015
Both the Financial Services Council and Financial Planning Association of Australia have voiced their support for an industry funding model for ASIC. On August 28, Assistant Treasurer Josh Frydenberg welcomed industry consultation on the proposal while ...

Australian Unity acquires four practices

ALEX BURKE  |  WEDNESDAY, 2 SEP 2015
... Australian Unity Personal Financial Services has acquired four new advice practices. This brings the total number of financial planning practices under the Australian Unity licence to 101, and the total number of advisers to 183. Although the four new ...

Accountants nearing SMSF exemption deadline

ALEX BURKE  |  MONDAY, 31 AUG 2015
... meeting this deadline. "July 1 next year might seem an eon away, but the reality is accountants who want to give financial planning and superannuation advice after this date need to start the process now," she said. She added, "The first step is for ...