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Showing 1731 - 1740 of 2303 results for "Financial Planner"

Quadrant gives away $1000 rollover prize

MICHAEL HOBBS  |  THURSDAY, 11 DEC 2008
Quadrant Superannuation is offering its members the chance to win $1000 if they roll over their super. In a newsletter emailed to members, the super fund gave its members the opportunity to win the cash until mid December. Members with more than one ...

Farmers get free advice

MICHAEL HOBBS  |  THURSDAY, 11 DEC 2008
... assisted by the program will grow. A rural financial counsellor provides a referral to a nominated FPA pro bono financial planner to qualify for the service. "Once we get more financial counsellors up to speed on the program and more planners on board ...

Decimal offers $5 financial health check

MICHAEL HOBBS  |  FRIDAY, 5 DEC 2008
Financial planners can update their clients on the performance of their portfolios in an easy to read format just in time for Christmas after Decimal launched a $5 special 'financial health check' offer until the end of December. The special offer allows ...

FPSA moves operations to Melbourne

MICHAEL HOBBS  |  MONDAY, 1 DEC 2008
Financial Planning Services Australia (FPSA) is relocating its head office from Queensland to Melbourne after adding five east coast based financial advice practices and 10 advisers to its network since the beginning of the financial year. The move ...

Clean tech sector continues to expand

MICHAEL HOBBS  |  FRIDAY, 28 NOV 2008
Financial planners should be confident the clean technology sector is a viable long-term opportunity after US based investment in the sector rose 55 per cent to more than $2.4 billion over a year, according to CVC Sustainable Investments. Sean Wiles ...

Value of advice winners unveilled

RUTH LIEW  |  MONDAY, 24 NOV 2008
... other activities, to promote understanding and interest in the industry. "I think the interpersonal role of the financial planner is most important. I'll be trying to focus on doing a dual purpose [plan] of promoting financial planning between the students ...

Investors gain precious metal alternative

MICHAEL HOBBS  |  FRIDAY, 21 NOV 2008
Platinum, palladium and silver are all at investor's fingertips after London based exchange traded commodities (ETC) provider, ETF Securities launched four precious metal ETCs on the Australian Securities Exchange (ASX). The firm's ETC suite includes ...

Fin Simplicity upgrades tech

MICHAEL HOBBS  |  FRIDAY, 21 NOV 2008
Financial Simplicity upgraded Portfolio Express to allow financial planners to tailor client portfolios fast and share model portfolios. The improved Portfolio Express allows planners to create client model portfolios or asset allocations and then print ...

Clients come first: FPA

RUTH LIEW  |  THURSDAY, 20 NOV 2008
The Financial Planning Association of Australia has unveiled a new code of ethics that endeavours to place clients first in every aspect of a financial planning business. Jo-Anne Bloch, chief executive of the FPA, launched the new code at this morning's ...

Planners to behave like CFOs

MICHAEL HOBBS  |  WEDNESDAY, 19 NOV 2008
Financial planners should move to a model where they act as a chief financial officer (CFO) for clients, managing relationships with other wealth management experts to cater to all the client's needs. Martin Mulcare, Strategic Consulting and Training ...