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Showing 1791 - 1800 of 4097 results for "financial planning"

Former FPA chair to leave Hood Sweeney

STAFF WRITER  |  WEDNESDAY, 24 JUN 2015
... firm Hood Sweeney, Matthew Rowe recently announced he would not seek re-appointment in the position. A former Financial Planning Association of Australia (FPA) chair, Rowe will remain in close association with Hood Sweeney throughout the remainder of ...

ANZ SMSF head moves to Zurich

DARREN SNYDER  |  TUESDAY, 23 JUN 2015
... holds a Bachelor of Business from Griffith University and has more than 20 years' experience in banking and financial planning industries, as well as extensive knowledge in the management of distribution, product, marketing and dealership services teams. ...

Executive appointment round-up

STAFF WRITER  |  FRIDAY, 19 JUN 2015
The biggest industry moves this week are AMP's financial planning director departing after 41 years at the company and BT Financial Group hiring a new head of general insurance. Financial planning director to leave AMP - Steve Helmich will leave AMP ...

Financial planning director to leave AMP

LAURA MILLAN  |  THURSDAY, 18 JUN 2015
AMP's executive director of financial planning will leave the group to pursue other opportunities in the industry. Steve Helmich will leave AMP in September following a 41 year career with the company. He started as a junior new business clerk in the ...

Treasury extends tax debate

ALEX BURKE  |  WEDNESDAY, 17 JUN 2015
... without recognition of inflation would be a harsh treatment and result in lower levels of investment." The Financial Planning Association of Australia (FPA), suggesting that the discount may not "continue to serve the original policy purpose for which ...

AFA, FPA yet to commit to FSC life risk agenda

ALEX BURKE  |  TUESDAY, 16 JUN 2015
Both the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) have refused to comment on whether a final consensus has been reached on the way forward for risk advice reforms. This follows the report in Financial ...

Australian Unity completes capital raising for new fund

ALEX BURKE  |  THURSDAY, 11 JUN 2015
... development in Victoria, South Australia, Western Australia and Tasmania; Chad Brookes, coming from various financial planning roles at Westpac, will oversee the New South Wales region. Australian Unity head of retail distribution Damen Purcell commented ...

MAX Award winners named

MARK SMITH  |  FRIDAY, 5 JUN 2015
... Group - btpanoramaprofessional.com.au Finalists - AMP, Macquarie, Nikko AM, T. Rowe Price Website of the Year - Financial Planning Leapfrog Financial - leapfrogfinancial.com.au Finalists - Adrians Chartered Accountants, Evalesco Financial Planning, Experience ...

CPA sets up independent advice license

LAURA MILLAN  |  FRIDAY, 5 JUN 2015
CPA Australia has set up CPA Australia Advice, an independent financial planning licensee that aims to become "a new benchmark for professional and ethical conduct." The business is expected to be fully operational in 2016 and is owned by the accounting ...

Don't rage against the machine

MARK SMITH  |  THURSDAY, 4 JUN 2015
... Perpetual Private, Callinan, challenged the notion that the new wave of automated wealth management will turn the financial planning industry on its head. "Consumers increasingly want to do things via their smart phone and, though unfairly, the level ...