Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1861 - 1870 of 2303 results for "Financial Planner"

FPA drafts practice principles

MICHAEL HOBBS  |  WEDNESDAY, 12 MAR 2008
... professional guidelines. Minimum research standards, building an appropriate financial plan, clear communication, financial planner obligations and client rights are outlined in the Practice Standards. Previously the FPA framework to support professionalism ...

Tele-underwriting with a health check

RUTH LIEW  |  TUESDAY, 11 MAR 2008
Pathrec has unveiled a tele-underwriting service by a medical service provider for planners and insurers as the firm moves to take a slice of the growing insurance market. According to Pathrec chief executive, Olga Tomic, TeleCheck is an outsourcing ...

Garvan FP adds three

MICHAEL HOBBS  |  WEDNESDAY, 5 MAR 2008
MLC-owned Garvan Financial Planning has added Battistella Financial Services, McNeany Financial Services and Vertex Group to its license. McNeany Financial Services and Vertex Group join Garvan Financial Planning (Garvan) from Professional Investment ...

Asgard automates data feeds

MICHAEL HOBBS  |  WEDNESDAY, 5 MAR 2008
Asgard Wealth Solutions has adopted External Platform Interface standards that automatically streamline customer data from the Asgard platforms to the desktops of financial planners using VisiPlan. Created by Coin and VisiPlan, External Platform Interface ...

AFA maps education Pathway

The Association of Financial Advisers (AFA) hopes to fill the gap in adviser education by launching a new course that accommodates the time constraints and 'adult learning' needs of today's financial planners. It's nearly a year of consultation with ...

Good wine, good advice

... the haven of award-winning wine but it is also a source of award-winning financial advice. Hunter region-based financial planner Jennifer Leslie has received the Financial Planner of the Year Award at the 2007 Hillross Awards Program announced last month. ...

FPA takes it to the grassroots

MICHAEL HOBBS  |  FRIDAY, 22 FEB 2008
The Financial Planning Association (FPA) has established the Future Financial Planners Council, made up of the country's key industry players, to raise awareness of the profession among university students. The Council will design marketing material ...

CFDs to act as shield: CMC

RUTH LIEW  |  THURSDAY, 21 FEB 2008
Contract for difference (CFD) provider CMC Markets ups its stake in the financial planning industry and self directed self-managed super funds (SMSF) investors with the launch of its Shield Account product. According to Nic Blakemore, head of distribution ...

Macq launches Property Lever

MICHAEL HOBBS  |  WEDNESDAY, 20 FEB 2008
Macquarie Bank has developed the Macquarie Property Lever, a geared residential property product tailored for self-managed super funds (SMSFs). The product allows SMSF trustees to borrow 55 per cent of the purchase price to buy a residential property ...

Zurich ramps up sales

RUTH LIEW  |  WEDNESDAY, 20 FEB 2008
... MacKay spent the last three years as a business development manager for Zurich. MacKay was also a certified financial planner for eight years in the Brisbane region before working as a BDM. Drennan confirms that Zurich Investments is on the lookout for ...