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

Search Results

Showing 1861 - 1870 of 4097 results for "financial planning"

Stella Network ramps up support for women in financial planning

MICHELLE BALTAZAR  |  FRIDAY, 13 FEB 2015
A networking group set up to support women in financial planning celebrated its one-year birthday this week with a string of good news for its members and supporters. On Wednesday night, the legendary Joan Sutherland Studio of the Opera Australia in ...

FPA asks for tax deductible advice in budget submission

LAURA MILLAN  |  THURSDAY, 12 FEB 2015
Financial planning fees should be tax deductible to give Australians more incentives to seek advice, the Financial Planning Association (FPA) said in its submission for the 2015/2016 Federal Budget. "It is up to policy makers and associations such as ...

Ex-ANZ adviser sent to jail over $6m fraud

LAURA MILLAN  |  WEDNESDAY, 11 FEB 2015
... months in jail before being eligible for parole, the NSW District Court ruled yesterday. Scott ran her own financial planning business, Roach Graham Scott, between January 1989 and December 2012. Between September 1992 and June 1996 she was a securities ...

Decline in practice valuations bottoms out

MARK SMITH  |  TUESDAY, 10 FEB 2015
Financial planning business valuations have levelled off following a 20% decline over the last five years, according to a report from business broking services provider Centurion Market Makers. The report also showed that transaction activity increased ...

NAB kick starts self-employed advice channel

LAURA MILLAN  |  TUESDAY, 10 FEB 2015
... throughout the industry," he said, and added that "we feel confident in our interactions with advisers." To NAB Financial Planning general manager Paul Fog, "it is imperative that we build a strong career option not only for our advisers, but also for ...

St George head of advice joins Anne Street

LAURA MILLAN  |  MONDAY, 9 FEB 2015
Westpac's head of St George, Bank of Melbourne and Bank SA Financial Planning has left the business and joined Anne Street Partners as head of strategy and advice. Jason Dunn will be responsible for the implementation of the firm's national business ...

Netwealth appoints general manager for adviser channel

LAURA MILLAN  |  FRIDAY, 6 FEB 2015
Netwealth Advice Group has appointed a general manager for its employed adviser business, Bridgeport Financial Planning. Cameron Cogle joins netwealth from ClearView, where he was general manager. "Cameron's experience in leading salaried financial ...

DomaCom appoints state manager

MARK SMITH  |  THURSDAY, 5 FEB 2015
... Benson has more than 30 years' experience in financial services spanning superannuation, funds management, financial planning and wealth management. He is currently conduct review commissioner with the FPA and was for the past five years' strategic business ...

MDS Financial Group to purchase Sequoia Wealth Group

ALEX BURKE  |  THURSDAY, 5 FEB 2015
... minority shareholder, Sequoia Financial Group (SFG), in December 2014. SFG brought across its asset management, financial planning and SMSF administration services to MDS. SWG operates in Sydney and Perth and has approximately $150 million in FUA. It ...

CBA is top banking brand for 2014

ALEX BURKE  |  MONDAY, 2 FEB 2015
... brand for 2014, according to the Brand Finance Banking 500 study. Despite a year of controversy surrounding its financial planning division, the bank has retaken the number one brand position from ANZ, which held it for two years. CBA's brand valuation ...