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| | | 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | 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 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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