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Showing 181 - 190 of 871 results for "Accountants"

CountPlus acquires interest in integrated wealth firm

JAMIE WILLIAMSON  |  MONDAY, 19 NOV 2018
... accounting and financial advice firm, marking its first investment under its new business model. Taking a stake in O'Brien Accountants and Advisors, CountPlus made the first of an expected sweep of selective growth transactions under its new Owner, Driver ...

Gender diversity in advice dormant

JAMIE WILLIAMSON  |  FRIDAY, 9 NOV 2018
About one-in-three financial advisers aligned with some of Australia's largest institutions are female but women still represent less than one quarter of all advisers. Latest insight from Rainmaker shows the gender diversity of Australia's financial ...

More than half of advisers without association membership

JAMIE WILLIAMSON  |  THURSDAY, 8 NOV 2018
... members of CPA Australia while 1230 declare an affiliation with the SMSF Association. Meanwhile, the Institute of Public Accountants, Mortgage and Finance Advisers Association, he Finance Brokers Association of Australia and Association of Independently ...

Advice firm hires for increasing regulatory environment

KANIKA SOOD  |  TUESDAY, 6 NOV 2018
... advice. She is a member of chartered accounts Australia and New Zealand and of South African Institute of Chartered Accountants, the association said. She has over 11 years of experience in audit, primarily with Grant Thornton South Africa, working with ...

Financial advice as charitable giving

JAMIE WILLIAMSON  |  MONDAY, 1 OCT 2018
... months, Ward is looking to take Leda's message to more high schools as well as establish referral partnerships with accountants, estate planning lawyers and other relevant service providers. In 2019, he hopes Leda will have gained the scale to employ ...

Easton buys SMSF service provider

KANIKA SOOD  |  THURSDAY, 20 SEP 2018
Easton Investments has acquired a company which authorises accountants to provide SMSF advice services. The SMSF Expert has a limited AFSL and runs a subscription-based model, providing dealer services including compliance, training, technical support ...

Chartered accountants largely FASEA compliant

JAMIE WILLIAMSON  |  THURSDAY, 20 SEP 2018
The Financial Adviser Standards and Ethics Authority should recognise the qualifications of chartered accountants in order to keep them in the financial advice industry. That is the view of Chartered Accountants Australia and New Zealand, saying the ...

Open APIs old news: Midwinter

HARRISON WORLEY  |  TUESDAY, 18 SEP 2018
... integration helps support advisers in the efficient delivery of advice by enabling effective collaboration across advisers, accountants and their clients with one consistent and up-to-date view of investment portfolios across both SMSF and non-super ...

Former MyPlanner adviser fails best interests test

JAMIE WILLIAMSON  |  WEDNESDAY, 5 SEP 2018
... AFSL for three years. In addition to being an authorised representative of MyPlanner, he is also a director of Future Accountants and Adviser which was a corporate authorised representative of MyPlanner. Allen had been licensed by MyPlanner since November ...

Zervides elected president of IPA Victoria

JAMIE WILLIAMSON  |  MONDAY, 3 SEP 2018
The founder of Australian Wealth Solutions has been elected to lead the Victorian arm of the Institute of Public Accountants. Australian Wealth Solutions director and senior financial adviser Sam Zervides was recently elected Victorian president of ...