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Showing 2011 - 2020 of 4389 results for "financial Advice"

ASIC to review FDS compliance

HARRISON WORLEY  |  TUESDAY, 16 OCT 2018
ASIC will review financial advice fee disclosure statements and renewal notices, after licenses submitted breach reports to the extent the corporate regulator is concerned about systemic non-compliance. The FDS review will examine to what extent advice ...

Advisers gain FASEA credits for existing qualifications

HARRISON WORLEY  |  SUNDAY, 14 OCT 2018
In his maiden speech to the financial advice industry, Assistant Treasurer Stuart Robert has revealed some advisers will receive up to four credit units of recognised prior learning under FASEA's new education requirements. Addressing delegates ...

Adviser, Practice of the Year named

JAMIE WILLIAMSON  |  SATURDAY, 13 OCT 2018
... great client outcomes. Likewise, Zurich Australia chief executive Tim Bailey said both are at the pinnacle of financial advice. "While the advice profession undergoes a transformation, this exceptional adviser and outstanding practice are shining examples ...

Advisers: Keep your clients off A Current Affair

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
... industry is going through a hell of a lot of turmoil. There's been so much attention on financial planning and financial advice." Parker said the financial advisers he had worked with throughout his career were "really good people, who bust a gut to ...

Advice is valuable but advocacy issues abound

HARRISON WORLEY  |  FRIDAY, 12 OCT 2018
Australians need to experience financial advice first-hand to truly understand its financial, emotional and behavioural benefits. However, there are many issues hindering take-up. That is the underlying theme of the Association of Financial Advisers' ...

AFA shines spotlight on member service

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
... Advisers principal Eleanor Dartnall. This award represents the pinnacle of community awards, the AFA said. Powe Financial Advice's Karen Walmsley, Amanda Cassar of Wealth Planning Partners and Jawad Ahmed of Mackenzie Strategic Wealth were presented ...

Female excellence in advice title awarded

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
... for more diversity within the profession itself whilst also addressing the underrepresentation of women seeking financial advice," McConville said. Alta Financial Planning's Tonina Ciarrocchi, Dominique Bergel-Grant from Leapfrog LIFE, Nicole Heales ...

Aged care RC will spook Aussies into advice

HARRISON WORLEY  |  THURSDAY, 11 OCT 2018
... heard the impending Royal Commission into aged care could serve as a catalyst for more Australians to access financial advice. While presenting a focus session on the new age of aged care, Challenger technical services manager Sean Howard said he expects ...

Royal Commission an opportunity: Anderson

JAMIE WILLIAMSON  |  THURSDAY, 11 OCT 2018
Financial advice businesses must use the Royal Commission as an opportunity to reflect on whether they have an acceptable culture and right approach to risk management. Speaking as part of a panel session at the Association of Financial Advisers' National ...

Financial literacy critical to European retirement

DARREN SNYDER  |  THURSDAY, 11 OCT 2018
... is important," Greco said. On top of the financial literacy gap, the survey indicates an increasing need for financial advice as large numbers of savers don't know which types of financial products they will invest in more over the next 12 months. In ...