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Showing 2021 - 2030 of 2303 results for "Financial Planner"

Preferred partner menus don't compromise quality: Asgard

Asgard Wealth Solutions' chief executive, Geoff Lloyd, has dismissed concerns that the group's proposed preferred partner program compromises the quality of their investment menus. Last week the group said it asked 20 fund managers, shortlisted after ...

Avenue adds chairman of SPAA to its team

KATE HAGE  |  FRIDAY, 15 SEP 2006
Privately owned dealer group Avenue Capital Management has added an ex-Macquarie Bank financial planner and chairman of the Self-Managed Super Funds Professionals' Association of Australia (SPAA) to its team. Peter Hogan will join the group's North ...

Telstra Planning appoints new GM

KATE HAGE  |  THURSDAY, 14 SEP 2006
... Financial Planning, has elected a new general manager following the retirement of Pat Ryan after a four year tenure. Financial planner and former state manager for Victoria and Tasmania, Steve Grinter, will take on the role having previously worked in ...

Zenith names top global managers

BT Financial, Platinum, Morgan Stanley and PM Capital have been named top of their league as part of the annual International Shares Sector Review by research firm Zenith Investment Partners. Zenith, which provides research and fund manager ratings ...

Perpetual adds to Canberra private client team

KATE HAGE  |  WEDNESDAY, 30 AUG 2006
Perpetual has appointed a former St.George Bank financial planner to the role of senior manager private clients in Canberra. Trudy Heins, who has held roles as a financial planner with St.George Bank, Colonial and the State Bank of NSW and is also the ...

Fees versus commission not an issue

The fees versus commissions debate is much ado about nothing according to an online survey which found that majority of financial planners say it's disclosure that counts. A Zurich Financial Services Australia (Zurich Australia) online survey of financial ...

Aussies spend $8.7bn on celebrity makeover

Financial planners may well need to start asking their clients the question "Who is your favourite celebrity?" after a Virgin Money study found that Australians have racked up an annual $8.7 billion credit card bill to look like their movie idols. The ...

FPA broadens entry to CFP

KATE HAGE  |  WEDNESDAY, 23 AUG 2006
The Financial Planning Association (FPA) has broadened its entry criteria into the certified planner program in what it said is an effort to raise standards at a time when the industry's professionalism is coming under greater scrutiny. As of 1 January ...

A man is not a financial plan: MASU

A small financial services outfit, MASU group, is leading the charge in providing women with education on matters close to the heart and the hip pocket. The three-legged company - with a national network of financial planners, accountants and legal ...

VIC and TAS region hungry for financial planners

A national recruitment firm has reported a staggering 80 per cent increase in financial planning job ads for the Melbourne, regional Victorian and Tasmanian regions in the last six months alone, twice the demand in Sydney and NSW. The data was released ...