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Showing 191 - 200 of 225 results for "AMP Financial Planning"

Success of planners a double-edged sword

CHRIS NICHOLLS  |  MONDAY, 25 JUN 2007
... next big challenge for the industry, but it will also expose a chronic shortage of planners, according to AMP Financial Planning managing director Michael Guggenheimer. While the industry definitely needed to improve public awareness, Guggenheimer said ...

New head of research for AMP FP

HAMISH MADDEN  |  WEDNESDAY, 20 JUN 2007
AMP Financial Planning has appointed a new head of the financial planning research team. Jerome Bodisco brings to AMP Financial Planning a wealth of experience, including time spent at Queensland Investment Corporation (QIC), Grove Research & Advisory ...

CMC hires ex-AMP FP head

Contracts for difference (CFD) provider CMC Markets Asia Pacific has appointed a former head of AMP Financial Planning (AMP FP) to lead the group's distribution functions. CFD trading, a type of derivatives trading popular in the UK, was first launched ...

FPA checklist to guide members on super switching

HAMISH MADDEN  |  TUESDAY, 20 FEB 2007
... with the regulator, to facilitate better service to financial planning clients," Bloch said. Last week AMP Financial Planning revealed it would need to call up to 35,000 clients to review super switching advice given by its planners in light of the enforceable ...

AMP FP to call 35,000 over switching advice

AMP Financial Planning (AMP FP) said it will review the superannuation switching advice it gave to around 35,000 clients, revised up from an earlier estimate of 7,000, as part of its enforceable undertaking (EU) entered into last year. Coinciding with ...

AMP FP patches up the cracks

HAMISH MADDEN  |  WEDNESDAY, 30 AUG 2006
AMP Financial Planning (AMP FP) has been in the headlines for all the wrong reasons of late, but behind the hype they have been toiling in earnest to make their business regulator-safe while remaining adamant that the quality of AMP planner advice is ...

ASIC defends AMP FP action

KATE HAGE  |  THURSDAY, 3 AUG 2006
... regulator's decision to avoid a court action in preference of handing out an enforceable undertaking to AMP Financial Planning yesterday, flagging an increased use of such procedures in the future. "You need to ask what's the best outcome for those affected," ...

Industry pleads for greater professionalism

KATE HAGE  |  THURSDAY, 3 AUG 2006
... IFSA annual conference yesterday. In a panel session which neatly delved into the issues currently facing AMP Financial Planning's managing director, IFSA chairman and chair of the session, Craig Dunne, said commissions and conflicts were largely the ...

AMP caught on conflicts

KATE HAGE  |  THURSDAY, 27 JUL 2006
AMP Financial Planning (AMPFP) has been pulled up by the regulator for giving 300 clients unnecessary or inadequate super switching advice and having inadequate conflicts of interest procedures in place. Only months after the regulator's shadow shopping ...

FPA announces Value of Advice Awards 2006

... Planning (pre-retirement planning) The state award winners are: In wealth accumulation - Harry Moustakas CFP, AMP Financial Planning (NSW) Anne Graham CFP, Securitor Financial Group (VIC) Philippa Elliott CFP, Epic Adviser Solutions (WA) In pre-retirement ...