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Showing 191 - 200 of 431 results for "Chartered"

ASIC stands up for adviser national exam

LAURA MILLAN  |  FRIDAY, 28 NOV 2014
... high-profile cases of advisers mis-selling financial products, this is sadly no surprise." In September, CPA Australia and Chartered Accountants ANZ alerted that a national examination for financial advisers would fail to address the current deficiencies. ...

Profile: Chartered Accountants Australia and New Zealand chief executive Lee White

ALICE URIBE  |  WEDNESDAY, 19 NOV 2014
Lee White, chief executive of Chartered Accountants Australia and New Zealand, is the first accountant to lead the body. He recently oversaw a history-making merger between the ICAA and NZICA and is now making lifelong learning a priority for accountants. ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  MONDAY, 17 NOV 2014
... inquiries and what this means for the planning industry. The back page profile this issue Lee White, the chief executive of Chartered Accountants Australia and New Zealand. You can read these articles on your iPad by downloading Financial Standard iPadA(C) ...

Liam Shorte named FS Smileys Scholar of the Year

ALICE URIBE  |  FRIDAY, 14 NOV 2014
... executive of Henderson Maxwell and the 2014 Conversationalist of the Year, was won by Kimberley Middlemiss from Adrians Chartered Accountants. Shorte was selected from a group of 12 finalists (the "Digital Dozen"), because of his standout submission. ...

NAB appoints private wealth manager

MARK SMITH  |  FRIDAY, 14 NOV 2014
... of capital markets at Bank of America Merrill Lynch (Australia), where he sat on the executive committee. A qualified chartered accountant, Murray was also head of debt capital markets at Citibank and held various roles with JP Morgan in Sydney, London ...

New Fortnum advice business targeting accountants

MARK SMITH  |  WEDNESDAY, 12 NOV 2014
... financial services licence (AFSL) in 2015 as the accountants' exemption draws nearer. The new subsidiary is headed by chartered accountant and business coach Scott Charlton who is also head of strategic development at Fortnum Private Wealth. Before joining ...

Financial Standard unveils Digital Dozen in social media

STAFF WRITER  |  FRIDAY, 31 OCT 2014
... executive, Henderson Maxwell Toby Jones, principal adviser, X&Y Wealth Management, Kimberley Middlemis, partner, Adrians Chartered Accountants ChrisA Nairn, managing director, Equus Partners Wealth Management LiamA Shorte, director &A financial planner ...

Financial Wisdom and Count also subject to higher standards

LAURA MILLAN  |  THURSDAY, 23 OCT 2014
... degree in finance, business, commerce or a related field; certified financial planner professional designation, a fellow chartered financial practitioner professional designation or a Master's in Financial Planning. It will also be valid to hold a degree ...

Market wrap AM

AAP  |  WEDNESDAY, 15 OCT 2014
... and Rio Tinto are expected to post quarterly reports, while Rio chief executive, Sam Walsh, is slated to speak at the Chartered Institute of Purchasing and Supply's annual conference in Sydney. Commonwealth Bank chief executive Ian Narev is down to speak ...

BT launches 'ground-breaking' advice register

JAMES FERNYHOUGH  |  TUESDAY, 14 OCT 2014
... Westpac, St. George, Bank of Melbourne and Bank SA networks will have to hold a Certified Financial Planner (CFP), Fellow Chartered Financial Planner Practitioners (FChFP) or Masters of Financial Planning (MoFP). BT also launched 'Advice Commitment' ...