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Showing 191 - 200 of 427 results for "Chartered"

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' ...

Adviser trust improves client outcomes

MARK SMITH  |  TUESDAY, 7 OCT 2014
... Certified Financial Planners (CFP) designation, two-fifths have a Diploma in Financial Services (DFP), 13% are Fellow Chartered Financial Practitioners (FChFP) and 13% hold another financial planning qualification. Industry bodies have advocated improved ...

Accountant pays $10,000 fine for $100,000 fraud

LAURA MILLAN  |  FRIDAY, 3 OCT 2014
... directors who act fraudulently and seek to benefit personally are brought to account." Lim was a member of the Institute of Chartered Accountants Australia (ICAA) and a director of Aperio Resources Limited, a gold exploration company focusing on mineral ...

AMP Horizons launches online masters with Griffith University

LAURA MILLAN  |  THURSDAY, 11 SEP 2014
... measures include a requirement that all existing and new advisers must obtain a Certified Financial Planner (CFP), a Fellow Chartered Financial Practitioner (FChFP), or Master of Financial Planning (MFP) qualification. New advisers must complete this ...

Forget about national advice exam, focus on training: CPA

LAURA MILLAN  |  THURSDAY, 11 SEP 2014
... national examination for financial advisers would fail to address the current deficiencies and, instead, CPA Australia and Chartered Accountants ANZ say the focus should be on adviser training and establishing a comprehensive curriculum. A single examination ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN  |   12:33PM
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA  |   11:56AM
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI  |   11:09AM
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA  |   12:20PM
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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