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Showing 191 - 200 of 4057 results for "Financial Planning"

Equip Super names chief experience officer

KARREN VERGARA  |  MONDAY, 3 JUN 2024
... communications. In her new role, Norman will be responsible for Equip's retirement, product, marketing, and financial planning functions. Equip chief executive Scott Cameron said: "Carrie brings invaluable experience in the superannuation industry ...

Wollongong adviser wins Gwen Fletcher Memorial Award

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
... October of 2019. He holds a Master of Professional Accounting from the University of Wollongong and a Diploma of Financial Planning. "I am overjoyed to be named the recipient of the Gwen Fletcher award, and to be honest I am still in shock at hearing ...

Forged documents see former adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 30 MAY 2024
A former Capstone Financial Planning adviser who forged clients' signatures to steal from them is now permanently banned. Christopher Nairn was found by ASIC to have falsified numerous documents by forging client signatures to gain access to and misappropriate ...

Former licensee chief takes new role

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
... previously served as head of advice business services at Colonial First State and led strategy for Commonwealth Financial Planning for two years. She also held senior roles at ANZ in advice and lending. "Helen is an experienced wealth management executive ...

Former Life Plan FP adviser cops ban

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... Group, which offers financial advice and real estate agent services. He has been a director of Guardian Group Financial Planning since 5 January 2018. Nabi previously worked at Sentinel Private Wealth for more than a year before joining Life Plan FP ...

Calls for a simplified path to financial advice

ANDREW MCKEAN  |  WEDNESDAY, 15 MAY 2024
... Association chief executive Peter Burgess lauded the fact that instead of needing a second degree to meet the financial planning education standard, the proposal means members may only need to do some bridging units. He said this is important because ...

Advisers urgently call on Treasury to recognise degrees

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... entrants and career changes. This includes undertaking a few bridging units rather than an entire unrelated financial planning degree or graduate diploma. Fox described the education pathway that recognises veteran advisers' experience that passed ...

Former super fund adviser receives permanent ban

JAMIE WILLIAMSON  |  TUESDAY, 14 MAY 2024
... According to the ASIC Financial Adviser Register, Dzawo held a Bachelor of Commerce (Accounting, Finance and Financial Planning) from Deakin University and held no industry association memberships.

Litigation funder disputes AMP BOLR settlement

KARREN VERGARA  |  WEDNESDAY, 8 MAY 2024
... the reasonableness of Equity Financial Planners' (the lead applicant in the BOLR class action against AMP Financial Planning) legal costs and disbursements, as well as the funder's expenses. If it is satisfied that they are all fair and reasonable ...

Adviser fakes exam certificate, cops ASIC ban

KARREN VERGARA  |  FRIDAY, 26 APR 2024
... circumstances where she knew that she did not meet the prescribed education and training standard. Baaini worked at AMP Financial Planning between July 2011 and January 2012. She then went on to work at Affinia Financial Services for about three years ...