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Showing 2211 - 2220 of 4097 results for "financial planning"

BT launches women adviser network group

LAURA MILLAN  |  TUESDAY, 1 OCT 2013
... has launched Stella Network, an initiative to support women advisers and to encourage more women to pursue a financial planning career. The Stella Network will hold its first networking event tonight and it also intends to support workshops, as well ...

New adviser service speeds up dealer group creation

LAURA MILLAN  |  MONDAY, 30 SEP 2013
... ongoing compliance requirements. It will provide a full range of licensee services and functions for boutique financial planning dealer groups including AFSL application through the Australian Securities and Investments Commission (AFSL). "They are able ...

AFA unveils Female Excellence in Advice Finalists

LAURA MILLAN  |  FRIDAY, 27 SEP 2013
... profession, their community and particularly to female clients. The Award finalists are Adrienne Rush from Bendigo Financial Planning, Dominique Bergel-Grant from Leapfrog Financial, Catherine Robson from Affinity Private, Eleanor Dartnall from Dartnall ...

van Eyk completes rebrand following NZ acquisitions

MARK SMITH  |  WEDNESDAY, 25 SEP 2013
... tailored, individual investment advice," van Eyk chief executive Mark Thomas said. van Eyk Advice NZ offers retail financial planning and specialises in assisting clients transfer their UK pension to the New Zealand scheme. Blueprint Investment Management ...

ASIC accepts EU from two advice firms

LAURA MILLAN  |  TUESDAY, 24 SEP 2013
... The Australian Securities and Investments Commission (ASIC) has accepted enforceable undertakings from two financial planning firms. Melbourne adviser James Thomas Banfield has entered into an enforceable undertaking with ASIC that prevents him from ...

FPA reveals winners of Best Practice Awards

LAURA MILLAN  |  MONDAY, 23 SEP 2013
The Financial Planning Association has revealed the names of this year' winners of the Best Practice Awards. James Kenny has been awarded the Queensland and the National FPA Professional Best Practice Award. Kenny is a mentor to undergraduate students ...

ASIC, "twin peaks" model faces review

LAURA MILLAN  |  MONDAY, 23 SEP 2013
... that it took at least 16 months for ASIC to act on whistleblowers' information about misconduct within the Financial Planning division of Commonwealth Bank became a turning point in the long-running debate around the effectiveness of the current regulatory ...

AFA Adviser of the Year Finalists revealed

ALICE URIBE  |  WEDNESDAY, 18 SEP 2013
... Back to Back Financial Planners (NSW), Jenny Brown of JBS Financial Strategists (VIC), Kylie Wright of Ulton Financial Planning (QLD), Mark Rando of Rando & Associates, (WA), Rory Mooney of Wealth By Design (SA) and William Bracey of Sydney Financial ...

John Hewson calls for overhaul of superannuation system

MARK SMITH  |  TUESDAY, 17 SEP 2013
... very poor performance in just about every area," he says. He also sees shortcomings in Labor's reforms of the financial planning sector and anticipates significant changes to the current incarnation of the Future of Financial Services (FoFA) legislation. ...

Super likely to fall under Treasury

LAURA MILLAN  |  TUESDAY, 17 SEP 2013
... changes and look forward to working constructively on the detail of the changes that have been announced." The Financial Planning Association (FPA) chief executive Mark Rantall also welcomed the appointments and hoped that the new government "has a window ...