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Showing 2231 - 2240 of 2303 results for "Financial Planner"

Scott moves to Tyndall

Tyndall Asset Management has appointed Mr Rory Scott to the role of national business development manager. Mr Scott will be responsible for relations with financial planners and other intermediaries in NSW and WA. Mr Scott's experience includes business ...

Financial planner pleads guilty to fraud

Former financial planner Mr Robert Andrew Street has pleaded guilty to five charges of obtaining financial advantage by deception in the Melbourne County Court following an investigation by the ASIC. The fraud took place between September 2001 and August ...

Financial Planners warm to absolute return funds

According to the results of a nation-wide survey released today, more financial planners are making larger allocations into absolute return funds. The survey, conducted by HFA Research, a division of HFA Asset Management covered more than 350 financial ...

ASIC rules out exemptions to Statements of Advice

The Australian Securities and Investments Commission (ASIC) has refused to provide any exemption to financial advisers from providing a Statement of Advice (SoA) in time critical situations following a submission from the Financial Planning Association. ...

Fiducian public super TAP

Fiducian Portfolio Services on the weekend announced the offering its own Term Allocated (Growth) Pension through their public offer superannuation fund. Fiducian managing director Indy Singh said it would be marketed as a part of a holistic package ...

Young Australians the greatest beneficiaries of choice

... young people begin working it should almost be automatic for their family or mature friend to take them to see a financial planner to get their finances sorted out. This doesn't mean young people have to give up spending, it just means every opportunity ...

Two new faces at Macquarie; three more to come

Macquarie Funds Management (MFM) on Wednesday announced the appointment of Geoffrey Pidgeon and Jonathan Abraham to join an expanding distribution team in the group's platform, master trust and adviser market. And national sales manager for retail distribution ...

Perpetual and CBA talking Symetry sale

Perpetual Trustees announced on Thursday it is in discussions with the Commonwealth Bank regarding the sale of platform operator Symetry. The funds manager said a number of alternatives in relation to the purchase by Commonwealth Bank are currently ...

FPA backs new ASIC guidelines on SOA's

The Financial Planning Association (FPA) has thrown is support behind the latest guidelines provided by the Australian Securities and Investments Commission (ASIC) on how licensees and their representatives prepare Statements of Advice (SOA). "These ...

AXA says it as a pipeline of acquisitions on the way

AAP  |  TUESDAY, 20 JUL 2004
Financial services group Axa Pacific Holdings said on Monday it had a number of potential acquisitions in the pipeline. Axa chief executive Andy Penn said the strategy of taking over small independent financial planners and integrating them into subsidiaries ...