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Showing 211 - 220 of 240 results for "Planning for"

Plan to give: Perpetual

HAMISH MADDEN  |  MONDAY, 2 JUL 2007
... Australia, only $200 million is derived from planned giving. We believe more people need to seek professional advice about planning for a more sustainable form of charitable giving," Knowles said. Knowles said planners could help clients reap the benefits ...

ANZ head of fin planning departs

... in September to concentrate on his private financial planning business. Goodall was at the helm of ANZ Financial Planning for three years and a half where he built the business from 250 planners to more than 400 planners. Funds under management also ...

Mercer appoints new financial advice leader

CHRIS NICHOLLS  |  TUESDAY, 22 MAY 2007
... penetration. Prior to his role as head of financial planing at Citigroup, Walters also held positions as head of financial planning for Westpac/BT and was chief executive officer of Merrill Lynch and HSBC's joint venture in online investing and banking. ...

FinLit in schools in 2008

CHRIS NICHOLLS AND ALEX DUNNIN  |  TUESDAY, 1 MAY 2007
... problem as a corporate responsibility issue. Flight Centre especially, he said, led the way with compulsory financial planning for each employee, having conducted studies that showed a financially secure worker was more productive. Morony said financial ...

Mercer appoints advice operation manager

HAMISH MADDEN  |  FRIDAY, 20 APR 2007
... industry, Ampoulos has worked with RetireInvest, St.George Bank and ANZ. Most recently she was head of financial planning for Trust Company of Australia. In her role as financial advice operations manager Ampoulos will report directly to national business ...

Adviser confidence way up: ING

CHRIS NICHOLLS  |  THURSDAY, 5 APR 2007
... value of financial advice on a broader range of services, including risk and estate planning, maximising savings or planning for a child's education." The survey also found that more advisers think they will be remunerated via a combination of commission ...

AML to redefine dealings with currency clients

ALEX DUNNIN  |  WEDNESDAY, 28 MAR 2007
... laundering (AML) legislation will redefine how service providers deal with clients and their currency transactions and planning for how they should implement the new provisions needs to begin now. The most profound impact will be the depth of records ...

New research analyst for AllianceBernstein

HAMISH MADDEN  |  FRIDAY, 16 MAR 2007
... the listed component of AXA's Wholesale Australian Property Fund. Patel was formerly general manager - strategic planning for Boral and spent three years as a management consultant with McKinsey Consulting.

LG teams up with ipac on succession

HAMISH MADDEN  |  MONDAY, 6 NOV 2006
... hit another health issue." The ipac Equity Partners Program was launched in 2001 to facilitate long-term succession planning for those principals who wanted to sell their practice gradually over a period of time or secure a future sale transition. There ...

Praemium appoints Qld state manager

KATE HAGE  |  THURSDAY, 28 SEP 2006
... premium financial services group as a relationship manager. She is also a chartered accountant and worked in tax planning for Ernst & Young.