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| | | ... to ensuring that members receive what they were entitled to. "Superannuation is the most important aspect of financial planning for retirement in Australia and it's a basic expectation of workers that superannuation is paid correctly," Sharma said. In ... |
| | | | ... expands Count's Services segment proposition to complement existing group services that support accounting and financial planning (IT and offshore capabilities), along with actuarial certificates, SMSF and tax training/education," Count said. However ... |
| | | | ... platform. His family and friends also lost money from the scam. He told the program that he had been "in the [financial planning] game for 35 years" and if an "influential financial adviser" like him couldn't spot a scam then "Joe Blow out there ... |
| | | | ... those in South Australia, will benefit greatly from their appointment to our network." This year, former AMP Financial Planning licensee Tailored Lifetime Solutions joined Count. Count also acquired Solutions Centric, an Australian company that provides ... |
| | | | ... said the strong adoption of managed accounts reflected their ability to support advisers' holistic approach to financial planning. "Fifty-nine per cent of advisers cite 'freeing up their time' as one of the main upsides of using managed accounts with ... |
| | | | ... Compass Financial Management. This comes after CAG also acquired both RI Advice Brighton and Wealth for Life Financial Planning. "After successfully executing four strategic mergers and acquisitions within the last eight months, three of those being ... |
| | | | ... Tailored Lifetime Solutions is the latest firm to join Count's national advice community, switching from AMP Financial Planning. Tailored Lifetime Solutions, previously licenced by AMP, comprises a team of five financial advisers who have been supporting ... |
| | | | ... with new investment and capital markets, and client coverage specialists. Deniz Kilic, previously with Prime Financial Planning, has joined VanEck's sales team as a business development associate, focusing on expanding the client base in New South Wales ... |
| | | | Former Financial Planning Association of Australia (FPA) chief executive Jo-Anne Bloch has been appointed by the Albanese government to lead its Compensation Scheme of Last Resort (CLSR). The scheme, which officially kicks off on April 2, aims to give ... |
| | | | ... company that provides offshore SMSF services out of India, with an aim to expand its services segment to support financial planning and accounting businesses. Count will acquire 51% of the business based on an enterprise valuation of $4.1 million. Count ... |
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