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Showing 2661 - 2670 of 4389 results for "financial Advice"

AFA recognises outstanding advisers

MARK SMITH  |  MONDAY, 10 OCT 2016
... year, the AFA Practice of the Year Award, which is also a joint AFA/Zurich initiative, is the foremost award for financial advice practices. The AFA said Johns' distinguishing factor in winning the AFA Adviser of the Year was the combination of his exceptional ...

AFA award shines spotlight on women in financial advice

MICHELLE BALTAZAR  |  MONDAY, 10 OCT 2016
... Financial Services has received this year's AFA Female Excellence in Advice Award for championing the benefits of financial advice for women in the profession and in the broader community. Diamantidis accepted her award at the annual Association of Financial ...

ASIC permanently bans dishonest adviser

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
... been permanently banned by ASIC for dishonestly providing financial services. Williams was authorised to provide financial advice as a representative of Financial Services Partners (FSP), a subsidiary of the Australia and New Zealand Banking Group (ANZ). ...

Findex hit with penalties

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
... planning, accounting and wealth management services; and "the Findex group was 'Australia's largest independent financial advice company'." ASIC was concerned the use of the word "independent" and "non-aligned" could have led consumers to believe services ...

Godfrey Pembroke celebrates excellence in advice

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
... Schortinghuis, was awarded Adviser of the Year. She received the award in recognition of the quality of her exceptional financial advice and client service, her business leadership and her contribution to Godfrey Pembroke and the wider financial planning ...

NGS inks deal with advice firm

JAMIE WILLIAMSON  |  FRIDAY, 7 OCT 2016
NGS Super has partnered with a new financial advice partner. Guideway Financial Services has been awarded the mandate by NGS following a tender process that sought to align the fund with a provider that would support its future growth strategy. A key ...

StatePlus appoints new CEO, boosts board

ALEX BURKE  |  FRIDAY, 7 OCT 2016
... The combination of First State Super Financial Services and StatePlus will create one of the country's leading financial advice businesses, with over $21 billion in retirement savings and more than 200 financial planners located across Australia. "I ...

Top tips to kill your advice business

KERRIE SYDEE  |  FRIDAY, 7 OCT 2016
... people need to feel like they're on a worthwhile journey with you." While he observed positive changes in the financial advice industry, Kearney said this wasn't happening "at the speed many believe," and he called on delegates to decide what the future ...

Advisers must know more than client history

DARREN SNYDER  |  THURSDAY, 6 OCT 2016
To have a successful financial advice practice advisers must move beyond technical advice and truly get to know their clients, according to AFA Foundation chair Olivia Sarah-Le Lacheur. Speaking at the 2016 AFA National Adviser Conference, Sarah-Le ...

Erin Truscott named AFA Rising Star

MARK SMITH  |  THURSDAY, 6 OCT 2016
... George, said the award, which ANZ has supported since inception, aims to recognise emerging talent within the financial advice profession. "ANZ is committed to the long-term strength of the financial advice industry. This is why we're proud to partner ...