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Showing 271 - 280 of 321 results for "Gold Coast"

ASIC bans unlicensed Westpoint adviser

MICHAEL HOBBS  |  WEDNESDAY, 30 JUL 2008
The Australian Securities and Investments Commission (ASIC) banned Gold Coast based, Russell Sheppard from providing financial services for eight years after the regulator found he provided unlicensed advice on Westpoint products. The regulator found ...

Planners set to Ignite the Difference

MICHAEL HOBBS  |  MONDAY, 16 JUN 2008
... Ignite the Difference, an event that aims to encourage advisers to distinguish themselves as professionals. The four-day Gold Coast conference in November includes a range of information sessions on marketing their business, effectively selling life ...

Commissions could breach sole purpose test

CHRIS NICHOLLS  |  FRIDAY, 16 NOV 2007
... executive manager David Whiteley. Speaking at the Association of Superannuation Funds of Australia (ASFA) Conference on the Gold Coast, Whiteley said while holistic advice was ideal, if sales commissions paid by the retail super fund subsidised such ...

ASFA launches three-part super plan

CHRIS NICHOLLS  |  THURSDAY, 15 NOV 2007
... near future, according to chief executive Pauline Vamos. Speaking at the opening day of the ASFA Conference on the Gold Coast, Vamos said the community felt employers were already "doing their bit" when it comes to super, which put the onus on clients ...

Ord Minnett adds to planning team

HAMISH MADDEN  |  TUESDAY, 26 JUN 2007
... 35 strong Ord Minnett financial planning network, which spans Sydney, Melbourne, Canberra, Adelaide, Brisbane, the Gold Coast, Buderim and Mackay. Williams, a qualified lawyer and certified financial planner, has run his own legal practice for more than ...

AFA conference to focus on world-class practice

CHRIS NICHOLLS  |  THURSDAY, 14 JUN 2007
... with the theme of building a world-class advice business. Held 14-16 October at the Crowne Plaza Royal Pines on the Gold Coast, the program includes sessions focusing on business skills from GenXt expert, Peter Sheehan, as well as inspiring stories from ...

Nominations open for AFA Adviser of the Year

HAMISH MADDEN  |  FRIDAY, 11 MAY 2007
... sponsored by Zurich and the winner will be announced at the AFA's Annual Conference Gala Dinner at Royal Pines on the Gold Coast, 16 October 2007. Nomination forms are available at www.afa.asn.au.

Super roll-over promoter to serve time

HAMISH MADDEN  |  MONDAY, 25 SEP 2006
A Gold Coast superannuation scheme promoter has been sentenced to jail for his part in dishonestly advising clients on the use of rolling over preserved benefits and putting the funds towards the purchase of a home. Rocco Ferrantino entered a guilty ...

Financial mentor to be wound up

HAMISH MADDEN  |  THURSDAY, 31 AUG 2006
... significant "mentoring fees" to Carr for financial and personal development advice as well as to attend conferences on the Gold Coast, Brisbane, Singapore and Hawaii. Some of these clients then invested in "loans" to the organisation. Gregory Moloney ...

Sherry wins Labor votes with simple super plan

KATE HAGE  |  MONDAY, 7 AUG 2006
Labor Shadow Minister for Superannuation, Nick Sherry, impressed audiences at the annual IFSA conference on the Gold Coast on Friday, unveiling a plan for combined pension and superannuation forecasts. If voted in at the next election Labor would implement ...