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Showing 11 - 20 of 203 results for "CFP"

Commonwealth Bank profit nears $10bn

CASSANDRA BALDINI  |  WEDNESDAY, 10 AUG 2022
... banking services of $22 million or 69% to $10 million, due to the wind-down and closure of the Commonwealth Financial Planning (CFP) business. Insurance income also took a significant hit, coming in at $73 million - a decrease of $72 million or 50% from ...

Teaminvest creates co-living impact fund

CHLOE WALKER  |  MONDAY, 6 JUN 2022
Teaminvest Private Group (TIP) launched a new wholesale managed fund with a focus on housing affordability, accessibility, and inclusivity. The Coliving Future Property Fund is set to invest in co-living related assets, which may include businesses ...

Winner of Gwen Fletcher Memorial Award 2022 announced

ELIZABETH MCARTHUR  |  WEDNESDAY, 2 MAR 2022
... Fund Services has taken home the award. The Gwen Fletcher Memorial Award recognises the highest performing student in the CFP Certification Unit (CFP C) for each semester, with demonstrable dedication to providing high-quality financial advice. "The ...

Aussie CFPs move toward 5000

KARREN VERGARA  |  WEDNESDAY, 23 FEB 2022
... taking the total to nearly 5000. The Financial Planning Association of Australia, which is the certification body for the CFP designation in the country, recorded 4966 members at the end of December 2021. While CFP numbers in Australia in the past year ...

Synchron appoints compliance lead

ELIZABETH MCARTHUR  |  FRIDAY, 4 FEB 2022
... (majoring in financial planning) and law (majoring in enterprise governance). He also holds the Certified Financial Planner (CFP) designation and has been a director and responsible manager for several financial services licensees.

CFP Board welcomes new chair

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
... professional body for personal financial planners in the US welcomed its new chair this year. Kamila Elliott took the helm of the CFP Board, becoming the first African American to serve as the chair. Elliott is currently the president of Grid 202 Partners ...

Gwen Fletcher Memorial Award winner revealed

ELIZABETH MCARTHUR  |  TUESDAY, 9 NOV 2021
... said. Buda completed a Master of Financial Planning at Kaplan Professional and took the master's integration pathway into the CFP Certification Program. "I always intended on doing the CFP Certification Program because it's an internationally recognised ...

Advice on ageing key to future success: CFPs

JAMIE WILLIAMSON  |  THURSDAY, 7 OCT 2021
... issues related to ageing will ensure success for financial advisers in the years to come, according to more than half of all CFP professionals. The Financial Planning Standards Board recently surveyed 4250 certified financial planners across 23 countries ...

New AIA advice unit names chief executive

KARREN VERGARA  |  FRIDAY, 30 JUL 2021
... life insurance and wealth needs. Advice will be provided by salaried advisers and AIA will extend employment offers to some CFP employees. AIA Australia and New Zealand chief executive and managing director Damien Mu said the new venture will assist ...

Court orders new group definition in CBA advice class action

KANIKA SOOD  |  WEDNESDAY, 23 JUN 2021
... fund and to better qualify inclusion of advice clients who suffered a loss. The applicants wanted everyone who was advised by CFP or FWL on CommInsure products since 21 August 2014, regardless of whether or not they paid excess premiums or the way they ...