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Showing 11 - 20 of 2306 results for "Financial Planner"

Aged care advice needs regulatory intervention: Research

ANGELIQUE MINAS  |  TUESDAY, 10 FEB 2026
In a new report, The risk of unrelated aged care advice: protecting older Australians and ensuring quality advice paper, Aged Care Steps identifies key issues with how aged care advice is being provided in Australia, calling for reform. Older Australians ...

HMC Capital wholesale head exits for COO position

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
HMC Capital's head of wholesale distribution has departed after 18 months to join an equities investment manager. Tim Koroknay has left David Di Pilla's ASX-listed alternatives firm to take up the role of operating chief at the staff-owned WaveStone ...

68% pass financial adviser exam: ASIC

KARREN VERGARA  |  MONDAY, 8 DEC 2025
Some 68% of candidates who sat the November sitting of the financial adviser exam passed, ASIC's results show. A total of 308 candidates undertook the exam, with 208 passing with flying colours. About three-quarters (75.6%) sat the exam for the first ...

AZ NGA partners with Sydney Financial Planning

ANGELIQUE MINAS  |  TUESDAY, 2 DEC 2025
... clients. "My philosophy is that I'm in the business of trust and relationships and when I'm not doing that, I'm a financial planner, and AZ NGA gets it," he said. "This partnership provides continuity and certainty for employees and clients and also ...

FAAA's Advice Academy launches

KARREN VERGARA  |  FRIDAY, 28 NOV 2025
The Financial Advice Association Australia (FAAA) has launched the Advice Academy in a bid to help and support new entrants. Advice Academy offers training modules from Kaplan Professional, mentoring opportunities, a professional year (PY) hours tracker ...

FAAA Award winners announced

ANGELIQUE MINAS  |  THURSDAY, 20 NOV 2025
... of trusted and professional advice to Australian consumers, the FAAA said. The winner of the FAAA Certified Financial Planner Professional of the Year Award was Oxlade Financial's managing director Mark O'Flynn. FAAA chair David Sharpe said that O'Flynn ...

Talent crunch lifts base salaries for advisers: Kaizen

RIDDHIMA TALWANI  |  THURSDAY, 20 NOV 2025
... funds as the most active hirers in the market, hence the growth of advice within super," Thompson said. A senior financial planner working within a private wealth or public practice with more than six years of experience could earn $160,000-$200,000 ...

FAAA names new board members

KARREN VERGARA  |  THURSDAY, 30 OCT 2025
... the finalists in its annual awards, which comprise six awards in total. The finalists of the FAAA Certified Financial Planner Professional of the Year Award are Sarah Leslie of Story Wealth Management, Mark O'Flynn of Oxlade Financial, and Stephan ...

FAAA award finalists named

STAFF WRITER  |  WEDNESDAY, 24 SEP 2025
... through pro bono and volunteer work. They comprise six awards in total. The finalists of the FAAA Certified Financial Planner Professional of the Year Award are Sarah Leslie of Story Wealth Management, Mark O'Flynn of Oxlade Financial, and Stephan Independent ...

FEATURE: Hyped up

KARREN VERGARA  |  FRIDAY, 5 SEP 2025
... AI, with the right safeguards and budget in place, can be a natural fit in their business. Take Perth-based financial planner at Guided Investor Brad Buters, who sees GenAI as a beneficial productivity tool that boosts efficiency and enables accuracy. ...