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Showing 11 - 20 of 22 results for "Financial Planning Services Australia"

netwealth creates new national advice group

MARK SMITH  |  WEDNESDAY, 20 MAR 2013
... of their career. The new national advice group brings together Pathway Licensee Services, Financial Planning Services Australia (FPSA) and Bridgeport Financial Services - three business netwealth has acquired over the last five years. While each firm ...

Former adviser pleads guilty to dishonest dealings

LINDA HAUSKEN  |  TUESDAY, 3 JUL 2012
... 2005 and October 2008 while Carll was an authorised representative of Financial Wisdom and Financial Planning Services Australia. Each offence carries a maximum penalty of 10 years' imprisonment. Sentencing submissions will be made on a date to be fixed. ...

Banned adviser faces jail term

ELISE BURGESS  |  TUESDAY, 27 SEP 2011
... representative of three Australian financial services licensees including Financial Wisdom, Financial Planning Services Australia and Genesys Wealth Advisers between 21 June 2004 and 20 May 2010. Between June 2004 and August 2007, Carll was employed ...

Adviser banned for life

ALISON BEVEGE  |  TUESDAY, 22 FEB 2011
... Administrative Appeals Tribunal. Between 2004 and 2010, Carll represented Financial Wisdom and Financial Planning Services Australia, and worked with Port Pirie-based businesses Principle First Financial Planning, Pisani Accountants and Business Advisors ...

Netwealth buys $700m FUA planning firm Bridgeport

MICHAEL HOBBS  |  MONDAY, 18 JAN 2010
... Bridgeport will retain its name and become a corporate authorised representative of netwealth's Financial Planning Services Australia (FPSA). This means FPSA now has 63 financial advisers across more than 30 practices nationwide, which includes Bridgeport ...

Netwealth adds tech services manager

PRESS RELEASE  |  MONDAY, 11 MAY 2009
... national technical services manager and JACQUES MARTIN in superannuation. The group owns Financial Planning Services Australia (FPSA), a $3 billion funds under advice dealer group that includes 31 practices and 49 advisers nationally. Michael Heine ...

FPSA tenders for managed accounts

RUTH LIEW  |  MONDAY, 30 MAR 2009
... is getting into the managed accounts game and is putting out a tender for a MA provider. Financial Planning Services Australia, which has approximately $1.4 billion in funds under advice, is on the hunt for a managed account provider that would enable ...

FPSA to recruit more advisers

RUTH LIEW  |  THURSDAY, 19 MAR 2009
Financial Planning Services Australia is looking to grow the number of practices under the FPSA umbrella to 50 and recruit 33 more advisers by year's end. FPSA, which has $1.4 billion in funds under advice, is looking to add 21 new practices and add ...

FPSA moves operations to Melbourne

MICHAEL HOBBS  |  MONDAY, 1 DEC 2008
Financial Planning Services Australia (FPSA) is relocating its head office from Queensland to Melbourne after adding five east coast based financial advice practices and 10 advisers to its network since the beginning of the financial year. The move ...

Ex-AFS distribution head joins FPSA

RUTH LIEW  |  WEDNESDAY, 18 JUN 2008
Financial Planning Services Australia (FPSA) has appointed ex- Australian Financial Services head of distribution, Mark Ryan, as director and dealer principal. Director of FPSA Deborah Baron said Ryan will be invaluable in driving strategy to take FPSA ...