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Showing 11 - 20 of 46 results for "Financial Planning division"

PROFILE: netwealth head of advice Simon Micallef

LAURA MILLAN  |  WEDNESDAY, 21 MAY 2014
... very good opportunities in financial planning," he explains. Micallef started to work in the bank's financial planning division in 1994 and he remembers that "financial planning back then was very different in terms of compliance, technology, education ...

ASIC, "twin peaks" model faces review

LAURA MILLAN  |  MONDAY, 23 SEP 2013
... took at least 16 months for ASIC to act on whistleblowers' information about misconduct within the Financial Planning division of Commonwealth Bank became a turning point in the long-running debate around the effectiveness of the current regulatory model ...

Elders to axe 10% of workforce

LAURA MILLAN  |  TUESDAY, 10 SEP 2013
... initiatives that the group has undertaken over the previous years. It is still unclear if the Elders financial planning division will be affected by this measure, but a company statement to the Australian Securities Exchange (ASX) said that Elders will ...

NAB continues wealth division reshuffle

LAURA MILLAN  |  WEDNESDAY, 28 AUG 2013
... manager Peter Smith will take over the role of manager of Advice Partnerships at NAB Wealth. The bank's financial planning division has seen a large number of redundancies in the last months, although the group hasn't revealed the exact number. Sean ...

Global firm mulls Aussie advice market

LAURA MILLAN  |  THURSDAY, 22 AUG 2013
... Willis managing director of Employee Benefits David Rowell told Financial Standard. Willis built the financial planning division from scratch and it operates under AMP Group Australian financial services licence (AFSL). "We have one adviser working for ...

Platforms surpass pre-GFC levels

LAURA MILLAN  |  MONDAY, 1 JUL 2013
The platform market has broken funds under advice (FUA) records in the March quarter, after plunging during the global financial crisis (GFC). An uptick in investor confidence and an increase in adviser productivity could be behind the growth of the ...

Bendigo Wealth acquires AIM Financial Services

RACHEL DAVIS  |  FRIDAY, 25 NOV 2011
... said this acquisition is the first step towards increasing the ability of the bank's fee for service financial planning division to better service their 1.4 million retail customers. "We're committed to delivering a meaningful Wealth offering to our ...

AMP planners back fee for service APL

MICHAEL HOBBS  |  TUESDAY, 9 FEB 2010
... that are product directed payments to Australian Financial Services Licensees. Helmich also said the financial planning division continues to work closely with fund managers on their product disclosure statements (PDS) to ensure the network can deliver ...

Westpac FP maintains focus on senior planners

MICHAEL HOBBS  |  MONDAY, 17 AUG 2009
Westpac's financial planning division is running behind its aspirational target to recruit 200 senior financial planners over three years. Despite this setback, the group has no plans to change its umbrella strategy. Westpac Financial Planning's three ...

ING grows with self-employed advisers

COMPANY RELEASE  |  WEDNESDAY, 1 JUL 2009
ING is extending its financial planning base to include self-employed advisers. ING's financial planning division will provide self employed advisers with a succession solutions program, practice management services, access to a dedicated customer services ...