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Showing 11 - 20 of 112 results for "Paraplanner"

Former adviser jailed for nine years

KARREN VERGARA  |  MONDAY, 24 APR 2023
... their lives, and he seriously abused their generosity, hospitality and trust." Fineff joined Sentinel in 2010 as a paraplanner and after three years became a financial adviser. At one point, he managed 120 clients. "Financial advisers at Sentinel were ...

Mixed outlook for paraplanning: Study

ANDREW MCKEAN  |  FRIDAY, 20 JAN 2023
... the paraplanning sector in the past 12 months, however there's still no telling where the industry is going. The Paraplanner Hub and Tanngo's Australian Paraplanner Survey 2022 shows the majority of paraplanners (82%) have spent more than four ...

Paraplanners happy to stay put: Survey

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
According to the Paraplanner Hub and Tanngo's Australian Paraplanner Survey 2022, less and less paraplanners (80%) are wanting to become financial advisers. Paraplanners don't want to move into advising because they don't want to be in client ...

Adviser salaries to jump in 2023: Experts

CASSANDRA BALDINI  |  WEDNESDAY, 11 JAN 2023
It's no secret that Australia has a shrinking pool of financial advisers but 2023 could be a lucrative year for those left in the game. According to Kaizen Recruitment, adviser salary guides have increased year on year by around 16%. "A senior adviser ...

Fin365 undertakes strategic mergers

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2023
Software provider Fin365 is enhancing its capabilities by merging with two other financial services companies, appointing a head of technology services in the process. Fin365 will merge with Optimised Financial Planning Solutions (OFPS) and SMSF Paraplanners ...

Padua amplifies research capabilities

CHLOE WALKER  |  TUESDAY, 27 SEP 2022
... analyst. With over a decade of experience in both public and private sectors, Brown joins Padua following five years as a paraplanner. Prior to that, she worked as a senior financial adviser at Westpac Financial Planning. In her new role, Melbourne-based ...

FPA Congress a chance to 'reunite, reset'

CHLOE WALKER  |  FRIDAY, 16 SEP 2022
... sessions across the two days, there is something for everyone within the profession, whether you're a principal, a paraplanner, an aged care specialist or an SMSF adviser." FPA and AFA members are encouraged to register to the event before September ...

Adviser exits fuel salary increases

JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2022
... who are career paraplanners. Xplan experience continues to be the forefront of requirements for client services and paraplanner positions," Kaizen said. "Client services salaries have been increasing due to compliance increases and it is being seen as ...

Padua appoints head of technical advice

CHLOE WALKER  |  WEDNESDAY, 8 JUN 2022
... technical services and intermediated life risk sales strategies. Prior to a career in technical services, Haddad was a paraplanner at ANZ. Haddad's appointment follows that of Kun Singh who was appointed to the newly created role of head of marketing ...

Most paraplanners will not become financial advisers

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
... paraplanners do not intend to pursue a career as a financial adviser, a new report reveals. Fintech Tanngo, together with The Paraplanner Hub, found that almost three quarters of paraplanners (72%) see their role as a career in the industry and not as ...

Editor's Choice

Invesco launches new equity fund

ELIZA BAVIN
Invesco said the new fund will give Australian investors access to a systematic global equity strategy with a 20-year track record.

FCA pursues Neil Woodford again

KARREN VERGARA
The Financial Conduct Authority (FCA) is going after failed fund manager Neil Woodford again, this time for allegedly providing unauthorised investment advice via W4.0, his Dubai-based investment platform.

Former APRA deputy chair launches retirement solutions startup

KARREN VERGARA
A former APRA deputy chair has launched CipherIQ, a new venture that provides retirement solutions via account-based pensions in partnership with superannuation funds, financial advisers and retirees.

Global X launches space tech ETF

MATTHEW WAI
Global X has now launched the space tech ETF (ASX: MOON).

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