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Showing 11 - 17 of 17 results for "Planning Partners"

Advice firm creates aged care subsidiary

JAMIE WILLIAMSON  |  FRIDAY, 13 JAN 2017
... is launching a subsidiary business assisting the elderly transition into aged care. Gold Coast-based Wealth Planning Partners has established Trusted Aged Care Services to provide a suite of services to families to assist in the transitioning of elderly ...

AFA award shines spotlight on women in financial advice

MICHELLE BALTAZAR  |  MONDAY, 10 OCT 2016
... to showcase their skills and expertise in the field. It was a tight contest. Other finalists included Wealth Planning Partners director and financial adviser Amanda Cassar, a well-known advocate for women who run their own small business; and Lea Schodel ...

AFA Adviser of the Year finalists announced

ALEX BURKE  |  WEDNESDAY, 14 SEP 2016
... Services and Navwealth Financial Group, and the finalists for the Female Excellence in Advice Award are Wealth Planning Partners director Amanda Cassar, MHP Private Wealth adviser Leo Schodel, Peters McKeown director Patricia Peters, Caboodle Financial ...

FoFA opt-in to cause advisers biggest headache

JAMES FERNYHOUGH  |  THURSDAY, 20 NOV 2014
... requirement to regularly ask clients to resign their contracts, known as the opt-in requirement. Martin McIntosh of Planning Partners, an adviser who runs his own AFSL, told Financial Standard: "It's a little frustrating that we need to reconsider our ...

Liam Shorte named FS Smileys Scholar of the Year

ALICE URIBE  |  FRIDAY, 14 NOV 2014
... Financial Michal Bodi, partner, Sydney Financial Planning @MichalBodi Amanda Cassar, advisor director, Wealth Planning Partners @FinanceChicks Steve Crawford, owner & senior wealth adviser, Experience Wealth @SteveCrawford78 Brett Evans, managing director ...

Financial Standard unveils Digital Dozen in social media

STAFF WRITER  |  FRIDAY, 31 OCT 2014
The 2014 finalists of the Financial Standard Social Media Influence, Leadership + Excellence Scholarship (or "the Smileys"), sponsored by Zurich and IRESS were announced today ahead of the awarding of the Scholarship in Sydney on Tuesday 13th November. ...

AustralianSuper new player in advice industry

ELISE BURGESS  |  FRIDAY, 29 APR 2011
... has 1.75 million members, has already received expressions of interest from members in the services of the new planning partners and at first glance, it looks as if this deal aims to make super a key focus of investment advice, opening up super members ...
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