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Showing 321 - 330 of 2302 results for "Financial Planner"

ANZ changes advice model, cuts Prime Access

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2019
The big four bank announced it will change the way it provides ongoing financial advice to customers via ANZ Financial Planning. As of today, the Prime Access financial advice service will no longer be offered to new customers and will be phased out ...

Industry fund fined over independent advice claims

KARREN VERGARA  |  THURSDAY, 9 MAY 2019
... telephone message referred to a free consultation available to members with an Industry Fund Services licensed financial planner from about July 2016 to late March 2018. It then referred to the advice as "independent." ASIC investigated whether the telephone ...

Financial advice drags BTFG results

KARREN VERGARA  |  MONDAY, 6 MAY 2019
BT Financial Group has farewelled a number of its advisers over the last six months as the group continues to offload its loss-making financial advice arm, its latest interim results show. BTFG has reduced its financial planning workforce by about 28% ...

Advisers agree on fair salary: Poll

KARREN VERGARA  |  MONDAY, 6 MAY 2019
... and less than two years in their current role is between $65,000 and $90,000. The median pay for a Certified Financial Planner in Sydney is $98,000, according to salary comparison website PayScale. Job search site Indeed estimates the average salary ...

Advisers loyal to XPLAN: Report

KARREN VERGARA  |  WEDNESDAY, 17 APR 2019
XPLAN continues to be the top application of choice for financial advisers for the 12th consecutive year. This is according to the latest Investment Trends Planning Software Benchmarking Report, which showed XPLAN blitzed 29 of 34 categories. Other ...

Financial adviser salaries revealed

JAMIE WILLIAMSON  |  THURSDAY, 11 APR 2019
... retaining healthy compliance ratings, Kaizen said. According to PayScale, the median salary for a Certified Financial Planner in Sydney is $98,000. Job search site Indeed estimates the average salary for a financial adviser Australia-wide is $85,453. ...

Platform provider wins mandate

KANIKA SOOD  |  WEDNESDAY, 10 APR 2019
An ASX-listed platform provider has won a mandate from a wealth firm for a new managed discretionary account service. Managed Accounts Holdings will work with First Point Wealth Management to set up an MDA service. The move comes as First Point Wealth ...

FASEA welcomes new directors

HARRISON WORLEY  |  MONDAY, 8 APR 2019
... advice and investment management firm Crystal Wealth Partners. Previously, she spent time at St George Bank as a financial planner, before a seven-year stint as a principal of investment advice at Yellow Brick Road. Prior to joining Crystal Wealth, Lakomy ...

CPD policy publication deadline looms

KARREN VERGARA  |  THURSDAY, 28 MAR 2019
... FASEA recently announced that advisers with the Financial Planning Association of Australia's Certified Financial Planner (CFP) accreditation are eligible for two credits in recognition of prior learning.

FASEA confirms CFP recognition

HARRISON WORLEY  |  TUESDAY, 26 MAR 2019
... Financial Adviser Standards and Ethics Authority will recognise those financial advisers holding a Certified Financial Planner accreditation. On Monday, FASEA confirmed those who have completed the Financial Planning Association of Australia's Certified ...