Search Results | Showing 321 - 330 of 4375 results for "Financial advice" |
| | | ... the appointment of Adam Philippe, who joins as distribution director to manage the fund's relationship with financial advice practices in regional Australia. Before joining GCQ, Philippe was chief operating officer at Roc Partners and spent thirteen ... |
| | | | ... licensed through Interprac Financial Planning. He is the director of Venture Egg Financial Services and United Financial Advice, which trade as Venture Egg and Financial Services Group Australia. Merhi was one of the financial advisers that recommended ... |
| | | | ... investments in the financial services sector include the acquisition of NAB Private Wealth Hong Kong in 2016 and former financial advice group Grant Thornton Private Wealth. It launched its Australian financial services business in the lead up to the ... |
| | | | ... sector, and I'm excited to be part of that and make a meaningful contribution going forward," Blackledge said. "The financial advice sector has transformed over the last 5-7 years, with the exit of the banks and the larger institutions and the rise of ... |
| | | | ... mean that they can't." CFS Superannuation chief executive Kelly Power agrees with Powe's suggestion on seeking financial advice, claiming those who receive advice are "twice as likely" to reach their retirement goals. "The cost of living has shaken confidence ... |
| | | | ... insurance, investments, and retirement options. The $149 billion industry fund said the partnership expands its financial advice offering to the "missing middle" of members who wouldn't ordinarily seek advice. UniSuper head of advice and education Andrew ... |
| | | | ... Resort (CSLR) levy could potentially catapult to $123 million in the 2027 financial year, new estimates from the Financial Advice Association of Australia (FAAA) shows. Following the bombshell that the 2026 CSLR levy estimate has blown out to $70 million ... |
| | | | ... to addressing some problems, more work needs to be done. Briggs pointed to an FSC survey of 29 superannuation, financial advice licensees, and funds management members, which found that each minor breach reported to ASIC costs $3800 in documentation ... |
| | | | ... Class Benchmark Report has indicated that 70% of SMSFs are unadvised as the gap between supply and demand for financial advice continues to grow. "We also know the number of trustees accessing financial advice has stayed relatively stable over the past ... |
| | | | ... template for a category of clients and with a couple of clicks, generate all the fee consents forms, he said. Financial Advice Association Australia (FAAA) general manager of policy, advocacy and standards Phil Anderson recently told Financial Standard ... |
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