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Showing 331 - 340 of 2302 results for "Financial Planner"

Remediation to hit Westpac earnings

HARRISON WORLEY  |  MONDAY, 25 MAR 2019
Westpac's cash earnings in the first half of the year will be hit by $260 million in remediation payments. The bank today confirmed the amount could still rise, with the $260 million provision not yet inclusive of any allowance for refunds to customers ...

FPA launches FASEA policy, education hub

JAMIE WILLIAMSON  |  THURSDAY, 7 MAR 2019
... comparison of the credits each provider will allocate to members who have completed the five-unit Certified Financial Planner designation. A study guide comprising recommended reading lists, study and time management tips, and academic writing and referencing ...

Financial advisers evolving as wealth managers: Report

KARREN VERGARA  |  MONDAY, 4 MAR 2019
Financial planners are increasingly repositioning themselves as asset allocators instead of stock pickers, according to Investment Trends. The research firm's survey of nearly 1000 financial planners and stockbrokers found about one in four (25%) ...

FPA disciplines two members

HARRISON WORLEY  |  MONDAY, 4 MAR 2019
... Bainbridge of Gold Financial Services - whose licensee is Securitor Financial Group - has had her membership and Financial Planner AFP designation suspended for six months after a former client made a complaint in November 2017. The CRC found Bainbridge ...

Platform acquisition boosts Bell Financial results

KARREN VERGARA  |  THURSDAY, 21 FEB 2019
Bell Financial Group's large platform acquisition helped boost its full-year results to December 2018. The stockbroking, investment and financial advisory firm saw revenue increase 7% to $220 million year on year. The majority of revenue was generated ...

Royal Commission to disrupt product distribution: Roy Morgan

JAMIE WILLIAMSON  |  WEDNESDAY, 13 FEB 2019
Financial product distribution is likely to be disrupted as the Federal Government looks to implement the recommendations of the Royal Commission's final report. Latest insights from Roy Morgan show intermediaries account for the distribution of about ...

QSuper hires head of employers

KANIKA SOOD  |  WEDNESDAY, 13 FEB 2019
... Super's general manager, growth for four years where he led a team of 16 business development managers and managed financial planner relationships. He has previously worked in corporate super roles at Rest and ING. Media super hasn't appointed ...

FASEA confirms code of ethics standard

HARRISON WORLEY  |  TUESDAY, 12 FEB 2019
Following a period of consultation, the code of ethics set to govern the behaviour of financial planners and advisers from next year has been confirmed. On Monday, FASEA released the legislative instrument and explanatory statement of its code of ethics ...

Synchron renews calls on risk advice separation

KANIKA SOOD  |  FRIDAY, 1 FEB 2019
Synchron director Don Trapnell is sticking by his long-held view that if risk advice and financial advice are not separated, dedicated risk advisers will exit the industry in droves. "Australians need access to both life insurance advisers and financial ...

Franklin Templeton appoints head of retail

HARRISON WORLEY  |  FRIDAY, 25 JAN 2019
... spans more than 20 years, and includes sales stints at Vanguard and Citi, in addition to ANZ, where he was a financial planner.