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Showing 341 - 350 of 2302 results for "Financial Planner"

ASIC bans former NAB, CBA advisers

JAMIE WILLIAMSON  |  THURSDAY, 24 JAN 2019
... licensed by GWM Adviser Services and later Interprac Financial Planning. An investigation found Nguyen, a Certified Financial Planner, had backdated advice documents to clients and incorrectly witnessed binding nomination of beneficiary forms. He also ...

Advice dealer group seeks ASX listing

JAMIE WILLIAMSON  |  THURSDAY, 24 JAN 2019
A financial advice dealer group is looking to list on the ASX this year, kicking off a $10 million IPO to make it happen. AD Capital Group has set its sights on listing later this year as part of an ongoing strategy to become one of Australia's ...

Copia hires from Zenith

KANIKA SOOD  |  WEDNESDAY, 23 JAN 2019
A Melbourne multi-boutique has snapped up Zenith Investment Partners' former marketing and communications manager as it builds its team. Anthony Pesutto has joined Copia Investment Partners as general manager for marketing, in a full-time role. Pesutto ...

Advice firm hires from Macquarie Private Wealth

KANIKA SOOD  |  TUESDAY, 22 JAN 2019
... the vision I have for how to provide the best possible service to clients," Grifa said. Picone is a certified financial planner while Weir is an investment specialist who has previously worked in law and stockbroking.

Advice dealer group, fintech align

JAMIE WILLIAMSON  |  MONDAY, 7 JAN 2019
A national financial advice licensee partnered with an innovative investment platform. Advisers licensed by Elders Financial Planning can now access Cashwerkz, a term deposit administration service and cash management platform. Advice clients can access ...

AustralianSuper members exposed to security breach

KARREN VERGARA  |  TUESDAY, 1 JAN 2019
The accounts of about 11,000 AustralianSuper members have been the target of a security breach. Australia's largest superannuation fund, with about 2.2 million members, said it has detected the "unauthorised access," which occurred earlier this ...

FASEA releases professional year standard

HARRISON WORLEY  |  FRIDAY, 21 DEC 2018
... of work activities and an additional 100 hours of structured training before becoming known as a provisional financial planner or adviser. On Thursday FASEA registered the legislative instrument for its Work and Training (Professional Year) standard ...

Super fund and advice group create alliance

DARREN SNYDER  |  THURSDAY, 20 DEC 2018
An $8 billion industry superannuation fund recently established a partnership with a national financial planning group to expand its advice service to members. Statewide Super and Elders Financial Planning have formed the alliance to expand the super ...

Advice associations combine for code monitoring

DARREN SNYDER  |  TUESDAY, 18 DEC 2018
A co-operative of financial planning and advice associations have agreed to deliver one code monitoring solution across their respective memberships as part of the wider commitment to lift ethical and professional standards. Signifying a rare moment ...

Bonds reward equity investors seeking refuge

KARREN VERGARA  |  MONDAY, 17 DEC 2018
... the future due to weakening economic conditions, so it has a pretty good record in this regard." From Morgans financial planner and stockbroker Stephen Cole' point of view, the market appears to be intimating that economic conditions will be weaker ...