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Showing 3661 - 3670 of 4393 results for "financial Advice"

Adviser pleads guilty to dishonest conduct

LINDA HAUSKEN  |  WEDNESDAY, 27 JUN 2012
... authorised representative of Guardian Financial Planning and an employee of Jalee Consulting Group where she provided financial advice and arranged life insurance. The case was adjourned to 6 July 2012 at the Downing Centre District Court and Heathwood ...

New accountants' licence hailed as win for affordable advice

MELANIE TIMBRELL  |  MONDAY, 25 JUN 2012
... licensing regime for accountants has been applauded by professional bodies as a step to achieving broader access to financial advice. CPA Australia chief executive officer Alex Malley said the new rules are a win for consumers wanting non-product specific ...

YBR hires EX-AFS chief

BEN COLLINS  |  MONDAY, 25 JUN 2012
Yellow Brick Road has appointed Ex-Australian Financial Services chief executive Peter Daly as head of its financial advice arm. Yellow Brick Road (YBR) said that the appointment is in line with plans to expand its financial advice capabilities, and ...

Census 2011: Australia is changing, and fast

ALEX DUNNIN  |  FRIDAY, 22 JUN 2012
... mass market, strategies for getting them into the housing market as early as possible are likely to be the best financial advice they could get. For these people, superannuation comes a distant second, no doubt explaining in large part the low engagement ...

FOFA passes as industry backs professionalism

MELANIE TIMBRELL  |  THURSDAY, 21 JUN 2012
... ensure higher standards are set for financial planners and provide further confidence for Australians seeking financial advice," Rantall said. The AFA has also announced a focus on supporting members in implementation, although president Brad Fox said ...

Older Australians delaying retirement

BEN COLLINS  |  WEDNESDAY, 20 JUN 2012
... financial losses took no action and "battened down the hatches". Of those remaining, 35% sought professional financial advice, 30% moved investments (two thirds moved to cash or conservative classes) and approximately 27% drew on savings. The study was ...

More SMSF trustees go it alone

MELANIE TIMBRELL  |  TUESDAY, 19 JUN 2012
... report came as University of Adelaide's International Centre for Financial Services (ICFS) released its latest Financial Advice Satisfaction Index with Lifeplan Funds Management, delivering findings that client satisfaction has increased. The improvement ...

RI Advice expands financial planning offer

LINDA HAUSKEN  |  THURSDAY, 14 JUN 2012
The merger of RI Advice Burnie and Devonport with Coles Financial Group has created Zenith Wealth, a new financial advice offering based in Tasmania. Grant Howe, managing director of Zenith Wealth said this merger means that Coles Financial Group's ...

HIP Super enters advice partnership

MELANIE TIMBRELL  |  TUESDAY, 12 JUN 2012
... HIP members who have moved their funds into the SMSF sector, according to Bernays. "Bridges will also provide financial advice for past HIP members who have moved into Self Managed Super Funds (SMSF) and are struggling to manage the complexity and cost ...

Former AFA president mourned

RACHEL DAVIS  |  TUESDAY, 12 JUN 2012
... benefit) policies he had put in place to protect himself and his family. "Mr Murphy will be remembered by the financial advice community as a man of great humanity, great compassion and overwhelming conviction about the value of advice and its power ...