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Showing 351 - 360 of 884 results for "Charter"

More than half fail CFA exam

KARREN VERGARA  |  FRIDAY, 9 MAR 2018
... become a member of the CFA Institute. Fewer than one-in-five candidates who begin the program will successfully earn the charter. Successful candidates take an average of four years to complete the program. "CFA Institute is committed to raising professionalism ...

ASIC bans former NAB, Westpac adviser

KARREN VERGARA  |  TUESDAY, 27 FEB 2018
... Project. One director was also banned from the financial services industry. Separately, ASIC permanently banned former Charter Financial Planning adviser Brenton John Poynter for dishonestly charging clients more than $65,000 in fees. The investigation ...

Former Charter adviser receives permanent ban

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2018
A former Charter Financial Planning adviser is permanently banned for dishonestly charging clients more than $65,000 in fees. ASIC has banned Brenton John Poynter of Baulkham Hills in NSW from providing financial services after an investigation found ...

FPEC chair steps down

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
The Financial Planning Education Council (FPEC) chair has stepped down from his post. Mark Brimble was appointed to the role in November 2013 and currently serves as a board director of the Financial Adviser Standards and Ethics Authority (FASEA). Sharon ...

AFA working to bust FASEA myths

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2018
The Association of Financial Advisers has moved to placate its membership under any belief that tertiary degrees completed more than 10 years ago will not be recognised by the Financial Adviser Standards and Ethics Authority. In a statement on its website ...

Vertically integrated institutions failing to manage conflicts of interest

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2018
... associated with a vertically integrated business model. The advice licensees reviewed by ASIC were AMP Financial Planning; Charter Financial Planning; Millennium 3 Financial Services; ANZ Financial Planning; Count Financial; Commonwealth Financial Planning ...

Former Macquarie executive director joins listed property firm

ALEX BURKE  |  THURSDAY, 18 JAN 2018
... London and Sydney. He was also the chief executive of the Shopping Centre Council of Australia and chief executive of the Charter Hall Retail REIT. Sewell replaces long-serving managing director Frank Wolf, who joined Abacus in 1996 and took on the lead ...

CFA Australia recruits industry veterans

KARREN VERGARA  |  TUESDAY, 16 JAN 2018
CFA Societies Australia appointed investment management veterans Maria Wilton and Stephen Dunne to chair its diversity and advocacy bodies respectively. Wilton is the new chair of CFA Societies Australia's National Diversity Committee, a body aiming ...

VFMC appoints former Franklin Templeton MD

DARREN SNYDER  |  THURSDAY, 11 JAN 2018
Former managing director and chair of Franklin Templeton Investments Australia, Maria Wilton, is joining the board of Victorian Funds Management Corporation. VFMC chair James MacKenzie announced the appointment yesterday and said Wilton would deepen ...

Charter Hall, ISPT boost property portfolios

JAMIE WILLIAMSON  |  WEDNESDAY, 10 JAN 2018
Charter Hall will build a $200 million office tower in Melbourne's CBD following receipt of development approval from the Victorian Government. The Charter Hall Office Trust received approval for a new 22-storey office tower at 140 Lonsdale Street which ...