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Showing 361 - 370 of 2303 results for "Financial Planner"

Former planner charged with dishonesty

HARRISON WORLEY  |  FRIDAY, 30 NOV 2018
ASIC has charged a former financial planner with 13 dishonesty offences, for allegedly transferring SMSF funds to his own businesses. Bradley Grimm - who previously ran the now wound-up Ostrava Equities - allegedly transferred funds from the SMSFs of ...

Adviser-matching app launches

KARREN VERGARA  |  FRIDAY, 23 NOV 2018
... and planners find each other." It shows geographic location is an important decision criteria when choosing a financial planner, but not the primary one, he said. Find a Planner is slated to officially launch in June 2019 and will sit within the FPA's ...

FPA honours top advisers

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
... professionals in the industry. Perth-based Michael Carmody of Viva Wealth took out the coveted FPA Certified Financial Planner Professional of the Year Award. Wotherspoon Wealth, an Adelaide-based practice established eight years ago, won the FPA Professional ...

Code of ethics still the main game: FPA

DARREN SNYDER  |  MONDAY, 19 NOV 2018
... Commission and the association's work outside these major industry movements. This included enshrining the term financial planner and adviser - "so if consumers go to someone who calls themselves a planner or adviser, then it is known these professions ...

FASEA clarifies adviser exam rules

DARREN SNYDER  |  MONDAY, 19 NOV 2018
... given on course work undertaken to attain an industry designation (for example the FPA's five-unit Certified Financial Planner designation after 2007 or the AFA's Fellow Chartered Financial Planner designation after 2014) and the approval process ...

New degree tackles adviser education standards

KARREN VERGARA  |  FRIDAY, 16 NOV 2018
UTS Business School is introducing a new postgraduate financial planning course in 2019 to meet increased adviser demand resulting from FASEA's education standards. The Master of Financial Planning will be suitable to new entrants to the industry ...

Special Report: Hitting new ETF goals

KARREN VERGARA  |  FRIDAY, 16 NOV 2018
... potential source of arbitrage opportunities, particularly in the fixed income or credit space. Stephen Cole, a financial planner and stockbroker at advice firm Morgans, uses equity ETFs in client portfolios - but not fixed income. "We have a view that ...

Former CBA Private advisers join Wilsons

HARRISON WORLEY  |  WEDNESDAY, 14 NOV 2018
Wilsons Advisory appointed two former CBA advisers to its private wealth team. Curtis Smith and Peter Jones are set to link with the firm this month, bringing with them 30 years of experience in providing financial advice to high-net-wealth individuals. ...

Gender diversity in advice dormant

JAMIE WILLIAMSON  |  FRIDAY, 9 NOV 2018
About one-in-three financial advisers aligned with some of Australia's largest institutions are female but women still represent less than one quarter of all advisers. Latest insight from Rainmaker shows the gender diversity of Australia's financial ...

More than half of advisers without association membership

JAMIE WILLIAMSON  |  THURSDAY, 8 NOV 2018
Latest research suggests more than half of the financial advisers in Australia are not affiliated with any industry association, despite the impending professional standards reform. Rainmaker analysis shows just 12,400 of Australia's financial advisers ...