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Showing 371 - 380 of 2302 results for "Financial Planner"

Infrastructure manager grows local team

KANIKA SOOD  |  MONDAY, 22 OCT 2018
A global infrastructure manager has hired from Clearview and Powerwrap as it expands its Australian team. RARE infrastructure has hired Hamish Bell to support its distribution team with investment and technical sales expertise. In his most recent role ...

FPA appoints new chair, director

KANIKA SOOD  |  FRIDAY, 12 OCT 2018
... Outgoing FPA chair Kendall ticked off two long-term milestones for the profession - the enshrinement of the terms 'financial planner' and 'financial adviser' in law, and the recognition of financial planners as signatories for Commonwealth statutory ...

You got me at like: Advisers tap social to retain clients

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
Social-savvy financial advisers share their winning strategies at the AFA conference. Sam Robinson from Pursue Wealth, Nicole Heales from Nicole Heales Financial and Glen James from Fortify Financial have one thing in common: they are all certified ...

Can Hollywood turn advice mainstream?

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
... with around 90% of the adult population without a financial adviser. According to Rainmaker Research titled Financial planner customer usage rates published in June this year, around two million Australians have a financial adviser, accounting for just ...

Random questions forge deep connections

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
... network that's beyond your business, your licensee, your region, a network that spans across the nation," he says. Financial planner and first time conference attendee Regina Taarnby agreed, adding she expects the conference will help her connect with ...

FPA award finalists named

JAMIE WILLIAMSON  |  THURSDAY, 4 OCT 2018
... awards, to be presented at its annual Professionals Congress in November. Vying for the title of FPA Certified Financial Planner Professional of the Year is Michael Carmody of Viva Wealth; James McFall of Yield Financial Planning; and VISIS Private Wealth's ...

ASIC appeal convicts former CBA planner

KARREN VERGARA  |  THURSDAY, 4 OCT 2018
ASIC has successfully helped convict a former CBA financial planner on appeal. ASIC, together with the Commonwealth Director of Public Prosecutions (CDPP), appealed the sentence of former Commonwealth Financial Planning adviser Ricky David Gillespie. ...

ASIC offers fee relief to drought-affected farmers

HARRISON WORLEY  |  TUESDAY, 2 OCT 2018
... farmers have turned to financial advisers to help deal with the impact to their finances. According to Rockhampton financial planner Rory Condon, about half of his firm's 1500-strong client base are from farming families and most are beef cattle ...

StatePlus general manager departs

JAMIE WILLIAMSON  |  TUESDAY, 2 OCT 2018
... Allocated Pension Fund. Clients in these products pay an annual product fee which entitles them to meet with a financial planner for an annual review, but StatePlus has acknowledged that some clients were not contacted to schedule their review and may ...

Zurich helps advisers quantify cost of care

KARREN VERGARA  |  MONDAY, 1 OCT 2018
Latest research from Zurich is helping financial advisers quantify the cost of healthcare when providing insurance advice. The cost of care whitepaper debunks the mentality that Australia is "bulletproof" and that the social and healthcare system will ...