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Showing 381 - 390 of 2302 results for "Financial Planner"

Dishonest advice fees dent Westpac earnings

JAMIE WILLIAMSON  |  FRIDAY, 28 SEP 2018
Westpac's cash earnings for 2018 will take a $235 million hit due to ongoing remediation to financial advice customers. The institution is estimating its full-year cash earnings will be reduced significantly as a result of provisions set aside for compensation ...

Super funds call for grandfathering ban

KARREN VERGARA  |  THURSDAY, 27 SEP 2018
Superannuation funds are rallying to see an end to grandfathered commissions and for the regulator to impose stronger sanctions on those that fail to act in the best interests of members. In its submission to the financial services Royal Commission ...

Financial planning needs more women: FPA

HARRISON WORLEY  |  MONDAY, 24 SEP 2018
The Financial Planning Association of Australia (FPA) is calling for greater gender balance in financial planning, citing increased consumer demand for female planners. In a release, the association said the proportion of women in financial planning ...

FPA appoints former ASFA adviser

KANIKA SOOD  |  THURSDAY, 20 SEP 2018
The Financial Planning Association of Australia has snapped up an Association of Superannuation Funds of Australia senior policy adviser to fill a newly-created role. The FPA has created the role of professional practice manager to focus on the association's ...

Advisers granted stat dec authorisation

JAMIE WILLIAMSON  |  WEDNESDAY, 19 SEP 2018
... required to finalise and implement a financial plan. "This change follows on from the enshrinement of the terms financial planner/adviser in law. Another sign that the occupation of financial planning is being recognised as a profession," De Gori added. ...

FASEA busts dishonest education providers

JAMIE WILLIAMSON  |  FRIDAY, 14 SEP 2018
... component and replace it with a tailored CPD program. In relation to reference terms, the FPA believes Supervised Financial Planner/Adviser and Professional Year Financial Planner/Adviser would be more suitable than the proposed Provisional Financial ...

Industry fund names member services lead

JAMIE WILLIAMSON  |  FRIDAY, 14 SEP 2018
... manager since July 2017. He originally joined Rest in 2014 as member relationship manager. He is also a former financial planner, having worked at Link and BT Financial Group.

CommInsure misled FOS: Royal Commission

KARREN VERGARA  |  THURSDAY, 13 SEP 2018
CommInsure admitted it misled the Financial Ombudsman Service that was helping resolve a claimant's dispute by deliberately withholding medical information and delaying the process, the Royal Commission heard yesterday afternoon. Counsel assisting ...

BTFG faces possible union action

JAMIE WILLIAMSON  |  WEDNESDAY, 12 SEP 2018
... offering with a view to discontinuing the Virtual Advice offering. It would also see the removal of the Advanced Financial Planner role for those operating outside of BTFG's Partnerships business. According to FSU communications to BT staff, such ...

How much your advice business will be worth in 2023

KANIKA SOOD  |  TUESDAY, 11 SEP 2018
... currently," Association of Independently Owned Financial Professionals (AIOFP) chair Adrian Raftery said - a former financial planner and who works at Deakin University's Business School as a director of professional and executive execution. Raftery ...