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Showing 21 - 30 of 40 results for "AS Financial Planning"

Government boosts ASIC with $127m package

ALEX BURKE  |  WEDNESDAY, 20 APR 2016
... Medcraft welcomed the news, saying: "This will enable further surveillance and enforcement in areas such as financial planning, responsible lending, life insurance, and misconduct and breach reporting. It will also allow us to build our technological ...

Retention key driver behind planner salary increases

KERRIE SYDEE  |  WEDNESDAY, 6 APR 2016
... that there is more emphasis being placed on employees having high level technological skills and experience as financial planning practices refine their client communications strategies. Employees and candidates with requisite skills and experience will ...

Adviser pleads guilty following ASIC sting

ALEX BURKE  |  FRIDAY, 15 JAN 2016
... following an ASIC investigation. Darren Wise was a former representative for a practice known at the time as Financial Planning Services. From 2000 until 2008, he owned the company. Wise conceded he had, between October 1997 and March 2006, created six ...

Advice M&A deals boom after years of stagnation

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
... grandfathering provision in the Future of Financial Advice (FoFA) legislation meant that all M&A activity stalled. "As financial planning businesses, we have been operating in a market that has been in suspense," he said. However, in December 2014 the ...

A sobering lesson from a social move gone wrong

LAURA MILLAN  |  WEDNESDAY, 1 JUL 2015
The sacking of a financial adviser after he posted anti-Semitic comments on Twitter shows how social media can make or break an adviser's reputation - and career. Verante Financial Planning director Liam Shorte and his employees follow a strict social ...

Separate risk advisers from other planners: Synchron

LAURA MILLAN  |  THURSDAY, 29 JAN 2015
... planners, Synchron director Don Trapnell argued. "For some reason, risk products continue to be linked together as financial planning products rather than insurance products. I do genuinely believe there is a strong case for separating the two," Trapnell ...

Libertas FP to offer SMA portfolios

STAFF WRITER  |  WEDNESDAY, 12 NOV 2014
Independent firm Libertas Financial Planning has added Bellmont Securities separately managed accounts (SMA) to its approved product list. The offering includes the Bellmont Core Equities Portfolio, which is a blue-chip equities portfolio, giving investors ...

One-stop-shop firms surge to gain scale against big instos

LAURA MILLAN  |  THURSDAY, 12 DEC 2013
The number of partnerships and mergers between financial planning and accountancy firms is increasing as independent businesses brace to gain scale against the big institutionally-aligned groups. Industry concentration in the past years has strengthened ...

FPSA makes senior appointment

JAMES FERNYHOUGH  |  FRIDAY, 17 MAY 2013
netwealth has appointed of Lisa Faferko as Financial Planning Services Australia (FPSA) head of licensee operations. In March this year FPSA came under the umbrella of netwealth Advice Group, alongside Pathway Licensee Services and Bridgeport Financial ...

NAB expands Financial Planning team

LINDA HAUSKEN  |  MONDAY, 28 MAY 2012
MLC has named Paul Fog as Financial Planning general manager of National Australia Bank in an internal appointment. Fog will be based in Melbourne and will assume the responsibility for running NAB's salaried advice network. Fog has been acting in the ...