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Showing 21 - 30 of 34 results for "Advice program"

UniSuper expands advice as member demand rises

ELISE BURGESS  |  WEDNESDAY, 8 DEC 2010
UniSuper plans to expand its financial planning service next year after better-than-expected demand, with thousands of members using it to get general advice while around 700 requested tailored financial plans. UniSuper Advice, launched last December ...

Fee-for-service assist program launch

ELISE BURGESS  |  FRIDAY, 19 NOV 2010
... want full business coaching, preferring an online learning program they can use at their own pace. The Pricing Advice program is an e-learning program that includes sound files, calculators and the templates needed to build their pricing model and implement ...

AUSCOAL signs up to innergi

ELISE BURGESS  |  TUESDAY, 2 NOV 2010
AUSCOAL Super plans to ramp up its member education and advice programs through a new partnership with independent financial education company innergi. In an effort to engage their members and broaden membership education, AUSCOAL completed a series ...

More funds adopt intra-fund advice

RUTH LIEW  |  FRIDAY, 5 FEB 2010
... billion HESTA Super fund previously announced it was ready to roll out such services to its members, having had an advice program in place for three years. The legislation also enabled much shorter Statements of Advice to be written. "HESTA's limited ...

AFS appoints Elixir Consulting

COMPANY RELEASE  |  FRIDAY, 4 DEC 2009
... Australian Financial Services Group has engaged practice development firm Elixir Consulting to boost its Board of Advice program. Peter Daly, group chief executive and managing director of AFS Group, said the BoA program aims to help principals to clarify ...

HESTA ready for advice boom

COMPANY RELEASE  |  THURSDAY, 23 JUL 2009
... legislative changes - a result achieved through its existing financial advice infrastructure. HESTA has had its advice program in place for three years, but the new legislation enables much shorter Statements of Advice to be written. This will allow ...

FPA upgrades CPD program

PRESS RELEASE  |  WEDNESDAY, 25 MAR 2009
The Financial Planning Association (FPA) has enhanced the association's Continuing Professional Development (CPD) to move away from relying on the basic requirements of RG146. The improved CPD policy is a clear recognition by FPA members of the limitations ...

Olicc wins Shadforth

MICHELLE BALTAZAR  |  WEDNESDAY, 28 JAN 2009
... integrated Olicc solution. Nick Bedding, chief executive of the planning firm said the deal was part of their Best Advice program. "After a review of the providers and solutions available in the industry, we selected Olicc based on its ability to integrate ...

Farmers get free advice

MICHAEL HOBBS  |  THURSDAY, 11 DEC 2008
The Financial Planning Association of Australia's (FPA) pro bono advice program trial in the New South Wales region of Sunraysia has resulted in a dozen referrals from rural financial counsellors to financial planners just over a year. Susan Grice ...

Value of advice winners unveilled

RUTH LIEW  |  MONDAY, 24 NOV 2008
... that very well," said Walker. Moses said he was urged by his compliance manager to participate in the Value of Advice program - a decision he now doesn't regret. "There is an issue of the public perception of the value of advice of financial planning.. ...