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Showing 21 - 30 of 2301 results for "Financial Planner"

AUSIEX to acquire FIIG Securities

ELIZA BAVIN  |  THURSDAY, 1 MAY 2025
... powered by AUSIEX platform. It has private clients, and we see room to add relationships in the intermediary - financial planner - and insto space and - over the long-term - retail customers." AUSIEX will aim to reduce the minimum parcel size for bond ...

David Paradice hires from Betashares

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
Two Betahares sales staffers have departed the exchange-traded fund provider to take up a role with David Paradice. Christopher Yates, Betashares New South Wales state manager for the adviser business, has been appointed head of wholesale distribution ...

Civitas appoints new business partner

ANDREW MCKEAN  |  FRIDAY, 31 JAN 2025
Civitas Services Australia, a financial services provider that helps individuals and firms obtain and manage their Australian Financial Services Licence (AFSL), has appointed a new business partner. The new hire, James McCowan, who's based in Brisbane ...

BlackRock's Chantal Giles expands role

ELIZABETH FRY  |  THURSDAY, 30 JAN 2025
... its superannuation fund relationships. Before joining BlackRock, she was employed with Financial Wisdom as a financial planner, assisting clients with their investment manager decisions and wealth creation strategies.

The highest paying jobs in financial services: Data

ELIZA BAVIN  |  THURSDAY, 16 JAN 2025
There is a high demand for financial services professionals in Australia, according to the 2025 Robert Walters Salary Survey. The three roles employers are most eager to fill are operations analysts, investment analysts and credit analysts, the survey ...

Rest nabs culture leader from Aware

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... and held leadership, learning and development roles at the Commonwealth Bank. Matthews began her career as a financial planner. For her part, Ghosn has over 20 years' experience leading people initiatives in several sectors, including engineering ...

Super funds should focus on 'simple' advice: Jones

ELIZA BAVIN  |  FRIDAY, 6 DEC 2024
... to be determined, however there are calls for the title to steer clear of the terms 'financial adviser' or 'financial planner'. When questioned on the concerns around how those super fund-aligned advisers will maintain independence, Jones said the lack ...

Treasury gives Tranche 2 reform package preview

JAMIE WILLIAMSON  |  WEDNESDAY, 4 DEC 2024
... of advisers will actually be called, with the FAAA saying the name should not include 'financial adviser' or 'financial planner'. The association said it is also curious about how the scope of advice of the new class will play out in relation to retirement ...

FAAA celebrates adviser excellence

MATTHEW WAI  |  FRIDAY, 29 NOV 2024
... Presented as part of the annual FAAA Congress, the awards presented included Adviser of the Year, Certified Financial Planner Professional of the Year, Professional Practice of the Year, the Inspire Women Excellence in Advice Award, Gen Next Rising Star ...

'But for' compensation methodology unfair: FAAA

KARREN VERGARA  |  FRIDAY, 29 NOV 2024
The methodology used to calculate compensation for victims of bad financial advice appears to factor in 'opportunity costs' and has drawn the ire of advisers, calling it "unfair" and "unsustainable" for the industry. The "but for" methodology ...