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| | ... firm's investment management capabilities and its commitment to better deliver financial solutions, Lifespan Financial Planning said. Ian Holliday has been appointed head of research and managed accounts, bringing over 25 years of experience to the ... |
| | | ... the existing universities offering financial advice education. "It will be important to confirm that existing financial planning courses will remain approved in the new world and that these existing programs remain an important pathway for new entrants ... |
| | | ... transformation. "Melissa is a highly respected leader with more than 25 years' experience spanning insurance, financial planning, superannuation and asset management," MLC Life chief executive Kent Griffin said. "Since joining MLC Life Insurance, Melissa ... |
| | | Rebecca Scarrabelotti, formerly of Morgans Financial, has opened an independent financial planning boutique - Brisbane Independent Financial Advisory. Scarrabelotti's clients at her new advice practice are typically affluent and over 50. "They [my ... |
| | | ... with Teaminvest Private Group (TIP) to launch the Succession Lending Fund. It also took a 20% stake in Melican Financial Planning and added Murdoch Private Wealth to its licence. Melican provides accounting, mortgage broking, SMSF, and financial advice ... |
| | | ... material. Cubilla, who was recently an authorised representative of Havana Financial Services and before that, AMP Financial Planning, is barred from working in or controlling a financial services business. He's also unable to engage in credit activities ... |
| | | ... imposed upon the realisation of a capital gain. "The abrupt and severe nature of these demands can disrupt financial planning across various sectors, placing undue strain on individuals and businesses unprepared for such drastic measures." |
| | | ... Wealth and Personal Financial Services, as well as the recently transitioned AMP licensees. These include AMP Financial Planning, Charter Financial Planning, Hillross, and Jigsaw Advice Solutions. In all, it has about 1300 financial advisers on its books. ... |
| | | ... appointed a new chief executive. Jim DeCarlo has stepped into the role at the firm, which specialises in strategic financial planning, bespoke portfolio management, and family office services. DeCarlo has over three decades of experience working globally ... |
| | | ... Arthur J. Gallagher's direction moving forward. Details of the transaction were not disclosed. WMP is a financial planning firm specialising in retirement plan risk management for individuals and corporate clients, and the acquisition will further ... |
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