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Showing 21 - 30 of 116 results for "Financial Planning Services"

Queensland bank sells planning business

DARREN SNYDER  |  MONDAY, 19 DEC 2016
... with more than 60 Heritage Bank branches across Queensland. He said Bridges' experience in providing financial planning services to the customer-owned banking sector and knowledge of this sector's principles "was very important to Heritage when considering ...

Advisers optimistic amid challenges

KERRIE SYDEE  |  THURSDAY, 27 OCT 2016
... acute difference between those who have successfully transitioned to a business model based on broad financial planning services, and those who primarily base their value on selecting investments for their clients," Willis said. "The report clearly shows ...

Super funds extend support to local communities

KERRIE SYDEE  |  TUESDAY, 6 SEP 2016
... all of our members and clients have access to financial advice. "Shiona's role will see her provide financial planning services and advice to Energy Super members and ESI Financial Services clients in North and Far North Queensland. She will be based ...

Trust ahead of returns for member retention

MARK SMITH  |  THURSDAY, 21 JUL 2016
... conditions for funds and their members, which is why we are continuing to prioritise development of our financial planning services and a CRM platform to enable closer, more personal and regular connection with members," he said. "The most important ...

VFMC appoints risk manager from AIA

ALEX BURKE  |  WEDNESDAY, 1 JUN 2016
... of compliance manager at AIA from March 2013. Prior to that, he was a senior compliance manager at Financial Planning Services Australia, a senior compliance manager at Asgard Wealth Solutions and a professional standards officer at the Financial Planning ...

Research places State Super on top

KERRIE SYDEE  |  THURSDAY, 12 MAY 2016
... our members. StatePlus achieved a mean satisfaction score of 8.6, compared with a result of 6.7 for financial planning services provided by other superannuation funds. "Furthermore, the results showed that our administrator, Pillar Administration, provides ...

Fortnum picks up award winning practice

KERRIE SYDEE  |  TUESDAY, 10 MAY 2016
... the sharing of ideas and experiences across our network which now also includes our new subsidiary, Financial Planning Services Australia." Dawkins described Fortnum as the "standout" licensee, after a "very disruptive" period following Guardian's exit ...

Focus Financial expands into Australia

KERRIE SYDEE  |  MONDAY, 9 MAY 2016
... client-centric model make it a natural fit for Focus. With the firm's scale of business and their holistic financial planning services, we believe that MW Lomax will act as an attractive platform to consolidate the fragmented planning and accounting ...

CPA granted AFSL

KERRIE SYDEE  |  MONDAY, 18 APR 2016
... 230, the accounting profession's standard for members engaged in the provision of quality and ethical financial planning services."

Adviser pleads guilty following ASIC sting

ALEX BURKE  |  FRIDAY, 15 JAN 2016
... 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 margin ...