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Showing 21 - 28 of 28 results for "Qualified Advisers"

CBA advice compensation bill balloons

KARREN VERGARA  |  WEDNESDAY, 24 JAN 2018
... customer files," ASIC said. CBA said it contacted more than 4300 customers to offer independent reviews from qualified advisers such as lawyers or accountants, in relation to the advice received. Licensees are reimbursing about $5000 (plus GST) in fees. ...

AMP lifts minimum adviser standards

LAURA MILLAN  |  THURSDAY, 21 AUG 2014
... fees and compensate for losses. It will be chaired by an independent representative and will comprise highly qualified advisers and AMP chief customer officer Paul Sainsbury. The group will develop a broad-ranging ethics and responsible decision-making ...

CBA unveils tougher adviser standards

LAURA MILLAN  |  MONDAY, 14 JUL 2014
... exclusive interview. CBA will ask its advisers to hold tertiary qualifications: "we want to move to have degree qualified advisers and we'll need to have a transition period for that," Perkovic said. She added: "we will want our advisers to be part of ...

Wealthtrac launches SMSF smartphone app

ALEX DUNNIN  |  THURSDAY, 10 OCT 2013
... and strategic advice will be what defines the SMSF advice industry in the future. "We believe what will set qualified advisers apart from the spruikers is education and the ability to deliver advice on complex areas such as estate planning, contribution ...

Aust advisers to get dual Aust-NZ recognition

LINDA HAUSKEN  |  MONDAY, 2 JUL 2012
... implementation of these mutual recognition arrangements across the Tasman. FMA has granted an exemption for Australian qualified advisers allowing them to apply to be authorised financial advisers (AFAs) in New Zealand based on their existing Australian ...

Accountants attack planners over naming rights

ALISON BEVEGE  |  THURSDAY, 21 APR 2011
... professionals out of providing financial advice. "(Its) nothing more than a cover to exclude other equally qualified advisers such as accountants and lawyers," said Andrew Conway, chief executive of the NIA. Conway said "financial planning" could not ...

Adviser recruitment plagues super funds

RUTH LIEW  |  THURSDAY, 12 NOV 2009
... the major hurdles facing super funds in the post intra-fund advice relief era is attracting and maintaining qualified advisers, said an industry expert. David Anderson, business leader of Mercer's outsourcing business for Asia Pacific, told an ASFA conference ...

Coin to underpin Wealthsure

HAMISH MADDEN  |  TUESDAY, 25 JUL 2006
... approval from Wealthsure. "We are looking forward to a long and productive relationship providing these highly qualified advisers with the most up-to-date software solutions for their business." Customised training for Wealthsure planners in using the ...
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