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Showing 21 - 30 of 3943 results for "financial planning"

Three universities ditch financial planning courses

KARREN VERGARA  |  FRIDAY, 13 DEC 2024
Three major universities have pulled the plug on their financial planning courses due to the lack of student interest in a major blow for the profession as it struggles to attract new entrants. The University of Wollongong, Queensland University of ...

South Australian financial adviser slapped with seven-year ban

ANDREW MCKEAN  |  FRIDAY, 6 DEC 2024
... Investment Services for the year to December 2012, Custom Wealth Solutions Dealer Services for three months, AMP Financial Planning for six months in 2014, and then Brougham & Vaux for three months. He's also the author or two self-published books ' ...

Treasury gives Tranche 2 reform package preview

JAMIE WILLIAMSON  |  WEDNESDAY, 4 DEC 2024
... professional advisers, it said. "It's extremely important that the education for NCAs can count towards a full financial planning degree, and that the NCAs of today can become the professional financial advisers of the future. Since the banks and other ...

Firms treat CSLR as 'insurance policy': FAAA

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... want to make sure that it is much harder to just walk away from a subsidiary," he said. The defunct Libertas Financial Planning, which was owned by Sequoia Financial Group, is one example where ASIC cancelled the AFSL for failing to pay an AFCA determination. ...

AMP completes advice licensees sale

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... business to Entireti and AZ NGA as the new owners unveil a revamped leadership team. Some 950 advisers across AMP Financial Planning, Hillross, and Charter Financial Planning now have a new home at Entireti and AZ NGA. The group, including Jigsaw, is ...

FAAA celebrates adviser excellence

MATTHEW WAI  |  FRIDAY, 29 NOV 2024
... Year Award was Bianca Musico of Melbourne's Warr Hunt. "Bianca has demonstrated a clear passion for the financial planning profession, and we commend her selfless focus on developing talent in our profession," FAAA chief executive Sarah Abood said. ...

Self-regulation on the cards: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
... entrants that joined in the last calendar year. One new solution the FAAA recently introduced is recognising financial planning students through the migration system to offer a path to permanent residency. Jobs and Skills Australia shows the country ...

'New class of advisers' need clear-cut distinction: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
... something more substantial. "It's extremely important that the education for NCAs be able to count towards the full financial planning degree, one of the two big opportunities that we see in this proposal is that the NCAs of today can become the professional ...

Adviser suspended over wrongful use of ROAs

JAMIE WILLIAMSON  |  MONDAY, 25 NOV 2024
... failing to supply Statements of Advice (SOAs) where required. Ian Reid, the principal adviser at Temora's A&B Financial Planning, was suspended for three months by the Financial Services and Credit Panel after he was found to have issued Records of Advice ...

AZ NGA acquires Sydney advice firm

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
AZ NGA has acquired Sydney-based financial planning firm StrategyOne Advice Network. StrategyOne, led by managing director Virginia Heyer and senior private client adviser Duncan Derrington, specialises in wealth management, retirement planning and ...