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Showing 4171 - 4180 of 4393 results for "financial Advice"

eWrap veteran unveils free planning tool

MICHAEL HOBBS  |  WEDNESDAY, 6 AUG 2008
... intuitive technology behind our website will revolutionise the speed, efficiency and delivery of high quality financial advice in Australia," said Kolbusz. The website is powered by an engine that Kolbusz and his team developed which uses Australian ...

AXA hires three planning managers

MICHAEL HOBBS  |  WEDNESDAY, 6 AUG 2008
AXA Australia is ramping up its financial advice growth, appointing three regional development managers. Avon Allen was appointed Queensland regional development manager and Peter Boston will take a role as New South Wales regional development manager. ...

AFA education to knock salesman tag

MICHAEL HOBBS  |  FRIDAY, 1 AUG 2008
... the Fellow Chartered Financial Practitioner program, an education course it hopes will reduce criticism of the financial advice industry. Speaking at the AFA National Forum in Sydney, Richard Klipin, AFA chief executive, said the new program addressing ...

Count buys $6m stake in Mortgage Choice

RUTH LIEW  |  MONDAY, 28 JUL 2008
Financial advice firm Count Financial has palmed a $6 million slice of Mortgage Choice as it ups its stake in the mortgage advice space. Count acquired a 4.9 per cent interest in the mortgage broker under the advice of Lehman Brothers, noted a statement ...

AFA searches for Rising Star

MICHAEL HOBBS  |  WEDNESDAY, 23 JUL 2008
... day," he said. "Tell the judges the extras, whether its volunteering, paraplanner mentoring or submissions for financial advice newspaper columns." ING Australia has been sponsoring the award for three years. "These awards provide an opportunity to recognise ...

FPA rejects tax bill changes

MICHAEL HOBBS  |  MONDAY, 21 JUL 2008
... (FPA) slammed proposed changes to the Tax Agent Services Bill, declaring it could increase the cost of delivering financial advice and hinder consumer access to financial planning services. The proposed Bill requires financial planners to undergo additional ...

PASF hires Outlook for advice

MICHAEL HOBBS  |  MONDAY, 21 JUL 2008
... Solutions managing director, said the partnership with PASF highlighted the need to provide cost effective scalable financial advice to suit requirements of individual super funds. This partnership follows the appointment of Paul Kessell as the super ...

Introducing the Burnie Pub PDS

MICHELLE BALTAZAR  |  FRIDAY, 18 JUL 2008
... statement passes my 'Burnie Pub test' as it's clear, simple and will improve Australians' access to cost effective financial advice," said Sherry. Tanner said the First Home Saver PDS is the first installment of work from the Financial Services Working ...

One-size rule does not fit advice

RUTH LIEW  |  THURSDAY, 17 JUL 2008
... current "one size fits all" regulatory approach should be reviewed to reduce cost and improve the accessibility of financial advice for consumers, said the Financial Planning Association of Australia. In its submission to the Financial Services Working ...

Plum reloads for HNW clients

MICHAEL HOBBS  |  FRIDAY, 11 JUL 2008
... planning service, which includes 60 financial advisers, was rebranded Momentum and divided into three segments, Financial Advice, Loan Solutions and Private Wealth. The Momentum Private Wealth division includes 15 financial planners and provides specialist ...