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Showing 4181 - 4190 of 4393 results for "financial Advice"

ASIC bans Westpoint adviser

MICHAEL HOBBS  |  MONDAY, 7 JUL 2008
... Westpoint and other products when making recommendations to clients, breaching his duty to provide appropriate financial advice. Roy provided financial planning services at Winthrop Securities, Epic Asset Management, EAS (WA) and Brighton Hall Securities ...

Rabo planning expands to QLD

MICHAEL HOBBS  |  THURSDAY, 26 JUN 2008
... level of service through RFA's network," said Dayas. Established by Rabobank in 2002, RFA focusses on providing financial advice to rural and regional communities from seven locations in New South Wales, Western Australia and now Queensland.

Magnitude appoints chief

MICHAEL HOBBS  |  THURSDAY, 26 JUN 2008
... Financial Planning NSW head of advice, Sean Allen has been appointed chief executive of BT Financial Group's financial advice business, Magnitude Financial Planning. Allen previously held a number of senior roles at HSBC, Commonwealth Bank and Colonial ...

GESB converts to a 'true' mutual

RUTH LIEW  |  THURSDAY, 19 JUN 2008
... appointment of Greg Newman as general manager distribution. Newman, who has more than 22 years experience in super, financial advice and funds management, will spearhead GESB's distribution capacity, Dolin said.

ATO sends warning to super fund trustees

MICHAEL HOBBS  |  MONDAY, 16 JUN 2008
... urging trustees of superannuation funds and auditors of self managed super funds (SMSFs) to seek independent financial advice to ensure they comply with contributions tax regulations.

Planners set to Ignite the Difference

MICHAEL HOBBS  |  MONDAY, 16 JUN 2008
... entertainment starring the Hoodoo Gurus and will recognise and celebrate planners that have excelled in the providing financial advice. Jo-Anne Bloch, FPA chief executive, said the conference provided a perfect balance between technical, motivational ...

Fin advice satisfaction down

RUTH LIEW  |  FRIDAY, 13 JUN 2008
... satisfaction with the advice they are receiving from their financial planners, new research shows. The Lifeplan ICFS Financial Advice Satisfaction Index decreased slightly from 74.3 six months ago to 73.2 in June. As a whole, there was a decline in investors' ...

Collins challenges planner model

MICHAEL HOBBS  |  WEDNESDAY, 4 JUN 2008
... The Tom Collins Consultancy managing director. Speaking at the Rainmaker Marketing Symposium, Collins said the financial advice model was archaic and must be updated to ensure the financial planning business remained profitable. "More than 20 years ago ...

AXA buys Challenger's Genesys

RUTH LIEW  |  WEDNESDAY, 4 JUN 2008
AXA's influence in Australia's financial advice industry is set to escalate with today's $150 million purchase of Challenger's financial planning business Genesys Wealth Advisers and proprietary platform Synergy. The deal, which is expected to be finalised ...

Mercer Wealth on adviser recruitment spree

MICHAEL HOBBS  |  TUESDAY, 27 MAY 2008
Huge volumes of financial advice-related phone calls, numbering more than 1,500 a day, spurred Mercer Wealth Solutions (Mercer) to expand its planning network to include self-employed financial advisers. David Anderson, Mercer outsourcing business leader ...