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| | | ... Australian wealth management group, founded 71 years ago, provides a range of services including stockbroking, financial planning including SMSF, funds management, investment banking, and portfolio service. Its head of private wealth George Deva said ... |
| | | | ... firm's ongoing growth and expansion in the financial advice market. "We are seeing significant interest from financial planning practices and licensees for our software, services, research and data and these two new appointments are key steps in our ... |
| | | | Lifespan Financial Planning has launched a digital investing solution to help bridge the advice gap. The new digital investing solution will support the mass market of Australians priced out of receiving holistic advice from a financial adviser. Lifespan ... |
| | | | ... lives." Savant is a leading independent, nationally recognised, fee-only firm offering investment management, financial planning, retirement planning, accounting, and family office service. It has $13.5 billion in assets under management and, as Lumiant's ... |
| | | | ... and was expected to be appointed to the role following Labor's win at the recent election. In response, Financial Planning Association of Australia chief executive Sarah Abood congratulated Jones and said he is an excellent appointment. "We are looking ... |
| | | | ... it's no surprise there is a vacuum of experience in dealing with issues we haven't seen in some time, Lifespan Financial Planning chief executive Eugene Ardino says. But it doesn't necessarily spell doom and gloom for clients, he adds. "While many existing ... |
| | | | ... working constructively with the new government and treasury team on superannuation matters." Meanwhile, the Financial Planning Association of Australia said it looks forward to working with the Albanese government on pressing issues impacting the advice ... |
| | | | ... executive general manager, wealth management at Commonwealth Bank and, prior to that, oversaw Commonwealth Financial Planning and BankWest Financial Advice. He also spent close to six years with AMP, first as chief executive of Hillross Financial Services ... |
| | | | ... accounts, ASIC said. The ASIC Financial Adviser Register shows Guan was an authorised representative of Lifespan Financial Planning until March 2021 before a two-month stint with Shartru Wealth Management at the end of 2021. ASIC also found Guan was ... |
| | | | Kaplan Professional announced a record number of financial advisers have graduated from postgraduate financial planning qualifications in 2020 and 2021. Over 3000 advisers have graduated from Kaplan's postgraduate financial planning qualifications since ... |
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