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Showing 4201 - 4210 of 4393 results for "financial Advice"

FPA to provide PI insurance to members

MICHAEL HOBBS  |  THURSDAY, 20 MAR 2008
... Australian Financial Services Licensees, it is an integral part of our members' capacity to deliver professional financial advice to clients," said Bloch. According to Bloch, a group indemnity insurance policy would provide economies of scale benefits ...

Good wine, good advice

... Hunter Valley may be better known as the haven of award-winning wine but it is also a source of award-winning financial advice. Hunter region-based financial planner Jennifer Leslie has received the Financial Planner of the Year Award at the 2007 Hillross ...

Q Invest targets professionals

RUTH LIEW  |  THURSDAY, 21 FEB 2008
Queensland-based Q Invest - the jointly owned financial advice firm of QSuper and QIC - is targeting time-poor, asset-rich professionals with its latest private clients service. The product, which was officially launched last night, has been in the ...

AXA names new state manager

RUTH LIEW  |  MONDAY, 18 FEB 2008
... acquisitions, succession plans and the recruitment of new advisers to the group. In 2006 he was awarded the AXA Financial Advice Network Development Award. Morris held the position of regional manager with National Australia Financial Planning and NRMA ...

Fraudulent advisers caught

RUTH LIEW  |  THURSDAY, 14 FEB 2008
... Australian Securities and Investment Commissions (ASIC) for a combined 11 charges of fraud and delivering false financial advice. The two so called "advisers", Tunde Doja from Sydney and Mohammad Zareei of Baulkham Hills, New South Wales, were accused ...

Right advice delivers $1.7m

RUTH LIEW  |  WEDNESDAY, 13 FEB 2008
Quantifying the actual value of professional financial advice is no simple feat, but the latest case studies by the Financial Planning Association of Australia (FPA) found eight Australians reaped a total $1.7 million in savings and profits with the ...

Fiducian FP attracts HNW clients

MICHAEL HOBBS  |  THURSDAY, 7 FEB 2008
... Indy Singh, managing director at Fiducian, said the company previously focused on delivering simple effective financial advice but had switched to more complex products. "The financial planning content has shifted to a higher level, we've moved to the ...

Fed Govt creates financial services task force

MICHAEL HOBBS  |  WEDNESDAY, 6 FEB 2008
... will review all prospective ideas to guarantee documents are easy to read and understand. "Improving access to financial advice is of significant importance to both consumers and the economy. One of the key priorities for the government in this context ...

Byrne departs UniSuper

MICHAEL HOBBS  |  FRIDAY, 1 FEB 2008
... research, created an in-house investment team and developed the Graduated Advice Model, which combined education and financial advice. According to Elizabeth Bryan, chairman at UniSuper, Byrne exhibited strong leadership throughout her tenure in corporate ...

Goodall joins Plan for Life

MICHAEL HOBBS  |  FRIDAY, 1 FEB 2008
... financial services company that includes actuaries, researchers and publishers. The company does not provide financial advice.