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Showing 4211 - 4220 of 4393 results for "financial Advice"

ASIC charges Fundamental adviser

MICHAEL HOBBS  |  THURSDAY, 31 JAN 2008
... Former Fundamental Group advisers Daniel Gara and Philip Allen have already received three year and 12 months financial advice bans in July last year and January this year, respectively from ASIC. Fundamental Group went into liquidation more than a year ...

One in three retirees don't review plan

MICHAEL HOBBS  |  TUESDAY, 29 JAN 2008
... marketing at AXA said. The main triggers for Australians considering their retirement strategy was government reform, financial advice and reaching 50 years of age. According to Cimino, the survey results would not alter AXA's business strategy. "Our ...

AMF seals deal with Client Wealth

RUTH LIEW  |  FRIDAY, 25 JAN 2008
... ensuring the company meets quality standards required by ASIC, and properly address any future changes in the financial advice sector. Client Wealth adviser, Ron Chapman, said the deal gave the firm another tool which they could use to service their ...

NAB FP switches to fee for advice

MICHAEL HOBBS  |  WEDNESDAY, 23 JAN 2008
... product's Management Expense Ratio (MER)." As part of the transition, new clients will pay an explicit fee for financial advice on personal and superannuation investment with all trail commissions received from investment products rebated back to them. ...

ESSSuper to offer fin planning

MICHAEL HOBBS  |  MONDAY, 21 JAN 2008
... the super fund would provide a full spectrum of financial planning services. "We'll be offering all levels of financial advice including personal advice which will be paid for by the member. However financial advice regarding superannuation, we're proposing ...

Super advice for $199

MICHAEL HOBBS  |  TUESDAY, 15 JAN 2008
... superannuation advice service this month. In an effort to help Australians with low superannuation balances receive financial advice, Westpac has developed a $199 Super Health Check for their customers with $5,000 to $100,000 balances. Sally Herman ...

Principal Global appoints Hanel

MICHAEL HOBBS  |  FRIDAY, 14 DEC 2007
... focusing on business growth in Australia. Hanel has more than eight years experience in fund management analysis and financial advice at NAB, MLC and ThreeSixty. Most recently, Hanel was associate director, fund ratings, at Standard & Poor's, where he ...

Aviva buys Meritum stake

MICHAEL HOBBS  |  WEDNESDAY, 12 DEC 2007
... success clearly demonstrates there is a place for high quality, well run dealer groups and provision of effective financial advice to Australians is a growth sector." Brian Dau, director at Meritum, said Aviva's investment would allow Meritum to move ...

BTIM raises $247m

... float is in relation to BT's investment management business only. The other areas of BT Financial, including financial advice, insurance, private banking and customer solutions are not part of the deal. In an earlier interview, Rob Coombe, chief executive ...

ING Australia buys FSP Group

MICHAEL HOBBS  |  TUESDAY, 4 DEC 2007
... Services Partners, FSP Funds Management and FSP Portfolio Services. As part of the purchase, ING-owned Tandem Financial Advice will be incorporated into FSP. The combined group, which will be named Financial Services Partners, will have $62 million in ...