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| | | ... not be implemented immediately, Burgess said that in his opinion, what was meant was that adviser's personal indemnity insurance could be misinterpreted as an existing protection for clients. "He [Richard St John] wants that sorted out first, but he ... |
| | | | The Australian Securities & Investments Commission has imposed additional compliance conditions on Sydney-based insurance group, Australian Life Insurance Distribution Pty Ltd for failing to comply with a number of its obligations as an Australian financial ... |
| | | | ... services and how these are overtaking commissions will accentuate this strategic shift. "Undoubtedly the financial and insurance services industry division will continue to be a huge consumer of ICT services for a long time, but the paradox is the likely ... |
| | | | ... wealth transfer over many decades," he said. Rimmer has 20 years' experience in superannuation, financial planning and insurance, and is a member of both the Financial Planning Association and the Association of Financial Advisers. EQT manages more than ... |
| | | | ... to HIP members within the partnership will include transition to retirement, budgeting, debt management, maximising insurance cover, consolidation of super funds and full scale advice on post-retirement financial planning. HIP is an industry superannuation ... |
| | | | ... also fundamental in the decision to recruit Richard Klipin to the role of CEO. Mr Murphy started his career in the life insurance industry in 1986, as an agent with Legal and General, progressing his career through study and experience to ultimately ... |
| | | | ... eurozone and the slowing of China's economy plays out". But for the AFR, "the Reserve Bank of Australia has taken out insurance against risks posed by Europe and weaker growth in China" with yesterday's rate reduction. Talk about damned if you do... ... |
| | | | ... rates and income thresholds, a reduced low income tax offset, the removal of the Flood levy, a lower private health insurance rebate for some, a low income super contribution and the extra tax on concessional super contributions for those earning $300,000 ... |
| | | | ... between 20 December 2006 and 1 October 2010, Chan had falsely classified client files, encouraged clients to purchase insurance by advising them that he would waive the adviser service fee and provided false information in Statement of Advice documents. ... |
| | | | ... of sizable wins," he said. Asteron Life said it saw an opportunity in the medium to small corporate market, providing insurance packages to company-sponsored and superannuation fund groups to approximately 50 to 5000 members. "By focusing on this niche ... |
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