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Showing 471 - 480 of 4058 results for "Financial planning"

Labor promises to recognise adviser experience

KARREN VERGARA  |  FRIDAY, 10 DEC 2021
... out that working in markets is different from being a financial planner, which means the educational focus on financial planning degrees excludes much-needed expertise. "In stockbroking, there are advisers with medical degrees who are experts on health ...

FPA names new chief executive

KARREN VERGARA  |  THURSDAY, 9 DEC 2021
The Financial Planning Association of Australia announced who will take over Dante De Gori as chief executive. Sarah Abood takes the post in mid-January 2022, leaving behind her role as chief operating officer of HOPE Housing Funds Management, a not-for-profit ...

Kelly Partners acquires in NSW

KARREN VERGARA  |  MONDAY, 6 DEC 2021
... paid $4.4 million for a Penrith-based accounting firm. In April 2021, it also acquired a 51% interest in a financial planning business on the Central Coast of New South Wales. It has 17 offices in total, eight of which Kelly said qualify in the top 100 ...

CFS targets adviser market

KARREN VERGARA  |  THURSDAY, 2 DEC 2021
... expect to benefit from the large technological and operational spend as CFS works to integrate with external financial planning, accounting and other software. "We know that advisers use a plethora of software solutions, and we think there's a huge ...

FPA overcharges members

KARREN VERGARA  |  WEDNESDAY, 1 DEC 2021
The Financial Planning Association of Australia has admitted to overcharging members but declined to reveal exactly how much. The FPA blamed an administrative error that incorrectly charged a higher fee for a small number of members who upgraded their ...

Lonsec bolsters sales team

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 DEC 2021
... he spent more than eight years with AMP as a development coach and business partnerships manager within AMP Financial Planning. Newman was most recently a senior financial planner with Commonwealth Bank Financial Planning and was previously a strategic ...

Future2 commits over $1.5m in grants

CHLOE WALKER  |  TUESDAY, 30 NOV 2021
Future2, the foundation of the Financial Planning Association of Australia (FPA), has announced the awarding of $148,600 in new grants to 15 not-for-profit organisations in 2021. Future2 has now committed over $1.5 million in grants since its inception ...

Fortnum hires engagement and growth leads

KARREN VERGARA  |  THURSDAY, 25 NOV 2021
... that was an implementation manager at NAB for six years. Ramsey is the former practice manager at Steel City Financial Planning. Prior to this, Ramsey held practice development roles at Securitor Financial Group, AMP Financial Planning and Lonsdale Financial ...

Adviser jailed for illegal super access

KARREN VERGARA  |  WEDNESDAY, 24 NOV 2021
... Victoria-based Ahmed Saad operated Saad Wealth Management between 10 April 2012 until 16 October 2017 as a former Apogee Financial Planning authorised representative. Between 11 November 2016 and 13 October 2017, Saad obtained $1.53 million from MLC ...

WealthO2 appoints to newly created role

CHLOE WALKER  |  WEDNESDAY, 24 NOV 2021
... best in class service to our growing customer base. "At WealthO2, we are focused on changing the game in the financial planning and software space," Whelan said. "The ongoing regulatory and industry challenges facing financial advisers has served to ...