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Showing 481 - 490 of 884 results for "Charter"

AMP practice to pay $10,200 penalty

LAURA MILLAN  |  THURSDAY, 12 MAR 2015
A financial planning practice licensed under AMP-owned Charter Financial Planning has been fined with $10,200 for misleading advertising. Victoria-based Australian Financial Planning Solutions (AFPS) has been hit with $10,200 in penalties after the ...

PROFILE: NAB head of wealth Andrew Hagger

LAURA MILLAN  |  THURSDAY, 12 MAR 2015
While the shortest distance between two points is a straight line, National Australia Bank (NAB) head of wealth Andrew Hagger preferred to take the long way. His journey from the quiet suburb of Adelaide Hills to Melbourne CBD stretched through over ...

ASIC bans Charterhill director from financial services

ALEX BURKE  |  WEDNESDAY, 11 MAR 2015
Charterhill Group founder and director George Nowak has been banned by ASIC from practicing financial services until 3 July 2017. The grounds for the ban are that Nowak is an undischarged bankrupt, having applied for personal bankruptcy in July 2014. ...

Tightening of super tax concessions far from guaranteed

MARK SMITH  |  WEDNESDAY, 25 FEB 2015
... group executive director, said the report can be taken with a pinch of salt. "The tax expenditure statement is part of the charter of budget honesty. It is not a document about policy message," he said at the SMSF Association National Conference in Melbourne. ...

Market Wrap AM

AAP  |  WEDNESDAY, 25 FEB 2015
... Westfield Corporation is slated to post full year results. Southern Cross Media, Seven Group, WorleyParsons, Mortgage Choice, Charter Hall Group and Veda Group are expected to release half year results. In Australia, the market on Tuesday hit another ...

Nikko AM managing director resigns

LAURA MILLAN  |  MONDAY, 16 FEB 2015
Nikko Asset Management managing director in Australia Mike Davis has announced his resignation, but will continue in his role in the meantime to assist in the transition. Davis is "planning to take a break before embarking on the next stage of his own ...

LaSalle appoints head of funds from Charter Hall

LAURA MILLAN  |  TUESDAY, 3 FEB 2015
LaSalle Investment Management has appointed a former Charter Hall fund manager as head of funds management for Australia. Chris Forbes will be based in Sydney and will be responsible for driving fund performance of the LaSalle Australia Core Plus Fund ...

CFA names new president and chief executive

MARK SMITH  |  FRIDAY, 23 JAN 2015
The CFA Institute's Asia Pacific managing director and global head of institutional partnerships, Paul Smith, has been named as the organisation's new president and chief executive. The appointment, effective immediately, comes after an extensive global ...

Managed accounts boost advice business valuations

ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
... of these options are operated by financial advice licensees, researchers and consultants such as Ibbotson, Morningstar, Charter Financial Planning, Lonsec, Fat Prophets, Three Sixty, Hill Ross and MultiPort. The report notes that the managed accounts ...

AFA announces record enrolments for new curriculum

ALEX BURKE  |  THURSDAY, 15 JAN 2015
The Association of Financial Advisers (AFA) has announced record numbers of advisers applying for its masters-level Fellow Chartered Financial Practitioner (FChFP) designation. According to AFA chief executive Brad Fox, the FChFP curriculum has been ...