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Showing 481 - 490 of 4061 results for "Financial Planning"

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 ...

Former WA adviser charged with dishonest conduct

CHLOE WALKER  |  TUESDAY, 23 NOV 2021
Former AMP financial adviser David Fong and his financial planning company Fong Financial Partners have been charged with engaging in dishonest conduct, following an investigation by the regulator. ASIC alleges in its legal action that in 2014, Fong ...

Women advisers drop to 21%

KARREN VERGARA  |  MONDAY, 22 NOV 2021
... AFSLs. Aligned AFSLs edge out the non-aligned at 23% and 21% respectively. The SMSF Advisers Network (33%), AMP Financial Planning (19%), Charter Financial Planning (18%), Morgans Financial (15%), Merit Wealth (30%), Synchron (17%), Capstone (24%), Commonwealth ...

Sequoia buys general insurance book

JAMIE WILLIAMSON  |  THURSDAY, 18 NOV 2021
... secured a new general insurance AFSL which will allow SEQ General Insurance to operate in the same way Interprac Financial Planning does for risk advisers, and compete with other general insurance brokerages offering an authorised representative service. ...

2021 FPA Award winners revealed

CHLOE WALKER  |  THURSDAY, 18 NOV 2021
The Financial Planning Association of Australia (FPA) yesterday announced the winners of the 2021 FPA Awards. Now in its ninth year, the FPA Awards recognises exceptional financial planners, paraplanners, university students and advice practices from ...

Former adviser pleads guilty to fabricating evidence

ANNABELLE DICKSON  |  THURSDAY, 18 NOV 2021
A former financial adviser, who has previously worked for Westpac, Fortnum Private Wealth and Libertas Financial Planning, pleaded guilty to five criminal offences at the Downing Centre Local Court. Ezzat-Daniel Nesseim pleaded guilty to dishonestly ...

Demand for niche advice firms increases

KARREN VERGARA  |  TUESDAY, 16 NOV 2021
... could be a plain vanilla-type AFSL with the standard authorisations such as superannuation, risk insurance and financial planning advice, or they may have the ability to trade in options and derivatives, making them worth four times more, Radar Results ...

Vanguard launches automated investing solution

KARREN VERGARA  |  MONDAY, 15 NOV 2021
... than a third of Vanguard's UK customers on the platform use the Auto Invest feature. In April, UK personal financial planning customers saw their fees reduce to three times less than what the industry charges on average to a flat rate of 0.79%. "We ...