Search Results | Showing 481 - 490 of 4069 results for "Financial planning" |
| | | ... Northern Beaches. Through Kelly Partners Northern Beaches, an agreement was signed to acquire an accounting and financial planning business located in Northern Beaches, NSW. Following completion on February 1 next year, the accounting team of the acquired ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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, 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
|