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Showing 31 - 40 of 2301 results for "Financial Planner"

Self-regulation on the cards: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
The financial advice industry has finally earned "profession" status and has the potential to self-regulate in the near future, according to Financial Advice Association Australia (FAAA) chair David Sharpe. In six years' time, Sharp believes the advice ...

Can technology help advisers service the masses?

KARREN VERGARA  |  TUESDAY, 26 NOV 2024
Financial advisers who choose to serve the masses instead of specialising must reckon with how to leverage technology to make this possible amidst the influx of wealth Australians do not know how to plan for, according to industry experts. A panel of ...

Most influential financial advisers revealed in FS Power50

ANDREW MCKEAN  |  MONDAY, 4 NOV 2024
... Solutions managing director and senior financial adviser Guy Freeman Goldsworthy Private Wealth director and senior financial planner Jen Goldsworthy Bountiful Wealth managing director and senior financial planner Michael Kerr Aureus Financial chief ...

Cbus rolls out Advice Essentials Plus

KARREN VERGARA  |  MONDAY, 28 OCT 2024
Cbus Super has launched its new financial advice offering, Advice Essentials Plus, which is a step up from its intra-fund advice service. Advice Essentials Plus is the third option on Cbus's financial advice menu, which currently comprises Advice ...

Aussies struggle with financial goals: Generation Life

ANDREW MCKEAN  |  WEDNESDAY, 16 OCT 2024
... said. "It's almost impossible to do this without the help of a trusted financial adviser." Rising Tide senior financial planner Rebecca Pritchard said Australians "benefit massively" from advice, and it's the adviser's job to demonstrate this value from ...

ASIC bans adviser who misled TPB

JAMIE WILLIAMSON  |  WEDNESDAY, 9 OCT 2024
... was an authorised representative of Richmond Partners from March 2018 to May 2024. Prior, he was an executive financial planner at Professional Wealth Services and, before that, was a financial planner with Westpac for more than 12 years.

Pride Advice acquires two Adelaide-based firms

MATTHEW WAI  |  TUESDAY, 8 OCT 2024
Pride Advice has acquired two firms, flagging there is more "room for growth to come." The acquisitions of Adelaide-based Flexible Lifestyle Solutions and Serious Money have expanded Pride Advice's team from four to 11 advisers and to 30 supporting ...

FAAA names Gwen Fletcher Memorial Award winner

ELIZA BAVIN  |  THURSDAY, 3 OCT 2024
... the second semester of 2024 by the FAAA. The award recognises the highest performing student in the Certified Financial Planner (CFP) Certification Unit for each semester, with demonstrable dedication to providing high-quality financial advice, the FAAA ...

The transferrable skills for advisers who changed careers

KARREN VERGARA  |  FRIDAY, 13 SEP 2024
... have helped them succeed in their careers as financial advisers. Forbes Fava Saville Financial Planning senior financial planner and chief executive Cameron Forbes, and Complete Financial Providence director and financial adviser Nick Carmichael told ...

Mercer awarded mandate for North's APS CoreSeries

MATTHEW WAI  |  FRIDAY, 13 SEP 2024
Mercer will provide investment management for the APS CoreSeries Managed portfolios, which include Conservative, Balanced, and Growth options. Replacing Morgan Stanley Wealth Management, North said Mercer offers lower management fees of up to eight ...