Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 31 - 40 of 100+ results for "Financial advice"

ClearView kicks off strategic review

KANIKA SOOD  |  FRIDAY, 3 SEP 2021
... financial adviser and Gilbert + Tobin as its legal adviser for the review. The firm's three business units are financial advice, wealth management and life insurance. The review, which hints at asset sales, was announced just a week after CVW sold its ...

NAB partners with life insurance, advice provider

ANNABELLE DICKSON  |  FRIDAY, 3 SEP 2021
... and its lending subsidiary, Kooyong Group. Avant Mutual provides medical indemnity insurance, life insurance, financial advice and travel insurance. NAB plans to white label Medfin products provided by Kooyong Group to Avant's 78,000 members. "Our business ...

FS Power50: Last day to vote

KARREN VERGARA  |  FRIDAY, 3 SEP 2021
... 'influential' as individuals who have been continue to be inspirational and instrumental in shaping the future of the financial advice industry and make a meaningful difference in their clients' financial wellbeing. Such advisers actively participate ...

Advice group adds to leadership

JAMIE WILLIAMSON  |  THURSDAY, 2 SEP 2021
... financial advisers and accountants to create positive industry change. Our shared goal is to solidify the position of financial advice as a recognised and respected profession that delivers tangible results for its clients," he said. "As head of GPS ...

FASEA exam pass rate drops

KARREN VERGARA  |  WEDNESDAY, 1 SEP 2021
... meet the education standard. It also approved following bridging courses offered by Victoria University: BAO7008 Financial Advice, Corporations and Commercial Law; BAO7005 Professionalism and Ethics: and BAO7007 Behavioural Finance for Financial Advi ...

ASIC red tape unit welcomed

ANNABELLE DICKSON  |  WEDNESDAY, 1 SEP 2021
... advice. The creation of this unit, alongside the $46 million of relief the government announced this morning for financial advice are important steps forward for Australian businesses," minister for superannuation and financial services Jane Hume said. ...

Lockdowns see uptick in advice seekers

ELIZABETH MCARTHUR  |  MONDAY, 30 AUG 2021
... families are feeling the pressure of lockdowns, with more enquiries about divorce and an increase in those seeking financial advice. The figures come from The Separation Guide, a service which brings together lawyers, financial advisers, psychologists ...

Former adviser hit with criminal charges

KARREN VERGARA  |  MONDAY, 30 AUG 2021
... properties during his time at Sentinel. ASIC alleges Toledo breached the existing banning order by providing financial advice to an SMSF to invest in Premier Realty Group (PRG) and arranged the sale of a financial product (70,000 shares in PRG for $70,000) ...

Financial adviser levy to drop

JAMIE WILLIAMSON  |  MONDAY, 30 AUG 2021
... government said the temporary relief is aimed at ensuring Australians can continue to access affordable, professional financial advice. "The freeze in the per adviser levy will provide financial advisers with the certainty they need over the next two ...

NAB fined $18.5m over misleading fee disclosure

JAMIE WILLIAMSON  |  THURSDAY, 26 AUG 2021
... ordered by the Federal Court to pay $18.5 million for misleading fee disclosure statements in relation to personal financial advice, in what is the first penalty imposed by the court for such failures. The court found NAB breached the law on several ...