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Showing 31 - 40 of 112 results for "Paraplanner"

Adviser salaries in 2020 revealed

JAMIE WILLIAMSON  |  WEDNESDAY, 6 MAY 2020
Despite current uncertainty, latest insights show a senior financial adviser with more than 10 years' experience can still expect to take home up to $160,000 per year. Riva Recruitment's Financial Adviser Salary Guide 2020 shows a senior adviser in ...

What you read in 2019: Financial advice

JAMIE WILLIAMSON  |  THURSDAY, 19 DEC 2019
There wasn't a dull day to be had in Australia's financial advice industry in 2019, but unfortunately it was rarely a good thing. We are bidding farewell to the year that is likely to be remembered as one financial advisers would rather forget. ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... complex matters for her clients," the FPA said. It was the first of two awards that went to Tupicoffs, with the FPA Paraplanner of the Year Award presented to Lachlan Haigh. "Lachlan's Statement of Advice (SOA) submission clearly shows excellence ...

Paraplanners tackle compliance challenges

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
The role of paraplanners in compliance has been highlighted at the FPA Congress, with discussion turning to the FASEA Code of Ethics which continues to present complications. Nadia Docker is director, client engagement at Integrity Compliance and part ...

Technology coming for advice jobs

ELIZABETH MCARTHUR  |  WEDNESDAY, 25 SEP 2019
Rice Warner says technology is likely to forever alter how people expect to receive and pay for retirement advice. New insights from the research house suggest robo-advice is not the only channel through which the advice industry will be changed by ...

Support staff should meet FASEA standards

ELIZABETH MCARTHUR  |  FRIDAY, 20 SEP 2019
... for it - the people who help support the provision of that advice will have to meet the same standards. "If you're a paraplanner that is preparing the advice, why should you not be at the same level? If you're a compliance person that is reviewing the ...

Adviser of the Year named

ELIZABETH MCARTHUR  |  THURSDAY, 29 AUG 2019
... launched his business in Geelong in July 2018. He's been in the advice industry since 2011 when he started out as a paraplanner. Kewin said: "Chris shone amongst his peers for his commitment to personal growth and unique and engaging approach to ...

Advisers band together: AFA Conference 2019 kicks off

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
With so much tension and uncertainty in the financial advice sector today, the Association of Financial Advisers is making it clear to financial advisers they are not alone. Speaking to Financial Standard ahead of the 2019 Association of Financial Advisers' ...

Julie Bishop headlines AFA conference

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 JUL 2019
The Association of Financial Advisers (AFA) released the program for its annual conference - with former foreign affairs minister Julie Bishop presenting and a focus on wellness. The theme of the conference is "united" and the AFA said in a challenging ...

AFA expands support for paraplanners

ELIZABETH MCARTHUR  |  MONDAY, 22 JUL 2019
... advisers and the work we all do towards the common goal of delivering great advice to everyday Australians." The AFA Paraplanner Pulse Facebook group already has 105 members. Knight explained to Financial Standard that creating the group was important ...