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Showing 31 - 40 of 166 results for "Practice of"

FPA award nominations open, new award announced

ALLY SELBY  |  WEDNESDAY, 5 AUG 2020
... August 31. The categories include FPA Certified Financial Planner Professional of the Year Award, FPA Professional Practice of the Year Award, FPA Financial Planner AFP of the Year Award, FPA Paraplanner of the Year Award, FPA University Student of the ...

Super consolidation to slash 60% of funds

HARRISON WORLEY  |  TUESDAY, 9 JUN 2020
... of the past year. Elkins pointed out more funds are announcing large-scale mergers in addition to the "more common" practice of small funds being absorbed into larger operations. "This demonstrates funds are becoming increasingly ambitious in their pursuit ...

South Australian wealth firms merge

KANIKA SOOD  |  WEDNESDAY, 13 MAY 2020
... practice has acquired a private wealth firm that was named the Financial Planning Association of Australia's Professional Practice of the Year in 2018. Perks is expanding its Perks Private Wealth business after acquiring Wotherspoon Wealth, which was ...

CountPlus acquires firm

ELIZABETH MCARTHUR  |  TUESDAY, 12 MAY 2020
CountPlus member firm CountPlus One has made a new acquisition, acquiring the advice services of Centenary Financial. CountPlus One and Centenary are Count Financial member firms, now clients and key employees of Centenary will transfer to CountPlus ...

Former ASIC lawyer joins private firm

ELIZA BAVIN  |  MONDAY, 20 APR 2020
A former senior manager at ASIC has taken on a new role in the financial services regulatory practice of a well-known Australian law firm. Herbert Smith Freehills announced Lesley Symons had been appointed as an executive counsel in its financial services ...

MLC Life executive joins AFCA

HARRISON WORLEY  |  FRIDAY, 17 APR 2020
... for ASIC and Clayton Utz. Meanwhile, Gray will join the authority in May after leading the national superannuation practice of law firm Hall & Wilcox, where she has been a partner since 2013. She brings more than a decade of experience on the Law Council ...

A decade in the dust

ALLY SELBY  |  THURSDAY, 16 APR 2020
... Monetary Fund's prediction of global growth falling to -3% in 2020 could lead to major social disruption. "The practice of referring to V or W-shaped recoveries has always been puzzling without specification of the angle, depth and time periods associated ...

Super scammers pose as authorities

HARRISON WORLEY  |  FRIDAY, 27 MAR 2020
... said. Having just completed a Kaplan ethics exam, Craggs said the thought forefront in his mind was how unethical the practice of scamming ordinary Australians out of their superannuation really is. "I'm sitting there thinking, 'You people are just randomly ...

Focus to acquire stake in MEDIQ

KANIKA SOOD  |  WEDNESDAY, 19 FEB 2020
... practitioners (but has a law degree) and founded MEDIQ in 2010. It won the Association of Financial Advisers' (AFA) Practice of the Year award in 2017. MEDIQ's future plans About 60% of MEDIQ's clients are based outside Victoria, where all ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
The Certified Financial Planner® Professional of the Year and FPA Professional Practice of the Year have been named at the 2019 FPA Professionals Congress in Melbourne. Presented at the Future2 Celebration at the St Kilda Sea Baths and now in their ...