Search Results | Showing 31 - 40 of 1102 results for Elise Burgess |
| | ASIC has accepted an enforceable undertaking from a former Commonwealth Financial Planning adviser, including a five year ban. A former Commonwealth Financial Planning Limited (CFPL) adviser, Christopher Baker of Croydon, NSW, has offered to not provide ... |
| | | Victorian financial planning practice, Future First, is the thirteenth firm to join independently owned Paragem AFSL, leaving AMP-aligned Hillross Financial Services. With the addition of Future First, Paragem's AFSL now holds over $1.3bn under advice. ... |
| | | Alphington Private Wealth is the corporate super adviser for SMEC Super Fund, after being awarded a $45 million mandate. Under the mandate, Alphington will work with SMEC Super Fund staff and management to deliver wealth management, consulting and financial ... |
| | | MLC has shaken up its global shares strategy allocations with a new fund manager and dropping allocations to others. Taking effect immediately, MLC has allocated 11.5% to new manager Delaware Investments and dropped its 8.5% allocation to Capital International. ... |
| | | Social media use by the financial planning community is a simple, smart way for advisers to stay on top of new regulatory developments, exchange ideas and benefit their own practices according to the FPA. Latest figures released by the Financial Planning ... |
| | | Michael Pratt is the new non-executive director for the Bennelong Group Board and director of the board's philanthropic arm the Bennelong Foundation, effective immediately. Pratt joins the board from his role as head of consumer and SME banking, North ... |
| | | Brian Wilson will take over as chair of the Foreign Investment Review Board, replacing John Phillips AO who will retire on April 16 after 15 years in the role. Announced today by Treasurer Wayne Swan, Wilson has been appointed for a five-year period ... |
| | | Most financial planners value a planning business between two and three times the recurring revenue and expect a claw back clause, according to an industry survey. In a nation-wide survey of planners, Radar Results found that the highest demand for ... |
| | | Super funds must act on scale now if they are to perform well under the Stronger Super reforms, according to a retirement head at Mercer, with forward projections a necessary outcome. Under the Stronger Super reforms, super trustees will have to determine ... |
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