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Showing 491 - 500 of 589 results for "ACCR"

New era in fee disclosure

MICHELLE BALTAZAR  |  TUESDAY, 5 AUG 2008
Thousands of planners are at risk of losing their industry accreditation if they haven't complied with a little known industry guideline on trail fees that took effect this year. Two years ago, the Financial Planning Association (FPA) introduced four ...

Garvan FP practice gains SAI approval

MICHAEL HOBBS  |  FRIDAY, 18 JUL 2008
Garvan licensed financial planning practice, Finance Control was awarded the SAI Global backed, Financial Planning 9000 standard, a benchmark for quality administration and business management. The Financial Planning 9000 - Quality Management for Financial ...

Bell Financial buys Southern Cross Equities

MICHAEL HOBBS  |  MONDAY, 7 JUL 2008
Bell Financial Group (BFG) is one step closer to becoming one of Australia's largest independent broking businesses after signing an agreement to buy Southern Cross Equities for approximately $150 million. The transaction consists of a 50 per cent split ...

Franchise banking attract planners

MICHELLE BALTAZAR  |  MONDAY, 30 JUN 2008
The franchising industry may seem worlds apart from financial planning but Commonwealth Bank has found a way to tap into the franchising model to better serve the banking needs of dealer groups. Last October, Commonwealth Bank launched a specialist ...

FPA partners with Deakin

MICHAEL HOBBS  |  WEDNESDAY, 18 JUN 2008
The Financial Planning Association (FPA) is one step further to improving adviser understanding on life insurance after partnering with Deakin University to develop an industry recognised life risk adviser program. The corporate education division of ...

Oceanic and AIFA launch 13-wk FP course

MICHAEL HOBBS  |  WEDNESDAY, 18 JUN 2008
A joint venture between Sydney based Oceanic Human Resources and the Australian Institute of Financial Services & Accounting (AIFA) is addressing the national financial planner shortage by creating a 13-week fast track planning course. The Professional ...

RM advisers break through 1000 barrier

There are now more than 1000 reverse mortgage consultants (RMCs) accredited through the Senior Australian Equity Release Association of Lenders (SEQUAL) Australia-wide network of 'trusted advisors'. The jump in the numbers of RMCs is in response to ...

Brokers accreditation mandatory: Bluestone

RUTH LIEW  |  FRIDAY, 4 APR 2008
Reverse mortgage brokers dealing with Bluestone Equity Release will be given until the end of April to get their SEQUAL accreditation up to speed, according to the specialist lender. All new and existing brokers distributing Bluestone reverse mortgage ...

FPA to offer Life Risk course

The Financial Planning Association is to provide accreditation in speciality professional areas, with the Life Risk Advisers program the first off the rank. FPA chief executive Jo-Anne Bloch said the FPA has developed the new education program to enable ...

SPAA backs specialist audit

MICHAEL HOBBS  |  FRIDAY, 14 MAR 2008
The Self Managed Super Fund (SMSF) Professionals Association of Australia is turning its attention to auditing practices, and will call on new legislation to recognise auditors accredited to work on SMSFs as specialist SMSF auditors. "We're applying ...