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Showing 501 - 510 of 4377 results for "Financial advice"

Wollongong adviser wins Gwen Fletcher Memorial Award

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
... the depth of knowledge, skills and professionalism we have within the financial planning industry," he said. Financial Advice Association Australia (FAAA) chief executive Sarah Abood said: "I congratulate Nathan on persevering with his studies alongside ...

Freshwater Wealth launches

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
... are now more aware of their complex needs, and there are not enough advisers to supply the service, he said. "Financial advice is about having a strategy in place to protect and grow wealth, but it also needs to educate clients on how they can manage ...

AFCA to expel Dixon Advisory

KARREN VERGARA  |  THURSDAY, 30 MAY 2024
... the member being expelled." AFCA received a total of 2492 complaints related to DASS at the end of April. The Financial Advice Association Australia (FAAA) chief executive Sarah Abood said the membership has been extended twice despite the fact the company ...

Clime to offload Madison Financial Group

JAMIE WILLIAMSON  |  MONDAY, 27 MAY 2024
... consolidating their operational and AFSL services to create a new entity providing back-office services to their financial advice networks.

Insignia research, retirement income head to depart

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
... spokesperson for Insignia Financial said: "As announced to the market last July, we have been making changes to our financial advice operating model." "Insignia Financial's head of research and retirement income role has been impacted as part of ...

Former Life Plan FP adviser cops ban

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... 2020 to 31 August 2022. Nabi is the founder and chief executive of Brisbane-based Guardian Group, which offers financial advice and real estate agent services. He has been a director of Guardian Group Financial Planning since 5 January 2018. Nabi previously ...

SMSFs' use of advisers plummets: Research

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
... and with unmet advice needs is peaking. Only 25% of trustees without advisers are likely or very likely to seek financial advice in the future. The top three reasons people don't seek advice are that they feel they can manage their own finances, they ...

NEOS names retail, strategic sales leads

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
... Queensland, and Western Australia in June of last year. He brings extensive experience in life insurance and financial advice to the role. Prior to NEOS, Leonard was national manager of operations at Affinia Financial Advisers for two years. Before that ...

Aware Super appoints general manager, strategy and transformation

JAMIE WILLIAMSON  |  THURSDAY, 16 MAY 2024
... the most seamless experience of interacting with their super on their terms - including access to appropriate financial advice, financial education and the simple help they need to do what they want to do with their super." With Aware Super having now ...

Calls for a simplified path to financial advice

ANDREW MCKEAN  |  WEDNESDAY, 15 MAY 2024
Financial Advice Association Australia (FAAA) chief executive Sarah Abood said she supports recent proposals around adviser education from the Joint Associations Working Group (JAWG) because "we need far more people with these qualifications" and the ...