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Showing 501 - 510 of 4061 results for "Financial planning"

Harvey Kalman joins Raiz

ELIZABETH MCARTHUR  |  MONDAY, 25 OCT 2021
... board member and chair of the audit and investments board committee for the Menzies Foundation and chair of the Financial Planning Advisory Board at Deakin University. He also has been a director of the Victorian Legal Services Board and previously held ...

Better Advice Bill gets green light

KARREN VERGARA  |  FRIDAY, 22 OCT 2021
... have been the launching pad for the profession to evolve to far a better position than we find them in today." Financial Planning Association of Australia chief executive Dante De Gori said this bill is the last major recommendation from the Hayne Royal ...

Capstone drops jailed adviser

KARREN VERGARA  |  FRIDAY, 15 OCT 2021
Capstone Financial Planning has revoked the authorisation of Mark Babbage, the Victorian financial adviser jailed for breaching Western Australia's strict border restrictions to attend the AFL Grand Final. Financial adviser and broker Mark Babbage ...

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
The Financial Planning Association of Australia unveiled its shortlist of finalists for the upcoming FPA Awards. The ninth annual FPA Awards recognise the outstanding achievements of financial planners, paraplanners, university students and FPA professional ...

myprosperity launches new platform

ELIZABETH MCARTHUR  |  WEDNESDAY, 13 OCT 2021
... Daniel Stefanetti added: "Collaborating with clients in one place to work on specific jobs like tax returns, financial planning and loans creates efficiencies for our team and is a win for data security and client experience."

TPT Wealth builds out team

ANNABELLE DICKSON  |  MONDAY, 11 OCT 2021
... is well-positioned to move ahead with its 2025 growth strategy." In 2019, MyState sold its Tasmanian retail financial planning business to Fiducian for $3.5 million.

Midwinter appoints head of product

ELIZABETH MCARTHUR  |  MONDAY, 11 OCT 2021
... technology strategy and delivery. Prior to this, Zietara held several senior positions at AMP. He was head of financial planning for Queensland for Hillross and AMP Financial Planning and was lead, advice success and innovation and lead, delivery, and ...

Fiducian adds $38m FUA to network

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
... Southall said that the announcement is a continuation of the group's strategy that aims to develop a country-wide financial planning network to ensure Australians have access to quality advice. "Fiducian is constantly looking to make other acquisitions ...

Advice on ageing key to future success: CFPs

JAMIE WILLIAMSON  |  THURSDAY, 7 OCT 2021
... success for financial advisers in the years to come, according to more than half of all CFP professionals. The Financial Planning Standards Board recently surveyed 4250 certified financial planners across 23 countries including Australia, finding that ...

PFAN appoints chair, deputy

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... bono financial advice. Beswick is a senior financial adviser at FMD Financial and is a committee member at the Financial Planning Association's Melbourne chapter. She takes over from Nick Hakes, who has stepped down as chair after four years but remains ...