Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 501 - 510 of 982 results for "Training"

SMSF Association partners with Morgans to raise standards

MARK SMITH  |  THURSDAY, 26 MAY 2016
... standards in the SMSF sector. The association and Morgans have committed to work together to provide a range of education, training and accreditation offerings on SMSFs for Morgans' 500 advisers. Via membership of the SMSF Association, Morgans advisers ...

Banned SMSF adviser charged for misappropriating $1.8m

ALEX BURKE  |  FRIDAY, 20 MAY 2016
... provide a copy of the EU to any licensee who authorises him to provide advice in the future, complete SMSF specialist training and refrain from becoming a licensee (or office-holder of one) for two years. "Self-managed super funds are not appropriate ...

ASIC accepts EU of former adviser

KERRIE SYDEE  |  WEDNESDAY, 18 MAY 2016
... re-entry to the financial services industry following the ban, he must notify ASIC and undergo additional prescribed training in the provision of financial product advice. Melamed has acknowledged that ASIC's concerns about his advice were "reasonably ...

Zurich launches education curriculum

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
... the business insurance market, and 40% say they would work more actively with white-collar professionals. "The right training and education can provide the skills and confidence for advisers to be more active in these new markets, as well as with cases ...

Associations support adviser standards amendments

DARREN SNYDER  |  FRIDAY, 29 APR 2016
The latest legislative amendments to raise the education, training and ethical standards of financial advisers have been welcomed by the industry's peak representative groups. Both the Association of Financial Advisers and the Financial Planning Association ...

Mentor Education appoints new chair

WHITNEY FITZSIMMONS  |  TUESDAY, 5 APR 2016
Mentor Education, Australia's largest privately owned financial services training company has appointed Jim Taggart to the role of the organisation's inaugural chair. Taggart has had a distinguished career as a financial adviser and business and community ...

Crowe Horwath makes two senior appointments

KERRIE SYDEE  |  MONDAY, 4 APR 2016
... the lead tax partner for Energy & Natural Resources (ENR) Queensland, chair of the KPMG national ENR tax technical & training committee and a member of the KPMG national tax management services group. Pascall has also worked at the Australian Tax Office ...

ASIC releases 2016 enforcement report

KERRIE SYDEE  |  THURSDAY, 31 MAR 2016
... of data to review. In a bid to mitigate risk from new technology ASIC has committed to investing in infrastructure and training to support its intelligence capabilities. Commenting on the enforcement report, ASIC commissioner Greg Tanzer said, "ASIC ...

Advice firm made to take specialist SMSF training

ALEX BURKE  |  THURSDAY, 31 MAR 2016
ASIC has requested all advisers in an SMSF advice firm complete specialist training following an investigation. CMH Financial Group was found to have provided advice that, in the regulator's view, "did not demonstrate that the advice provider had acted ...

Legalsuper hires member service manager from Kinetic Super

ALEX BURKE  |  WEDNESDAY, 30 MAR 2016
... held several roles at Macquarie, including transition manager, senior product manager - Macquarie Adviser Services and training relationship manager for the Macquarie Wrap platform. "We are delighted to welcome Julieanne to the legalsuper team. With ...