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Showing 521 - 530 of 2303 results for "Financial Planner"

GROW Super opens for business

ALEX DUNNIN, STEPHEN FAY  |  TUESDAY, 23 MAY 2017
... you." GROW Super was founded by former Commonwealth Bank employee Joshua Wilson (chief executive), Certified Financial Planner Mathew Keeley, and Simon Hannigan and Duncan Shrimpton. Summing the ethos of GROW Super, Wilson on his LinkedIn page said ...

InvestmentLink launches goals-based advice platform

ALEX BURKE  |  TUESDAY, 23 MAY 2017
Financial data feed provider InvestmentLink is launching a new cloud-based platform targeted at financial planners looking to provide outcomes-oriented advice to clients. CashDeck uses InvestmentLink's data repository to allow clients to manage all ...

Professional financial advice outpacing self-directed

KARREN VERGARA  |  FRIDAY, 19 MAY 2017
... manage financial risks, while a larger portion (60%) are increasingly using professional advice in the form of a financial planner, broker, accountant and lawyer. The numbers come from an annual joint study by Deloitte Access Economics and the ASX. It ...

AZ NGA edges on $5bn with next acquisition

ALEX BURKE  |  THURSDAY, 11 MAY 2017
AZ Next Generation Advisory's acquisition of a Cairns-based financial advice practice brings the firm's total assets under management to about $5 billion. The binding purchase agreement with Menico Tuck Parrish Financial Services (MTPFS), established ...

Downsizing measures present advice opportunities

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2017
Financial planners will have an easier time preparing for and sustaining clients throughout retirement thanks to new measures for retirees wishing to downsize the family home. It also presents a number of advice opportunities. The Federal Budget proposes ...

SMSFs hit hard by super reform

KARREN VERGARA  |  TUESDAY, 9 MAY 2017
... caps cut back under the new rules. There will be a lot of people "nervously discussing with their accountant or financial planner" how to best structure their super and other investments to mitigate the impact of the government's changes. "This is particularly ...

NAB Wealth growth steady

KARREN VERGARA  |  THURSDAY, 4 MAY 2017
National Australia Bank's wealth business reported modest growth in the half year to March, while finalising the sale of its life insurance business contributed significantly to the group's bottom line. NAB does not split out its consumer banking and ...

AUSTRAC launches tool to help advisers fight terrorism

ALEX BURKE  |  TUESDAY, 2 MAY 2017
Financial intelligence agency AUSTRAC is releasing a guide to help financial advisers combat serious financial crimes, including financing for terrorism. The guide follows on from the report AUSTRAC released in December last year which determined there ...

Twelve million Aussies see benefits of advice

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
... previous years, the campaign will continue to inform consumers about the international recognition of the Certified Financial Planner designation, as well as the high education, professional and ethical standards that the mark represents. The difference ...

Fitzpatricks strengthens Victorian advice presence

JAMIE WILLIAMSON  |  WEDNESDAY, 19 APR 2017
... interest. Fitzpatricks' mirrored our core values of putting the clients' needs first and foremost." Giaouris, a financial planner since 2008, advises on superannuation, retirement strategies, personal/business risk protection, tax planning and portfolio ...