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| | | ... and we look forward to working with the SCBA team on best market practices to grow the business, including financial planning services," Rowe said. The acquisition comes after CountPlus recorded a 59% drop in net profit to $7.1 million in its full-year ... |
| | | | ... their last sitting thanks to a new relief proposed. Separately, FASEA has approved the new Graduate Diploma of Financial Planning offered by Victoria University. Advisers who complete this course of study will meet the education standard. It also approved ... |
| | | | ... to violence prevention services, making access to discrete and effective support even more important." The Financial Planning Association of Australia (FPA) and SMSF Association are both network members of The Separation Guide, as is the Financial Services ... |
| | | | ... Model, commencing in 2022, in consultation with the Department of Finance and ASIC. Responding to the news, Financial Planning Association of Australia chief executive Dante De Gori said the news was welcome. "Today's news will provide some certainty ... |
| | | | ... impacted. "To address this issue, NAB stopped charging ongoing service fees to customers of its former NAB Financial Planning business in 2019. In 2020, we established a remediation program which has to date paid approximately $31 million to more than ... |
| | | | ... McCallum said the figures are alarmingly low. "It is critical that aged care costs are built into later life financial planning. People are hesitating because of the negative media around nursing homes or simply denying the fact that they will need care ... |
| | | | ... Crole flagged that Sequoia will continue to acquire mid-tier licensee businesses within subsidiaries InterPrac Financial Planning and Sequoia Wealth Management to have a total of 1000 advisers by 2025. It will also acquire customer books into the salaried ... |
| | | | The Financial Planning Association of Australia (FPA) has named Sharon Taylor's replacement as chair of the Financial Planning Education Council (FPEC). Marc Olynyk is a senior lecturer in financial planning and superannuation and director of work integrated ... |
| | | | ... cap through AFCA be lifted to $2 million. The Chartered Accountants Australia and New Zealand, CPA Australia, Financial Planning Association of Australia, Institute of Public Accountants, SMSF Association, Association of Financial Advisers, Stockbrokers ... |
| | | | ... proposed compensation scheme of last resort. The Chartered Accountants Australia and New Zealand, CPA Australia, Financial Planning Association of Australia, Institute of Public Accountants, SMSF Association, Association of Financial Advisers, Stockbrokers ... |
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