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Showing 531 - 540 of 4095 results for "financial planning"

Midwinter hires from Integrity Life

ANNABELLE DICKSON  |  MONDAY, 1 NOV 2021
... after Andrew Zietara joined Midwinter as head of product earlier last month. Zietara was previously head of financial planning for Queensland for Hillross and AMP Financial Planning.

Financial Standard, Deakin University partner

STAFF WRITER  |  FRIDAY, 29 OCT 2021
... 's FS Aspire CPD platform will be able to access enhanced education opportunities, while those studying financial planning at Deakin University can access FS Aspire CPD's range of content. Financial Standard has been providing CPD solutions for ...

Major legislations hit parliament

KARREN VERGARA  |  FRIDAY, 29 OCT 2021
... to enhance the effectiveness of professional indemnity insurance in responding to compensation claims. The Financial Planning Association of Australia said advisers' PI insurance with respect to the scheme looks problematic. The FPA said individual ...

Commonwealth Financial Planning to shutter

ELIZABETH MCARTHUR  |  TUESDAY, 26 OCT 2021
Commonwealth Financial Planning is closing, Commonwealth Bank announced today. From today forward, Commonwealth FP cannot take on any new financial advice clients. Existing advisers and clients will have until November 30 to work out next steps, before ...

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.