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Showing 541 - 550 of 2303 results for "Financial Planner"

Profit-to-member super funds must restore trust: AIST

EMMA RAPAPORT  |  WEDNESDAY, 22 MAR 2017
Profit-to-member superannuation funds have a duty to strengthen and restore trust in Australia's $2 trillion super system, as well as lead other institutions to restore economic balance for the everyday working person. Australian Institute of Superannuation ...

Workers' retirement angst growing

KARREN VERGARA  |  MONDAY, 20 MAR 2017
... financial planners or go directly to their super fund to help them reach their retirement goals. Retirees who used a financial planner allocated nearly twice as much of their savings to retirement income products than retirees who did not use a planner. ...

Findex assigns Aussie equities mandate

JAMIE WILLIAMSON  |  THURSDAY, 16 MAR 2017
Findex has awarded the mandate for its managed discretionary Australian core equity portfolios to an active equities manager. Following a rigorous review program by the Findex investment team, Altair Asset Management secured the contract, having first ...

NAB pushes planning career path

JAMIE WILLIAMSON  |  MONDAY, 13 MAR 2017
... will also receive an invitation to a NAB FP professional development day and a mentorship with a senior NAB financial planner. In partnership with the Financial Planning Association (FPA) and the Financial Planning Education Council (FPEC), NAB FP will ...

New head of advice for industry fund

JAMIE WILLIAMSON  |  FRIDAY, 10 MAR 2017
... working in personal income tax and audit as a Chartered Accountant in his early career before becoming a Certified Financial Planner and providing holistic strategic advice. A spokesperson for the fund said Poole's promotion "was part of the fund's recent ...

False ASIC licensing claims lead to closure

JAMIE WILLIAMSON  |  WEDNESDAY, 8 MAR 2017
A Melbourne-based financial planner closed his website following an investigation by ASIC. Stephen Burgin, an authorised representative of Interprac Financial Planning, falsely claimed to be a 'senior ASIC licenced adviser' and an 'ASIC licenced fractional ...

Property manager creates unlisted fund

JAMIE WILLIAMSON  |  TUESDAY, 28 FEB 2017
A subsidiary of an Australian property fund manager recently launched its new unlisted property fund. This week Centuria Property Funds launched the Centuria Diversified Property Fund. It is a multi-asset, open-ended unlisted property fund with an objective ...

Countplus appoints new CEO

ALEX BURKE  |  FRIDAY, 24 FEB 2017
Countplus is welcoming the former chair of the Financial Planning Association as its new chief executive. Matthew Rowe will take the reins at the ASX-listed wealth management group having been a director since October last year. He is also chair and ...

Life insurance ranks lowest in customer satisfaction

ALEX BURKE  |  THURSDAY, 23 FEB 2017
... branch were more satisfied (76.4%) than those who did so via an insurance broker (67.1%), institutionally-aligned financial planner (64.6%) or independent financial adviser (58.4%). Of the 13 largest life and risk insurers, Allianz rated the highest ...

Landmark advice reforms pass Senate

EMMA RAPAPORT  |  FRIDAY, 10 FEB 2017
... the new independent standards setting body. "The legislation will provide assurance to consumers that their financial planner will be highly trained, experienced and subject to an enforceable code of ethics," FPA chief executive Dante De Gori said. Minister ...