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Showing 551 - 560 of 2303 results for "Financial Planner"

House passes professional standards bill

EMMA RAPAPORT  |  WEDNESDAY, 8 FEB 2017
Federal laws which will affect the future of the financial planning industry passed the House of Representatives last night. The Corporations Amendment (Professional Standards of Financial Advisers) Bill, which was first introduced into Parliament in ...

Wealth firm releases planning app Nettshell

EMMA RAPAPORT  |  MONDAY, 23 JAN 2017
Brisbane-based wealth management company Collins Mann Financial Management released an app which they say will keep financial planners honest. In an interview with Financial Standard, Collins Mann Financial Management (CMFM) co-director Mark Collins ...

FPA expels cheating member

EMMA RAPAPORT  |  THURSDAY, 19 JAN 2017
... to have cheated on his CFP exam. A hearing of the association's Conduct Review Commission (CRC) found senior financial planner Shylesh Sriranjan breached the FPA Code of Professional Practice by cheating on his CFP certification exam in 2015 - his third ...

CBA defends 'incorrect' personal advice claims

JAMIE WILLIAMSON  |  MONDAY, 16 JAN 2017
... outcome letter shortly before he passed away, which found that some of the personal advice he received from a financial planner was not appropriate," Gamertsfelder confirmed. In the statement Gamertsfelder said the bank was deeply saddened to learn of ...

La Trobe gains new ground on aged care

MICHELLE BALTAZAR  |  THURSDAY, 12 JAN 2017
Lending specialist La Trobe Financial gets a headstart in the aged care sector with a new product that has attracted more than $30 million since launch. A year ago, La Trobe launched a new retirement lending product unseen in the Australian market. ...

FPA educating future planning generation

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2017
Engaging the next generation and creating awareness of financial planning as a career is crucial to ensuring the future of the industry, according to the Financial Planning Association of Australia. Speaking to Financial Standard, FPA chief executive ...

Sydney planners topping salary figures

ALEX BURKE  |  MONDAY, 9 JAN 2017
Based on data available from Melbourne, Adelaide and Sydney, financial planners working in the latter city earn more than their interstate peers. The 2017 Robert Walters Salary Survey found that Sydney planners can expect to earn up to $160,000 annually ...

Advisers must be tribal: Stackpool

JAMIE WILLIAMSON  |  THURSDAY, 5 JAN 2017
Australia is facing a rising financial epidemic and advisers must do more to help combat it. Certainty Advice Group managing director and founder Jim Stackpool believes Australians are suffering with growing insecurities around their finances and advisers ...

Medium risk for terrorism funding in financial advice

ALEX BURKE  |  THURSDAY, 22 DEC 2016
... involved a news article which alerted a financial institution that a customer, who had been referred to them by a financial planner, was involved in a counter-terrorism investigation. The report outlined the process by which planners can (and must) submit ...

Top 10 financial planning stories in 2016

STAFF WRITER  |  TUESDAY, 20 DEC 2016
1. No bachelor's degree for existing advisers In April the Federal Government announced existing advisers will not be required to complete a bachelor's degree and will be given a longer time frame to meet new education standards. Government Minister ...