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| | | Australian Wealth Solutions has bowed out of its licence with Garvan Financial Planning after it folded into IOOF and moved across to ASVW Financial Services. AWS attributed the move as part of its long-term strategy to address the needs of clients ... |
| | | | Lifespan Financial Planning has appointed an industry veteran to its investment committee who will also oversee the dealer group's managed accounts offering. Brian Long joins Lifespan as senior investment specialist for managed accounts. He also takes ... |
| | | | ... communication, transparency and trust." "In recent years, the concept of a technology stack has become a hot topic in financial planning, as licensees and advisory firms look to technology to help drive practice efficiencies and client satisfaction and ... |
| | | | ... recent role. He was previously a senior investment analyst at ClearView Retirement Solutions and worked in financial planning at Commonwealth Bank. Maher will work closely with fellow co-head of not-for-profit Michael Karagianis who was appointed to ... |
| | | | The federal minister for women has awarded the Financial Planning Association of Australia a mandate to deliver $1.5 million worth of scholarships. The scholarships, which are part of the Women's Leadership and Development Program, aim to assist more ... |
| | | | ... comprises $150,000 of cash paid upfront. The two firms are formerly authorised representatives of Interprac Financial Planning. Interprac head of advice and compliance Mike Butler told Financial Standard that the two practices used Interprac Financial ... |
| | | | ... Newbold and Mark Humpries, is a boutique financial advisory firm. It previously operated under AMP's Charter Financial Planning. DMCA Advisory, which used to be part of Lonsdale and IOOF, has shifted to the Count Financial network. DMCA Advisory director ... |
| | | | ... and business consulting in November 2015. Her experience includes working across mergers and acquisitions for financial planning practices, business coaching and product development. Prior to joining Madison, Johns was national network manager at Capstone ... |
| | | | ... currently 2144 active AFSLs. This is compared to 2175 this time last year, then home to 22,307 advisers. Consultum Financial Planning, which is part of IOOF, saw a net addition of 188 advisers to the group during the period, bringing its total to 385. ... |
| | | | ... bodies to further build trust with the public. "The results can be compared with those of other professions, financial planning students, and of the population more generally as indicated in previous studies, both within Australia and internationally," ... |
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