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Showing 561 - 570 of 938 results for "Representatives - 200"

St George head of advice joins Anne Street

LAURA MILLAN  |  MONDAY, 9 FEB 2015
Westpac's head of St George, Bank of Melbourne and Bank SA Financial Planning has left the business and joined Anne Street Partners as head of strategy and advice. Jason Dunn will be responsible for the implementation of the firm's national business ...

Separate risk advisers from other planners: Synchron

LAURA MILLAN  |  THURSDAY, 29 JAN 2015
A life insurance policy has more in common with car insurance policies than with an investment portfolio and therefore risk advisers should be kept separate from other financial planners, Synchron director Don Trapnell argued. "For some reason, risk ...

Happy Australian dollar Day

BENJAMIN ONG  |  TUESDAY, 27 JAN 2015
Australians all, let us rejoice for exactly on the day we celebrated our national day, the A-dollar dropped to US$0.7855 - its lowest level since July 2009 - bringing it closer to the US$0.75 mark that would make RBA Governor Glenn Stevens a happy little ...

Melbourne planner launching crowd-funded positivity campaign

ALEX BURKE  |  THURSDAY, 22 JAN 2015
A Melbourne adviser is looking to crowd-fund a campaign to promote positive stories about financial planners. Spurred by negative press about the profession, Houghton Strategic Solutions owner and AFA member Melinda Houghton is launching Positivity ...

Australian Unity acquires Premium Wealth

ALEX BURKE  |  WEDNESDAY, 14 JAN 2015
Australian Unity Personal Financial Services (Australian Unity) has acquired nearly 97% of Premium Wealth Management. Premium Wealth shareholders almost unanimously accepted the acquisition offer, with the transaction being completed on 22 December. ...

ASIC imposes conditions on Guardian Advice

STAFF WRITER  |  WEDNESDAY, 7 JAN 2015
The Australian Securities and Investments Commission (ASIC) has imposed conditions on the licence of Suncorp-owned Guardian Advice following a surveillance which uncovered deficiencies in the advice it provided to retail clients. ASIC said the company ...

Royal commission must look at 'full picture': TWUSUPER CEO

JAMES FERNYHOUGH  |  THURSDAY, 11 DEC 2014
Incoming TWUSUPER chief executive Paul Sayer has questioned the motivation of the Royal Commission into Union Governance and Corruption, urging the commissioner to take a balanced view in his initial findings, which are due out on Monday. Just over ...

Infra committee recommends ISA's inverted bid model

JAMES FERNYHOUGH  |  FRIDAY, 5 DEC 2014
Industry Super Australia's inverted bid model for infrastructure project development has moved a step closer to becoming a reality, receiving the endorsement of the House of Representatives Standing Committee on Infrastructure and Communications. The ...

Register to include qualifications, association membership

LAURA MILLAN  |  MONDAY, 1 DEC 2014
The government's public financial adviser register will include adviser's qualifications and professional association memberships by March 2015, Treasury has confirmed. A statement by the department confirmed that the register will also include the ...

Treasury seeks consultation on adviser register

LAURA MILLAN  |  THURSDAY, 27 NOV 2014
Treasury has started the consultation process on the public register of financial advisers, with submissions closing on December 17. The adviser register will be implemented as an amendment to the Corporations Act and approved through regulation. The ...