Search Results | Showing 41 - 50 of 2251 results for "Financial Planner" |
| | ... one income can throw a spanner in the works, even for the very best budgeter, explains Master Your Money Now financial planner Sok Lay. "Being a single woman, you have to make bigger purchases alone, like a house and then you're solely responsible ... |
| | | ... professional standards and advocacy and moved into several senior roles over the years. Before the FPA, Marshan was a financial planner and advice support manager at State Super Financial Services (StatePlus) and worked as a lecturer at the University ... |
| | | ... won't draw a distinction between that advice and professional advice given by a qualified and registered financial planner." Some financial advisers have also had their say. One acknowledged the reform as the government reinstating super funds to ... |
| | | Financial advisers and non-relevant providers should share the load when it comes to giving simpler financial advice, Michelle Levy maintains. As previously flagged in the draft proposals, Levy has suggested the Corporations Act be amended to provide ... |
| | | ... 2023. The AFA and its associated entities like the AFA Foundation will wind up after 1 July 2023. A Certified Financial Planner member of the FAA will pay $995 in annual membership fees for the 2023-24 financial year. Rainmaker analysis of ASIC's ... |
| | | ... SMSF Specialist Advisor designation. The express pathway will be available to FPA members holding the Certified Financial Planner (CFP) designation, who will be exempt from completing the nine standard education modules. Instead, they will receive comprehensive ... |
| | | ... typical experience was for a super fund member to be cold called by an intermediary generating business for a financial planner, told their fund was "high risk" and all their money would go to the government if they died, emailed documents including ... |
| | | A former Melbourne financial planner has pleaded guilty to three counts of engaging in dishonest conduct whilst running a financial services business. ASIC found that between February and March 2015, Bradley Grimm engaged in dishonest conduct on five ... |
| | | ... financial advice. They are instrumental in providing product research and strategy modelling options for the financial planner, not to mention producing the full financial plan and ensuring it meets the client's goals, objectives, and financial needs." ... |
| | | Pre-retirees are increasingly interested in receiving financial advice, according to a retirement planning study by Fidelity International. Fidelity's New Life Old Life report shows that 80% of pre-retirees currently receive advice, have received ... |
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