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Showing 41 - 50 of 116 results for "Financial Planning Services"

Planners keen to leave big dealer groups

JAMES FERNYHOUGH  |  FRIDAY, 5 SEP 2014
... increased activity in both appointing financial planning firms within our boutique Licensee business Financial Planning Services Australia (FPSA) and also establishing AFSL's for financial planning firms that wish to operate as an IFA under their own ...

Netwealth overhauls adviser technology

ALICE URIBE  |  TUESDAY, 26 AUG 2014
... technology committees, with representatives formed from the IFA market and netwealth dealer owned Financial Planning Services Australia. "The establishment of the Adviser technology committees is an important step in enhancing this technology program ...

Cbus and FPA sign adviser referral deal

LAURA MILLAN  |  WEDNESDAY, 23 JUL 2014
... Cbus chief executive David Atkin said. "It means Cbus members can access world class professional financial planning services," he said. "The program is expected to encourage deeper engagement among members with their super and retirement planning," ...

Gen Ys most keen on intra-fund advice

LAURA MILLAN  |  FRIDAY, 18 JUL 2014
... said. But intra-fund take up is still low; with only 33.5% of members currently using their fund's financial planning services. "It's likely that we will continue to see engagement levels rise in the super industry due to the huge demographic shift taking ...

Netwealth unveils key changes to advice business

LAURA MILLAN  |  FRIDAY, 27 JUN 2014
... and a half years, and she left the business to pursue another opportunity. The group has appointed Financial Planning Services Australia (FPSA) executive Peter Boston as head of advice development. In this new position, Boston will oversee the sales ...

Bridges brings another advice business under IOOF umbrella

LAURA MILLAN  |  TUESDAY, 10 JUN 2014
... Credit Union Australia (CUA) financial planning division. Bridges, which is owned by IOOF, provides financial planning services to approximately 80% of the mutual industry. "Bridges was chosen for the right commercial terms, their ability to transition ...

Financial Index launches low-cost advice platform

LAURA MILLAN  |  TUESDAY, 25 FEB 2014
... Australians who have never accessed financial advice. The MOVO platform will focus on rolling out financial planning services, but future phases include integrating online accounting, lending and self-managed super funds (SMSF) solutions. Financial Index ...

netwealth Advice names head of operations

JAMES FERNYHOUGH  |  TUESDAY, 29 OCT 2013
... the operations of netwealth Advice Group and its three business lines, Pathway Licensee Services, Financial Planning Services Australia and Bridgeport Financial Planning. Head of netwealth Advice Group Simon Micallef said: "The appointment of Roz has ...

FPA and Cbus reach 'landmark agreement'

JAMES FERNYHOUGH  |  TUESDAY, 15 OCT 2013
... mission," adding: "The pilot referral service aims high: allowing Cbus members access to professional financial planning services delivered by a CFP practitioner operating within an FPA Professional Practice. "This is an exciting step. And we look forward ...

Netwealth Advice set for growth after business restructure

LAURA MILLAN  |  FRIDAY, 13 SEP 2013
... Advice Simon Micallef said. The group currently has a total of 60 advisers across three companies: Financial Planning Services Australia (FPSA), Bridgeport and Pathway, which services 1,000 advisers. Micallef said that the group is looking to grow by ...