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Showing 41 - 50 of 2303 results for "Financial planner"

The transferrable skills for advisers who changed careers

KARREN VERGARA  |  FRIDAY, 13 SEP 2024
... have helped them succeed in their careers as financial advisers. Forbes Fava Saville Financial Planning senior financial planner and chief executive Cameron Forbes, and Complete Financial Providence director and financial adviser Nick Carmichael told ...

Mercer awarded mandate for North's APS CoreSeries

MATTHEW WAI  |  FRIDAY, 13 SEP 2024
Mercer will provide investment management for the APS CoreSeries Managed portfolios, which include Conservative, Balanced, and Growth options. Replacing Morgan Stanley Wealth Management, North said Mercer offers lower management fees of up to eight ...

Majority pass adviser exam

KARREN VERGARA  |  FRIDAY, 6 SEP 2024
ASIC reported a 62% pass rate for the latest sitting of the Financial Advisers Exam. In the August cycle, 231 candidates sat the exam and 143 passed. Nearly three quarters (73%) sat the exam for the first time. The results were similar to the April ...

Former adviser cops 12 years' imprisonment

KARREN VERGARA  |  TUESDAY, 27 AUG 2024
Former financial adviser Ben Jayaweera will spend the next 12 years behind bars after he was found guilty of fraud again. Jayaweera was sentenced in a retrial at the Brisbane District Court yesterday after he was found guilty of 28 counts of fraud amounting ...

Adviser permanently banned for faking qualifications

JAMIE WILLIAMSON  |  TUESDAY, 9 JUL 2024
A Western Australian financial adviser was permanently banned after he lied to his employer and clients about having passed the Financial Adviser Exam. Dashiel Benjo Vee, also known as Dash Vee, is banned from providing financial services, controlling ...

ASIC calls out sloppy adviser data

KARREN VERGARA  |  MONDAY, 1 JUL 2024
... qualifications as "approved" when they meant they were "approved" for professional designations such as the Certified Financial Planner (CFP). Some AFSLs said that their advisers had "approved" qualifications when referring to a bridging course. "These ...

Older clients boost book values

KARREN VERGARA  |  THURSDAY, 13 JUN 2024
A client book full of older clients are fetching a higher premium compared to last year, new advice practice valuations show. The Radar Results June 2024 price guide reveals that books of investment and super clients aged 80+ years old have seen their ...

Forged documents see former adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 30 MAY 2024
... that, Financial Foundations Australia for 14 months. An adviser for more than two decades, Nairn was a certified financial planner and member of the Financial Planning Association of Australia, as at the last update to his ASIC FAR record.

Brookfield Oaktree to further democratise alternatives in Australia

ANDREW MCKEAN  |  TUESDAY, 28 MAY 2024
Local investors will get access to Brookfield Oaktree Wealth Solutions' global private credit strategy later this year, with plans to launch it as a unit trust. An infrastructure fund that's been successful in other regions will follow by early ...

Litigation funder disputes AMP BOLR settlement

KARREN VERGARA  |  WEDNESDAY, 8 MAY 2024
The litigation funder of the AMP Buyer of Last Resort (BOLR) class action is negotiating its cut of the settlement money and could take home as much as $43 million. A notice of proposed settlement from the Federal Court shows the funder, Augusta Pool ...