Search Results | Showing 41 - 50 of 2254 results for "Financial planner" |
| | | ... including WorkSafe Victoria and the Medical Practitioners Board of Victoria. He then trained and worked as a financial planner before becoming a case manager with an AFCA predecessor, the Financial Ombudsman Scheme, in 2010. AFCA deputy chief ombudsman ... |
| | | | A former AMP representative, who falsified information when providing superannuation and insurance advice, has pleaded guilty to three charges of dishonest conduct and is due to be sentenced. David Fong, who operated Fong Financial Planners, pleaded ... |
| | | | Financial advice group FYG Planners has joined forces with Asendium to provide its network of advisers access to new software. Financial advisers will be able to utilise Asendium's Statement of Digital Advice (SoDA) system. This enables advisers to ... |
| | | | ... 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 ... |
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