Search Results | Showing 41 - 50 of 4058 results for "Financial planning" |
| | | ... Corporations Act. This would ensure that providers are required to have an AFSL. The paper also recommends introducing financial planning specialisation categories on the ASIC Financial Advisers Register (FAR), to more effectively identify licensed advisers. ... |
| | | | ... platform. His family and friends also lost money from the scam. He told the program that he had been "in the [financial planning] game for 35 years" and if an "influential financial adviser" like him couldn't spot a scam then "Joe Blow out there ... |
| | | | ... has since provided the outcomes for MWL Financial Services, Financial Services Group Australia, and Interprac Financial Planning. |
| | | | ... documents, The conduct occurred while Nong was working at 360 Financial Strategists and licensed through AMP Financial Planning, now Akumin Financial Planning. ASIC determined Nong was not fit and proper, nor did he have the honesty, character, trustworthiness ... |
| | | | Interprac Financial Planning will need to pay approximately $120,000 in compensation to a complainant over inappropriate advice provided in relation to the Shield Master Fund, the Australian Financial Complaints Authority (AFCA) lead decision reveals. ... |
| | | | ... seeking an alternative to trade sales or buyouts, it said. It will also enable the advice group to offer enhanced financial planning, accounting, lending and personal risk advice under a single multidisciplinary model. Infinity Financial Consultants ... |
| | | | ... and administrative support, capital and business referrals. Rob Gould, who was most recently the director of financial planning at Bentleys Wealth, has been appointed as principal to lead CHN Wealth. He brings close to 40 years' experience across the ... |
| | | | ... quickly and consistently," Singh said. The complaint for FSGA refers to inappropriate advice provided by 5 Point Financial Planning, formerly associated with FSGA. Recently AFCA released its lead decision on MWL Financial Services, under which complainants ... |
| | | | ... investment consultant for NQ Super Atchison, saying they all contributed to member losses other than ETSL. Interprac Financial Planning and Venture Egg were also mentioned. In EQT's eyes, losses to members were caused by financial advisers' wrongdoing ... |
| | | | ... general insights to members seeking more information to benefit their financial wellbeing. According to CSC financial planning manager Martin Gee, some 85% of appointments have resulted in members feeling more confident in their financial decision-making. ... |
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