Search ResultsShowing 41 - 50 of 100+ results for Jamie Williamson
Planners heed SMSF risk warning
JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2019
Are you effectively communicating the importance of diversification to your SMSF clients? Delegates have been warned how to avoid triggering the ATOs radar. Aaron Dunn, who is the chief executive of Smarter SMSF, has provided an update on SMSF regulation ...
AFCA reveals approach to Code of Ethics compliance
JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2019
The Australian Financial Conduct Authority has outlined its approach to assessing financial planner conduct in relation to the Code of Ethics. Speaking at the FPA Congress, AFCA deputy chief ombudsman June Smith said the body will take a measured and ...
Above and beyond: Planner excellence recognised
JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
The Certified Financial Planner® Professional of the Year and FPA Professional Practice of the Year have been named at the 2019 FPA Professionals Congress in Melbourne. Presented at the Future2 Celebration at the St Kilda Sea Baths and now in their ...
Tech-powered is empowered: SOAs
JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
With no legal or regulatory barriers to using technology to deliver advice, the Financial Planning Association of Australia is confident the future of your practice is paper-free and prosperous. Earlier this year, the FPA established The Future of the ...
FPA consults on future of advice, policy initiatives
JAMIE WILLIAMSON  |  WEDNESDAY, 27 NOV 2019
The Financial Planning Association of Australia has released a discussion paper outlining the major issues to impact the financial advice industry over the next five years. The Financial Planning Association of Australia has released a discussion paper ...
Countdown to FPA Congress
JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2019
Heading along to the 2019 FPA Congress in Melbourne this week? Still unsure of what you're looking to get out of it? Congress chair Michelle Tate-Lovery is here to help. This year's Congress, taking place at the Melbourne Convention Centre from tomorrow ...
Local Government Super welcomes new chief
JAMIE WILLIAMSON  |  MONDAY, 25 NOV 2019
Local Government Super has appointed a new chief executive. Phil Stockwell has been named chief executive of the fund, following an extensive search. Effective November 26, Stockwell will replace Donna Heffernan who has acted in the role since earlier ...
Dover, McMaster found guilty
JAMIE WILLIAMSON  |  FRIDAY, 22 NOV 2019
The Federal Court has found Dover Financial Advisers and Terry McMaster guilty in the case brought against them by ASIC. In a judgement handed down on Friday, Dover Financial Advisers and Terry McMaster have been found guilty of false, misleading and ...
Global group adds to local leadership
JAMIE WILLIAMSON  |  FRIDAY, 22 NOV 2019
The former director of sales at DWS has joined an international group to lead the introduction of its investment capabilities to the Australian and New Zealand markets. Munich Re has confirmed to Financial Standard it is bringing its savings and investments ...
Dealer group lead to depart
JAMIE WILLIAMSON  |  FRIDAY, 22 NOV 2019
The head of an IOOF-aligned dealer group will depart the business next week. Elders Financial Planning (EFP) has confirmed the resignation of Tony Beaven who has opted to return home to the United Kingdom. His departure, effective November 28, will ...
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