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Showing 591 - 600 of 4095 results for "Financial planning"

Former AFA chief in new role

KARREN VERGARA  |  TUESDAY, 6 JUL 2021
... included serving as the general manager of life and investments for five years. Prior to Zurich, Kewin ran a financial planning business and worked at ING and the Associated Planners Management. At the AFA, general manager of policy and professionalism ...

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... month of the financial year, taking the total population to 19,544, latest ASIC data shows. As at July 1, AMP Financial Planning finished the financial year with 690 advisers, while The SMSF Advisers Network (SAN) had 669 representatives at the end of ...

Connectus acquires fifth practice

KARREN VERGARA  |  WEDNESDAY, 30 JUN 2021
... South Wales-based self-licensed firm George Ferizis Group. Since 1979 the group has advised small businesses on financial planning, investment management and lending solutions, as well as accounting and tax compliance services. Founder and director George ...

Adviser slapped with four-year ban

KARREN VERGARA  |  MONDAY, 28 JUN 2021
Another former Meritum Financial Group and InterPrac Financial Planning adviser has copped a ban from the corporate regulator. From 1 April 2021, ASIC banned Hobart-based Hannah Jennings from providing financial services for four years for failing to ...

Stonehouse acquires risk advice firm

KARREN VERGARA  |  MONDAY, 28 JUN 2021
... Solutions, a subsidiary of Countplus, between 2012 and February 2020. It moved licensees, operating under Lifespan FInancial Planning until this month when Owen announced that Stonehouse will take over. Owen told Financial Standard that regulation of ...

Better Advice regulations hit parliament

KARREN VERGARA  |  FRIDAY, 25 JUN 2021
... January 2022, transferring its powers to ASIC. ASIC will be responsible for administering the adviser exam. The Financial Planning Association of Australia (FPA) chief executive Dante De Gori said the FSCP is an important reform for the profession. "Creating ...

Court orders new group definition in CBA advice class action

KANIKA SOOD  |  WEDNESDAY, 23 JUN 2021
... were filed by Diana Tyrrell and Edward Thomas. They claim that financial advisers working for Commonwealth Financial Planning and Financial Wisdom recommended their clients take out life insurance policies through former CBA subsidiary Commonwealth Mutual ...

AWS swaps to boutique licensee

ANNABELLE DICKSON  |  TUESDAY, 22 JUN 2021
Australian Wealth Solutions has bowed out of its licence with Garvan Financial Planning after it folded into IOOF and moved across to ASVW Financial Services. AWS attributed the move as part of its long-term strategy to address the needs of clients ...

Lifespan appoints investment expert

KARREN VERGARA  |  FRIDAY, 18 JUN 2021
Lifespan Financial Planning has appointed an industry veteran to its investment committee who will also oversee the dealer group's managed accounts offering. Brian Long joins Lifespan as senior investment specialist for managed accounts. He also takes ...

iFactFind launches

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
... communication, transparency and trust." "In recent years, the concept of a technology stack has become a hot topic in financial planning, as licensees and advisory firms look to technology to help drive practice efficiencies and client satisfaction and ...