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Showing 6191 - 6200 of 18268 results for "Plan"

ASIC bans former NAB, Westpac adviser

KARREN VERGARA  |  TUESDAY, 27 FEB 2018
ASIC banned a former NAB and Westpac adviser for five years for inappropriately providing superannuation and insurance advice. Brisbane-based financial adviser Christopher Ramsay was a representative of Westpac between 2010 and 2015. He went on to work ...

2018: The year of scaled advice

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
... Comprehensive advice still remains popular, with the super fund seeing a 15% rise in members requiring an in-depth financial plan in the same period. UniSuper executive manager - advice and employer relationships, Jack McCartney said the scaled advice ...

Is risk advice at risk?

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
... of life insurance advisers at the close of 2023. Pointing to recent CoreData research showing at least 16.5% of advisers plan to exit the industry in the face of new education standards, Trapnell described FASEA's proposed measures as "a grave disservice ...

Equipsuper appoints head of member advisory

ALEX BURKE  |  MONDAY, 26 FEB 2018
Equipsuper, which manages over $14 billion in funds for more than 75,000 members, has appointed a new head of member advisory. Paul Synhur was most recently Equipsuper's head of risk, having held previous roles in the fund's risk and compliance team. ...

Chief economist update: Three minutes

BENJAMIN ONG  |  MONDAY, 26 FEB 2018
... settings unchanged at their most recent meetings - what's more important is where the central banks think we are and where they plan to take us. The minutes of the meetings of the Reserve Bank of Australia (RBA), the European Central Bank (ECB) and the ...

FPA optimistic CFP will get FASEA tick

JAMIE WILLIAMSON  |  FRIDAY, 23 FEB 2018
The Financial Planning Association of Australia is confident the Financial Adviser Standards and Ethics Authority will recognise the Certified Financial Planner designation as a suitable bridging course for existing financial advisers. FPA chair Neil ...

BTFG names insurers on expanded APL

KARREN VERGARA  |  FRIDAY, 23 FEB 2018
BT Financial Group advisers will see two insurers added to the BT life insurance approved product list from March, a threefold increase on the current APL. AIA Australia and TAL products will be available alongside BT Protection Plans, underwritten ...

Industry fund CIO retires

DARREN SNYDER  |  THURSDAY, 22 FEB 2018
The chief investment officer at a $9 billion industry superannuation fund is retiring after more than eight years in the role. Retiring from Catholic Super is Garrie Lette. He currently oversees the investment arrangements of the fund's $9 billion MyLife ...

Former Charter adviser receives permanent ban

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2018
A former Charter Financial Planning adviser is permanently banned for dishonestly charging clients more than $65,000 in fees. ASIC has banned Brenton John Poynter of Baulkham Hills in NSW from providing financial services after an investigation found ...

DomaCom increases financial planner exposure

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2018
DomaCom has entered an integration agreement with the most widely used financial planning software in Australia. Under a new partnership, users of IRESS' XPLAN can now include DomaCom sub-fund investments in client portfolio reports. Properties are ...