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Showing 611 - 620 of 2303 results for "Financial Planner"

AZ NGA acquires $130m Brisbane practice

ALEX BURKE  |  TUESDAY, 2 AUG 2016
... executive Paul Barrett said: "Logiro are a natural fit for AZ NGA as the team is led by a highly experienced Financial Planner in Chris Shiels and has a next-generation approach to serving clients and an appetite for growth." Shiels added: "We're delighted ...

InvestmentLink launches fintech data grant

KERRIE SYDEE  |  TUESDAY, 2 AUG 2016
Independent financial data source InvestmentLink has established a data grant to support emerging Australian fintech companies. The grant will allow selected fintech start-ups to access a feed of financial account and investment fund data for free for ...

ATO resource targets illegal pension schemes

MARK SMITH  |  THURSDAY, 28 JUL 2016
The Australian Taxation Office (ATO) has launched a new initiative aimed at educating advisers and pre-retirees about the potential pitfalls of retirement planning schemes. Super Scheme Smart - which forms part of the ATO's broader focus on tax avoidance ...

ASIC hands down multiple bans

KERRIE SYDEE  |  WEDNESDAY, 27 JUL 2016
... Zealand Banking Group (ANZ). Craig Miller, formerly of Malanda in North Queensland, was employed by ANZ as a financial planner between 2008 and 2015 to provide advice to clients of ANZ. Miller was banned from providing financial services for a period ...

SMSFs will shape the future of ETFs

DARREN SNYDER  |  TUESDAY, 26 JUL 2016
The rise of exchange-traded funds is one of the most remarkable growth stories in Australian financial services, and self-managed superannuation funds are going to lead its future. State Street Global Advisors head of portfolio strategists Asia-Pacific ...

Independent body will make new standards simpler: FPA

KERRIE SYDEE  |  FRIDAY, 22 JUL 2016
... upskill if they currently only hold a diploma or advanced diploma. "The minister has confirmed that no existing financial planner will be required to complete a bachelor's degree. However, in saying that the requirement is that you must demonstrate that ...

Focus on older men will kill financial planning

ALEX BURKE  |  FRIDAY, 22 JUL 2016
... chief executive Dante De Gori also emphasised the need for diversity, noting that currently, the FPA's Certified Financial Planner designation represents around 5,600 planners, just 20% of whom are women and only 131 under 30. He said there was only ...

Super gets reality check on engagement

DARREN SNYDER  |  FRIDAY, 22 JUL 2016
Choice chief executive Alan Kirkland told superannuation funds a few home truths this week, relaying several member perceptions about the industry ahead of research to be released by the consumer advocacy group. Speaking at an Association of Superannuation ...

FPA makes key policy and membership appointments

KERRIE SYDEE  |  MONDAY, 18 JUL 2016
... 10 years working with the FPA on member committee and working groups and prior to this spent nine years as a financial planner and senior manager at StatePlus (formerly State Super Financial Services). Dimitri Diamantes has been appointed to the role ...

MGD sets focus on risk and succession

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
... solutions. Proudfoot joins MGD Wealth from National Australia Bank (NAB) where he held roles including senior financial planner and business protection specialist. Prior to this he worked at Suncorp Group as both a financial adviser and team supervisor ...