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Showing 611 - 620 of 4058 results for "Financial planning"

CFP Board creates diversity and inclusion role

KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
... company NASCAR. The CFP Board has named Dawn Harris as its director of diversity and inclusion for the Centre for Financial Planning. The newly created position will see Harris advance diversity and inclusion programs. This includes identifying, developing ...

Count snaps up three former MLC firms

ELIZABETH MCARTHUR  |  THURSDAY, 1 APR 2021
... Count are: Sapphire Coast Financial Services (formerly licensed through Godfrey Pembroke), Next Generation Financial planning (Meritum) and Aspire Financial Planning Group (Garvan). Sapphire Coast Financial Services is the fourth firm to join Count Financial ...

Advice association chief steps down

JAMIE WILLIAMSON  |  THURSDAY, 25 MAR 2021
... FASEA exam and degree equivalent requirements, he said. "Similarly, he facilitated our collaboration with the Financial Planning Association, Financial Services Council and other industry stakeholders, via forums such as the AFA/FPA Joint Associations ...

Aware to restructure advice offering

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 MAR 2021
... but it's important that people understand the facts as they actually are," Aware group executive, advice and financial planning Sarah Forman said. Aware integrated the StatePlus AFSL into the fund in 2019 when it was still known as First State Super. ...

IOOF firms abandon ship

ANNABELLE DICKSON  |  WEDNESDAY, 17 MAR 2021
... ahead of the MLC acquisition, with one firm saying it was seeking a licensee without "hidden agendas". Magnis Financial Planning, Glenbuckie, Aim Financial Advice and Strategic Wealth Management were previously operating under IOOF's Bridges and ...

Celebrating women in financial services

STAFF WRITER  |  MONDAY, 8 MAR 2021
... without many of the challenges that may have been present in the past. Q: If your daughter were entering the financial planning industry tomorrow, what three pieces of advice would you give her? A: First, I'd say to check out the 'our team' ...

Former adviser charged over fabricated information

JAMIE WILLIAMSON  |  FRIDAY, 5 MAR 2021
The former financial adviser, who has previously worked for Westpac, Fortnum Private Wealth and Libertas Financial Planning, was charged with 16 offences related to fabricating evidence with hopes ASIC would stop looking into him. Ezzat Daniel Nesseim ...

Chant West to buy Rice Warner insurance comparator

KANIKA SOOD  |  FRIDAY, 5 MAR 2021
... 2020, Chant West sold its superannuation business to private equity backed Zenith Investment Partners, and its financial planning software Enzumo to ASX-listed Centrepoint Alliance.

Adviser levy to increase by 160%

ELIZABETH MCARTHUR  |  FRIDAY, 5 MAR 2021
... licence plus $1571 for each additional adviser. Chartered Accountants Australia and New Zealand, CPA Australia, Financial Planning Association of Australia, Institute of Public Accountants and the SMSF Association have now joined forces to slam the hike. ...

Former Apogee adviser charged with deception

ANNABELLE DICKSON  |  TUESDAY, 2 MAR 2021
... and Investments Commission (ASIC) alleges that Saad, while working as an authorised representative of Apogee Financial Planning, illegally obtained funds from client super accounts. It is alleged Saad illegally obtained funds between $1000 and $28,000 ...