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Showing 621 - 630 of 4095 results for "Financial planning"

Advice practices set to benefit from tax cuts

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
... the case is being heard," Australian Small Business and Family Enterprise Ombudsman Bruce Billson said. The Financial Planning Association of Australia said it welcomes a number of changes to superannuation and aged care outlined in the budget. "The ...

Fiducian acquires Adelaide adviser's FUA

KANIKA SOOD  |  TUESDAY, 11 MAY 2021
... network of Fiducian Financial Planners to expand. This acquisition facilitates expansion of a quality franchise financial planning business in the Adelaide community," said Fiducian head of business development and distribution Jai Singh. Fiducian Financial ...

AFA appoints partnerships GM

KARREN VERGARA  |  MONDAY, 10 MAY 2021
... who joined from AMP. Cameron Burne joined the AFA in March and was most recently a partnership manager at AMP Financial Planning. He spent over eight years with the AMP group and prior to that was a national business development manager at Media Super ...

Global institute launches free expat advice resources

KARREN VERGARA  |  FRIDAY, 7 MAY 2021
... membership and resources for free to financial advisers who want to service Australian expatriates. The Global Financial Planning Institute (GFPI), which was established in September 2019, provides educational resources such as tax, retirement and estate ...

Centrepoint Alliance hires from Morningstar

ELIZABETH MCARTHUR  |  FRIDAY, 7 MAY 2021
... software arm Enzumo. Farisha Cabrera will step into the position. She was most recently senior product manager for financial planning at Morningstar. Cabrera has worked at Centrepoint Alliance previously and was head of advice technology at the dealer ...

AMP advice transformation leads exits

KARREN VERGARA  |  FRIDAY, 7 MAY 2021
... Supervision and Monitoring (SAM) program to support the transformation of the advice business across Commonwealth Financial Planning. Prior to AMP, Hopkins was a program director at TAFE NSW and an executive business manager at Bank of Queensland. Earlier ...

Former adviser cops eight-year ban

KARREN VERGARA  |  THURSDAY, 6 MAY 2021
... inaccurate letters about superannuation to be issued to some Aon Master Trust Members. In April, former Apogee Financial Planning representative Ahmed Saad pleaded guilty for dishonestly obtaining financial advantage by deception for his role in an illegal ...

New Islamic advice group launches, hires from MSC

KANIKA SOOD  |  WEDNESDAY, 5 MAY 2021
... services provider MSC Group's chief operating officer. Prior to this, she has worked at Challenger, IOOF, Capstone Financial Planning and AMP. She will lead the development of Hejaz's adviser network. "Muslims are a growing but underserved financial ...

Adviser software soft launches

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
A new financial planning software that is free of charge promises to alleviate the cost of advice. ProductRex helps financial advisers assess superannuation and investment product recommendations by comparing fees and asset allocation between platforms ...

AZ NGA acquires two advice practices

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
AZ Next Generation Advisory (AZ NGA) has acquired two Queensland-based financial planning firms. Blue Harbour Financial Partners (formerly Bridges Brisbane Bayside) and Henderson Matusch Group brings the network to a total of 79. Blue Harbour, which ...