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| | | Financial planners have improved their standing in the Roy Morgan Image of Professions survey but still have some way to go before they can be considered one of the most trusted professions. Of the 30 professions included in the survey, financial planners ... |
| | | | ... signatures of a number of the bank's clients to whom he was providing financial advice, while he was a senior financial planner based at the Broadbeach Commonwealth Bank branch on the Gold Coast. It is alleged Gillespie forged the signatures of clients ... |
| | | | Midwinter and SuiteBox, the mobile office solution for advisers, have partnered to deliver an electronic solution to alleviate issues surrounding the FoFA Opt-In for financial planners. The partnership will allow advisers using Midwinter's AdviceOS ... |
| | | | ASIC has permanently banned a former AFS licensee employee and former chairman of collapsed lender Wickham Securities and founder of Sherwin Financial Planners (in liquidation), from providing financial services. Former AFS licensee employee Nicolai ... |
| | | | Over a third of Australians (36%), who otherwise wouldn't or couldn't afford to see a financial planner, want their super funds to provide robo-advice services, according to the Investment Trends 2015 Direct Client Report. The report, based on a survey ... |
| | | | Local Government Super (LGS) has appointed former NGS Super head of financial planning to the role of head of advice. Andrew Dunkerley has over 20 years' experience in financial services, including senior roles at NGS Super and Industry Fund Services. ... |
| | | | The Financial Planning Association of Australia has appointed a new head of education. Shaun Weston-Cole will take on the role, replacing Howard Cook, who has transitioned into the role of FPA head of academic relations. In the role Weston-Cole will ... |
| | | | A higher than expected number of changes to superannuation delivered in the 2016 federal budget will keep financial advisers on their toes, as they work to update financial plans in line with the changes. From 1 July 2017, the tax exempt status of income ... |
| | | | ... Commenting on his appointment, Case said: "I derive great satisfaction from the client relationship aspect of being a financial planner - helping to guide a client from where he or she is today to where they plan to be tomorrow. "So, the opportunity ... |
| | | | AZ Next Generation Advisory has signed a binding sale and purchase agreement to acquire the entire capital of its twelfth firm. Sterling Planners was established in 1997 and currently services clients from North Sydney. The firm offers clients a full ... |
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