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Showing 651 - 660 of 4095 results for "Financial planning"

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 ...

Australia to echo UK advice growth

ANNABELLE DICKSON  |  TUESDAY, 2 MAR 2021
... Intelligent Office software platform will come up against IRESS as it offers client relationship management, financial planning, client reporting, portfolio valuation and adviser-led automated advice. Intelliflo chief executive Nick Eatock said it will ...

FPA names Gwen Fletcher Memorial Award winner

ELIZA BAVIN  |  THURSDAY, 25 FEB 2021
The Financial Planning Association of Australia (FPA) has named Melbourne-based financial planner Renato Manias as the first 2021 winner of the Gwen Fletcher Memorial Award. Named after the late "first lady of financial planning", the award recognises ...

Count Financial expands national reach

ELIZA BAVIN  |  THURSDAY, 18 FEB 2021
... announced three new firms have been added to its national network of advice businesses. Plan Protect and YS Financial Planning from Sydney and Financial Stability from Melbourne are the three newest firms in the CountPlus-owned licensee. Plan Protect ...