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Showing 661 - 670 of 4062 results for "Financial Planning"

FPA announces new specialist designation

ELIZA BAVIN  |  THURSDAY, 12 NOV 2020
The Financial Planning Association of Australia (FPA) has launched the FPA Aged Care Specialist professional designation. The FPA said it is committed to providing its members, and wider profession, with the skills and resources to meet the needs of ...

Fiducian looks to gain from change

ELIZA BAVIN  |  THURSDAY, 12 NOV 2020
... said, despite this, it is aiming to grow funds under advice organically and through strategic acquisitions of financial planning businesses. It said regulation and change in industry dynamics may lead to enhanced opportunities to acquire new businesses. ...

Gwen Fletcher Award winner named

ELIZABETH MCARTHUR  |  THURSDAY, 12 NOV 2020
The Financial Planning Association of Australia (FPA) has announced the winner of its prestigious biannual Gwen Fletcher Memorial Award. Jacob McCudden from Back to Back Financial Planners, an advice business based in the regional town of Young in New ...

CountPlus adds former MLC practice

KARREN VERGARA  |  WEDNESDAY, 11 NOV 2020
... to enable us to better deliver quality advice to clients," he said. O'Toole is a former director of the Financial Planning Association of Australia and founding chair of Godfrey Pembroke's advisory board. Yesterday, CountPlus announced it sold ...

Three advisers banned for non-financial crimes

ELIZABETH MCARTHUR  |  FRIDAY, 6 NOV 2020
... indefinite period, and will be on the sex offenders register for life. Cochran's firm was called Celebrity Financial Planning and he claimed to have celebrity clients, including ex-Atomic Kitten star Kerry Katona. UK publication Express & Star reported ...

FASEA urged to clarify in-house product conflicts

ELIZABETH MCARTHUR  |  THURSDAY, 5 NOV 2020
... by a disinterested person - without any reference to the specific recommendations made to each client." The Financial Planning Association of Australia (FPA), in its submission, agreed that standard three has some issues. "The FPA remains concerned that ...

AMP extends life insurance APL

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 NOV 2020
... are the two new additions. And, for the first time, the APL will be consistent across all AMP licensees; AMP Financial Planning, Hillross and Charter will now have the same APL. "Our advice research team undertook a rigorous industry review and tender ...

Fastest-growing AFSLs in the country

KANIKA SOOD  |  FRIDAY, 30 OCT 2020
... registrations ceased, meaning its total adviser headcount was 440 - an increase of 36 advisers. In net terms, Lifespan Financial Planning was the winner with 62 additions. It ended September with 254 current advisers, after 101 new registrations and ...

FPA announces three board additions

ELIZA BAVIN  |  TUESDAY, 27 OCT 2020
The Financial Planning Association of Australia (FPA) has announced the appointment of three new additions to its board. Kearsten James, Julie Matheson and Julian Place have been elected to the FPA board. James and Place will serve on the board for ...

Super SA hires former Elders manager

ELIZABETH MCARTHUR  |  MONDAY, 26 OCT 2020
... appointed as senior manager financial advice at the fund. He was previously the regional manager for Elders Financial Planning in South Australia and Western Australia. Super SA chief executive Dascia Bennett said Allan "brings a wealth of experience ...