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Showing 681 - 690 of 2303 results for "Financial Planner"

FPA awards associate adviser of the year

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
The Financial Planning Association (FPA) has revealed the winners of the Associate Financial Planner of the Year Award, the Student of the Year Award and the Gwen Fletcher Memorial Award. The winner of the 2015 FPA Associate Financial Planner (AFP) ...

Women program to reach all CBA advisers

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
... Also speaking at the event was journalist Jennifer Byrne, who told the audience about her experience finding a financial planner. "My financial planner made me competent and confident, which gave me freedom," she explained. Byrne said that she was looking ...

Rantall to step down as FPA CEO

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
... be replacing Rantall from 1 March 2016. De Gori will be the second FPA chief executive to hold the Certified Financial Planner designation De Gori "has a deep understanding of the FPA, our policies, government and industry relationships and our members. ...

StatePlus adopts FPA professional practice program

LAURA MILLAN  |  WEDNESDAY, 18 NOV 2015
... Professional Practices. All StatePlus planners are members of the FPA and more than half have achieved the Certified Financial Planner designation. By 2019, all planners will be CFP practitioners. Formerly State Super Financial Services, StatePlus said ...

Treasurer calls for planners to enter China

DARREN SNYDER  |  WEDNESDAY, 18 NOV 2015
Federal Treasurer Scott Morrison has reignited calls for financial services and planners to enter the Chinese market and further develop competitive advantages established in Australia's sophisticated system. Morrison made the comment at a Bloomberg ...

Vanguard wins adviser vote

ALEX BURKE  |  WEDNESDAY, 11 NOV 2015
... Needs and Marketing Needs Report, based on a survey of 676 advisers, Vanguard had the highest share of "primary financial planner relationships," followed by Colonial First State, Magellan and Platinum. The research reflects the growing role fund managers ...

Government releases final risk reforms package

ALEX BURKE  |  MONDAY, 9 NOV 2015
The Government has released the final life insurance reforms package. Based on ongoing industry consultation and collaboration with the Association of Financial Advisers, Financial Planning Association and Financial Services Council, the final reforms ...

PROFILE: REI Super chief executive Mal Smith

DARREN SNYDER, LAURA MILLAN  |  WEDNESDAY, 4 NOV 2015
REI Super is home to the superannuation funds of Australia's real estate sector. Running one of the country's oldest funds is full of memorable experiences, some tough moments and rewarding interactions with members, chief executive Mal Smith says. ...

Macquarie set to pay $14m to advice clients

LAURA MILLAN  |  MONDAY, 2 NOV 2015
Macquarie Equities Limited (MEL) has identified 163 clients who received inadequate financial advice and are eligible for $14 million compensation. Macquarie Group confirmed that the enforceable undertaking dictated by the Australian Securities and ...

ANZ private wealth sees digital growth

DARREN SNYDER  |  THURSDAY, 29 OCT 2015
ANZ's private wealth division has recorded profit growth of 15% for the 2015 financial year on the back of a continued approach to "customer focused investment solutions." Releasing its 2015 full year results today, ANZ said funds under management (FUM) ...