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Showing 681 - 690 of 4095 results for "Financial planning"

Dealer service provider adds former MLC advice firm

KANIKA SOOD  |  WEDNESDAY, 2 DEC 2020
ClearView's LaVista Licensee Solutions is adding a former MLC Financial Planning firm. LaVista will provide licensee services to Sydney-based Investorplan. "I get a lot of confidence knowing that LaVista leverages the back-office resources and infrastructure ...

FPA appoints director

ANNABELLE DICKSON  |  TUESDAY, 1 DEC 2020
The Financial Planning Association of Australia (FPA) has appointed a former KPMG partner to its board and chair of the audit and risk committee. Diana D'Ambra has joined the board following the resignation of Paul Ruiz after serving nearly two years ...

Government backs disciplinary body in principle

KARREN VERGARA  |  MONDAY, 30 NOV 2020
... should be reduced. "Tax (financial) advisers will only be subject to a single disciplinary regime," he said. The Financial Planning Association of Australia said it welcomed the release of the independent review with respect to Recommendation 7.1 FPA ...

Investment Trends names chief executive

JAMIE WILLIAMSON  |  THURSDAY, 26 NOV 2020
... She also has and continues to hold several board positions. Brennan is a former non-executive director of the Financial Planning Association of Australia, van Eyk, Old Mutual and Advantage Financial Services. Her current board positions include non-executive ...

Count Financial targets growth with new hire

ANNABELLE DICKSON  |  WEDNESDAY, 25 NOV 2020
... number of advisers and practices within NAB's self-employed licensees. Prior to joining NAB, Carlton was head of financial planning for Victoria and Tasmania at AMP and was responsible for the performance of 180 advice practices. Count Financial chief ...

End of the road for advice qualifications

JAMIE WILLIAMSON  |  TUESDAY, 24 NOV 2020
Described as the 'end of an era', the Diploma of Financial Planning and Advanced Diploma of Financial Planning have been removed from the national regulator's register of vocational education and training. On November 3, the Australian Skills ...

Rice Warner hires former First State deputy chief

KANIKA SOOD  |  MONDAY, 23 NOV 2020
... outcomes for their members," Arnott said. Arnott held the role of deputy chief executive since the integration of financial planning and advice business, StatePlus, into the First State organisation in 2019. Prior to that, he was chief executive officer ...

Sequoia reveals strategic plans

ANNABELLE DICKSON  |  FRIDAY, 20 NOV 2020
... numbers to increase to 450 by end of 2021. Sequoia chair John Larsen said: "The board of Sequoia believes the financial planning industry has a bright future, as a consequence we are looking to increase our adviser numbers." In addition, Sequoia said ...

FPA board member joins new firm

ELIZABETH MCARTHUR  |  THURSDAY, 19 NOV 2020
Financial Planning Association of Australia (FPA) board member Julie Matheson has joined Peloton Partners. The Melbourne based financial services consultancy was founded by Rob Jones and Michael Harrison, both former Shadforth financial advisers. Matheson ...

Financial adviser reference checks under scrutiny

ELIZABETH MCARTHUR  |  THURSDAY, 19 NOV 2020
... take longer where agreed between both licensees but cannot take any more than 20 days. In March this year, the Financial Planning Association of Australia threw its weight behind the proposed protocol. In its submission on the proposed legislation, the ...