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Showing 51 - 60 of 803 results for "Charter"

Court ruling reiterates need to comply with AFCA

CASSANDRA BALDINI  |  WEDNESDAY, 25 JAN 2023
... and the resolution of the complaints by the consumers." AFCA said it has outlined expected behaviours in its engagement charter. "Key to the charter is AFCA's expectation that all parties cooperate reasonably with the common goal of bringing finality ...

Adviser population dropped 17% in 2022

JAMIE WILLIAMSON  |  FRIDAY, 13 JAN 2023
... by 11% in 2022. AMP Financial Planning is the largest licensee with 546 advisers, followed by Morgans Financial on 447, Charter Financial Planning with 339, Synchron with 327, and Consultum with 306. In terms of advice brands, Insignia Financial is the ...

Financial advice among most qualified professions: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
... specialist ethics qualifications, AMP Financial Planning comes out on top with 49%. Fortnum Private Wealth has 46% and Charter Financial Planning has 39%.

Spirit Super farewells chair, names successor

CHLOE WALKER  |  TUESDAY, 15 NOV 2022
Naomi Edwards will depart the fund after 12 years on the board, to be replaced by investment and superannuation veteran Maria Wilton. Edwards was Tasplan's chair since 2011, continuing in the role following its merger with MTAA Super. Edwards' ...

Charter Hall hires REIT vet

CHLOE WALKER  |  FRIDAY, 21 OCT 2022
Mark Ferguson has been appointed as head of the Charter Hall Maxim Property Securities business (Maxim), bringing 30 years of listed property securities experience to the role. Ferguson joins the property investment company from Macquarie as its head ...

ASIC FAR drops as deadline looms

JAMIE WILLIAMSON  |  THURSDAY, 29 SEP 2022
... By licensee, the groups that saw the biggest drop in numbers during the month were Synchron (29), Ord Minnett (16) and Charter Financial Planning (12). The 882 existing advisers that had qualified for the nine-month extension had to have passed the exam ...

AMP cops $14.5m penalty over fees for no service

JAMIE WILLIAMSON  |  TUESDAY, 20 SEP 2022
... over the course of about three years. The Federal Court handed the fine to AMP Superannuation, AMP Financial Planning, Charter Financial Planning, Hillross Financial Services and AMP Life, which has since been acquired by Resolution Life. All five companies ...

Charter Hall secures ATO HQ

CHLOE WALKER  |  TUESDAY, 20 SEP 2022
Charter Hall Group has acquired a $300 million site in Canberra to construct the new headquarters for the Australian Taxation Office (ATO). Located near Parliament House, the 33,000sqm, five-storey building will be developed by the property fund giant ...

The time is right: AFA chief

CASSANDRA BALDINI  |  FRIDAY, 2 SEP 2022
The proposed merger between the Association of Financial Advisers (AFA) and Financial Planning Association of Australia (FPA) has seen a mixed response, with many questioning the timing, but Phil Anderson says it's the right time. The idea of the ...

AFA, FPA to explore merger

CASSANDRA BALDINI, JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2022
The Association of Financial Advisers (AFA) and Financial Planning Association of Australia (FPA) have signed a Memorandum of Understanding to consider a merger. The aim, they say, is to create a united voice for the financial advice sector. The associations ...