Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 51 - 60 of 116 results for "Financial Planning Services"

Netwealth nabs AMP exec

JAMES FERNYHOUGH  |  WEDNESDAY, 4 SEP 2013
Netwealth has appointed John Boston to the role of national advice manager of the Financial Planning Services Australia (FPSA), part of the netwealth Advice Group. In addition to his role at FPSA, Boston will hold an executive role at netwealth Advice ...

IPA issues FoFA aligned draft standard

LAURA MILLAN  |  WEDNESDAY, 3 JUL 2013
The Institute of Public Accountants (IPA) has issued a draft document for a financial planning services standard alternative to the current APES 230, the standard for financial advice services by the Accounting Professional and Ethical Standards Board ...

netwealth's advice group moves advice ops

ALICE URIBE  |  THURSDAY, 23 MAY 2013
... head Simon Micallef. NAG was launched March this year and is made up on Pathway Licensee Services, Financial Planning Services Australia (FPSA) and Bridgeport Financial Services. Micallef who is also the managing director of FPSA indicated that there ...

FPSA makes senior appointment

JAMES FERNYHOUGH  |  FRIDAY, 17 MAY 2013
netwealth has appointed of Lisa Faferko as Financial Planning Services Australia (FPSA) head of licensee operations. In March this year FPSA came under the umbrella of netwealth Advice Group, alongside Pathway Licensee Services and Bridgeport Financial ...

netwealth creates new national advice group

MARK SMITH  |  WEDNESDAY, 20 MAR 2013
... all stages of their career. The new national advice group brings together Pathway Licensee Services, Financial Planning Services Australia (FPSA) and Bridgeport Financial Services - three business netwealth has acquired over the last five years. While ...

Victoria Teachers Mutual Bank to launch super fund

MARK SMITH  |  MONDAY, 11 FEB 2013
... Wolke. "Working with Financial Synergy will benefit our customers by allowing us to complement the financial planning services we currently provide. CUBS Super lets us deliver a competitive, low cost option to customers through our own organisation ...

Matthews Steer creates new wealth management arm

MARK SMITH  |  THURSDAY, 13 DEC 2012
... tax adviser Geoff Steer. The move follows recent debate surrounding consolidation of accountancy and financial planning services, and the recent changes to Australian Financial Services Licenses by Minister for Financial Services & Superannuation, Bill ...

Former adviser pleads guilty to dishonest dealings

LINDA HAUSKEN  |  TUESDAY, 3 JUL 2012
... between May 2005 and October 2008 while Carll was an authorised representative of Financial Wisdom and Financial Planning Services Australia. Each offence carries a maximum penalty of 10 years' imprisonment. Sentencing submissions will be made on a date ...

New platform to help client engagement post FOFA

BEN COLLINS  |  THURSDAY, 31 MAY 2012
... Wheel and the suite of tools allow planners to very quickly and very simply explain the power of their financial planning services in a way which is, thanks to the information the planner has received via the online tools, already being tailored to the ...

Omniwealth provides planning tools for independents

ELISE BURGESS  |  THURSDAY, 15 DEC 2011
... vulnerable to losing business to larger competitors because they are so focused on providing dedicated financial planning services they risk neglecting other services that are important for clients - as well as vital to the ongoing development of their ...