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Showing 51 - 60 of 66 results for %22March Financial Adviser Register%22

Government clarifies adviser register funding

LAURA MILLAN  |  MONDAY, 27 OCT 2014
... the new register, will offset the cost of establishing and maintaining the register." The register will be in operation by March 2015 and it will include the adviser's name, registration number, status and experience. It will make public the adviser's ...

Arthur's back. Wait, no he's not

COLIN BRINSDEN, AAP ECONOMICS CORRESPONDENT  |  FRIDAY, 24 OCT 2014
... caused," acting Treasury secretary Jan Harris said in a statement. Senator Sinodinos stood aside from as assistant treasurer in March while he faced questions from the Independent Commission Against Corruption in NSW. His future remains unclear. Shadow ...

Funding for the government's adviser register unclear

LAURA MILLAN  |  FRIDAY, 24 OCT 2014
... the public register of advisers will be funded. The Minister's statement said that the register will be in operation by March 2015 and detailed that it will include the adviser's name, registration number, status and experience. It will make public the ...

2014 MAX Award Winners and Finalists

MICHELLE BALTAZAR  |  MONDAY, 23 JUN 2014

CBA leads on client satisfaction despite planning scandals

LAURA MILLAN  |  TUESDAY, 27 MAY 2014
... satisfaction, which is the highest of the big four banks. Clients rated their satisfaction with CBA advisers at 84.2% in the year to March 2014, a Roy Morgan survey revealed. Satisfaction is high despite the fact that cases of poor advice within the ...

TASA necessary for customer protection: accountants

LAURA MILLAN  |  WEDNESDAY, 5 JUN 2013
... Partners head of Advice Heino Ling said. Ling applied for his licence in September 2011 and obtained six months later, in March 2012. Anne Street Partners also applied for a licence as an organisation and obtained it within three months. "There is a ...

TASA now likely to include advisers by July 2013

LAURA MILLAN  |  THURSDAY, 30 MAY 2013
... started the consultation on exposure draft legislation for advisers providing tax advice. The consultation period finished on March 8, 2013, and Treasury received 33 submissions, including those of the Financial Planning Association (FPA), the Association ...

AFA ramps up membership campaign

LAURA MILLAN  |  WEDNESDAY, 27 FEB 2013
... states with more new memberships in an association that has now over 2,000 members. "Our target is to achieve another 100 in March and 1000 by the end of the year," Fox said. While the association's latest roadshow demonstrated a "positive vibe" and ...

Former AFA president mourned

RACHEL DAVIS  |  TUESDAY, 12 JUN 2012
... drugs, including experimental. He also lived what he spoke. At a final presentation to Gold Financial advisers in Adelaide in March this year, for his great friend and fellow AFA Life Member, Bernie Toohey, Mr Murphy said, "I haven't spent the last six ...

Guardian Advice reveals succession planning strategy

CLAIRE MCGREAL  |  MONDAY, 28 NOV 2011
... Advice has revealed details of its Business Acquisition and Succession Planning offer available to its advisers. Developed in March on the back of Ian Anderson appointment as the firm's business acquisition manager, the offer aims to support retiring ...