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| | | ... conclusion of his contract back in April. 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 ... |
| | | | Synchron and Lifespan Financial Planning have thrown their weight behind a radical policy suggestion from the Association of Independently Owned Financial Professionals (AIOFP). The dealer groups put their names to a document by AIOFP executive director ... |
| | | | ... The bank said there are a number of ongoing ASIC investigations into Westpac and its subsidiaries, including financial planning, super and insurance, and that it expects ASIC may initiate enforcement action once those investigations come to an end. Touching ... |
| | | | ... in statutory net profit after tax for the year. Net profit for the group - which includes funds management, financial planning, corporate and platform administration - was mostly flat, rising only about 1% from FY19's $10,350. Group gross revenue ... |
| | | | ... years to speak with them about a potential action. From AMP, Piper Alderman is interested in clients from AMP Financial Planning, Charter Financial Planning and Hillross Financial Services. From CBA, the firm is looking at Commonwealth Financial Planning ... |
| | | | The Financial Planning Association of Australia has announced a new category in its annual FPA Awards, set to recognise members who have used technologies in innovative ways to deliver advice. The FPA Advice Innovation Award has been introduced to highlight ... |
| | | | ... "Recent trends demonstrate that most people take on the paraplanning role to create a strong foundation in the financial planning field, and utilise the experience to transition into other roles within the financial services industry." While outsourcing ... |
| | | | ... class actions is being brought by Shine Lawyers over insurance sold by AMP's aligned financial advisers. AMP Financial Planning advisers also filed their own class action against the company last week over its decision to slash Buyer of Last Resort Valuations. ... |
| | | | ... product delivery capabilities as we grow." Yates previously worked as the general manager of technology at financial planning software provider CCUBE Integrated Wealth. He also spent eight years with financial software provider Iress, where he was responsible ... |
| | | | ... filed against AMP, which AMP says it will defend. The proceedings relate to financial advisers aligned with AMP Financial Planning and Hillross Financial Services. "AMPFP and Hillross are committed to complying with their obligations relating to ensuring ... |
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