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Showing 731 - 740 of 2303 results for "Financial Planner"

NAB Wealth appoints Apogee GM

DARREN SNYDER  |  TUESDAY, 30 JUN 2015
... network of advice businesses. He commences the role on 1 July. "My family have benefited from having an Apogee financial planner provide us with advice and guidance for many years, and I look forward to helping the advice businesses in Apogee increase ...

Cost cuts put research at risk

DARREN SNYDER  |  MONDAY, 29 JUN 2015
Concerns are mounting that the push to lower operating costs in reaction to FoFA and competitive pressures will drive wealth groups to keep pruning their research capabilities, driving clients to source third-party solutions or reduce the role of research ...

Sherwin principal faces court for SMSF fraud

LAURA MILLAN  |  THURSDAY, 25 JUN 2015
Sherwin Financial Planners principal, Bradley Thomas Sherwin, has faced court for causing self-managed superannuation fund (SMSF) trustees to lose $10 million. Sherwin was also chairman of failed business Wickham Securities and was banned from financial ...

Labor now opposes advice Royal Commission

LAURA MILLAN  |  WEDNESDAY, 24 JUN 2015
Labor and the Coalition are opposing renewed calls from Greens senators for a Royal Commission into financial advice and financial institutions. Greens Senator Peter Whish-Wilson filed a notice of motion on Tuesday calling on the government "to establish ...

Australians ill prepared for financial future

STAFF WRITER  |  MONDAY, 22 JUN 2015
... family. "It is important to understand that you can never start planning for your financial future early enough. A financial planner can help you create, grow and protect your assets now and into the future," Kriss said. "When it comes to financial advice ...

Australian Unity completes capital raising for new fund

ALEX BURKE  |  THURSDAY, 11 JUN 2015
... planning practice requirements." Speaking about Brookes, he continued: "Chad brings eight years' experience as a financial planner and client services manager to the role. His experience... will assist in his interactions in the business development ...

Don't rage against the machine

MARK SMITH  |  THURSDAY, 4 JUN 2015
Financial services professionals must embrace robo advice rather than fear it, according to industry research veteran Maggie Callinan. In her presentation at the recent MAX Forum in Sydney, former senior manager of investment research at Perpetual Private ...

Trillion dollar super industry attractive to organised criminals

DARREN SNYDER  |  MONDAY, 1 JUN 2015
The Australian Crime Commission believes Stronger Super reforms implemented from 2013 have reduced illegal early release schemes run through self-managed superannuation funds (SMSFs). In its latest report, Organised Crime in Australia 2015, the commission ...

CBA compensation payments total $79,702 so far

LAURA MILLAN  |  FRIDAY, 29 MAY 2015
The Commonwealth Bank (CBA) Open Advice Review program has paid $79,702 to five clients who received bad advice from the bank's financial planners, while most clients are still reviewing the compensation proposal. Independent expert for the compensation ...

Barrett firm acquires Pride Advice

ALEX BURKE  |  THURSDAY, 28 MAY 2015
... in." "It was built by Brett Schatto in 2003 basically from scratch. He's a very clever entrepreneur and a great financial planner," Barrett said. This follows AZNGA's acquisition of CBA-owned Eureka Whittaker Macnaught earlier this month, as reported ...