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| | | Hostplus' head of advice and financial planning believes providing modules of the comprehensive financial advice model might help to reduce stigmas which stop people from getting help with their finances. Appearing as part of an online panel discussing ... |
| | | | ... Robert Patterson and three related companies. Their company 8888 Group provided accounting, wealth advice and financial planning to her between 2013 and 2015. Despite shuttering, Spectrum Wealth is still listed as the firm's licensee on its website ... |
| | | | ... the bill when it returned on June 10, and said Labor had heard from both the Financial Services Union and the Financial Planning Association of Australia about what the legislation means to "ordinary financial planners". "Australians deserve to be able ... |
| | | | ... try and get a little bit more leverage or discount in the negotiations," Birt said. "But really, a quality financial planning business today is probably selling for a very similar price to what it was six months ago." Connect Financial Service Brokers ... |
| | | | An Adelaide wealth advisory and accounting practice has acquired a private wealth firm that was named the Financial Planning Association of Australia's Professional Practice of the Year in 2018. Perks is expanding its Perks Private Wealth business after ... |
| | | | ... principal Ian George said: "Our due diligence revealed Centenary has a quality client base, which will bolster the financial planning practice offering of CountPlus One." Just over a month ago, Count Financial became the licensee of Affinitas, an accounting-led ... |
| | | | ... Janiczak have acquired a 50% stake of OpenMarkets Group, which now includes TradeFloor, for $25 million." CCUBE, a financial planning and wealth management technology solution, entered voluntary administration as a result of the COVID-19 crisis. More ... |
| | | | ... while administering over $9 billion in early release of super payments to more than 1 million Australians." Financial Planning Association of Australia chief executive Dante De Gori said the FPA welcomed the clarity the decision provided the sector ... |
| | | | In a webinar for the Financial Planning Association of Australia members, assistant minister for superannuation, financial services and financial technology Jane Hume delivered some welcome news about the extension to FASEA requirements. Hume confirmed ... |
| | | | ... referral program, looking to connect superannuation funds, accounting firms and other service organisations with financial planning groups. fpCentral, offered by Harper's firm Financial Advice Services Institute (FASI), will connect the two sides ... |
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