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Showing 761 - 770 of 4095 results for "Financial planning"

Former Fidelity wholesale head joins Sydney boutique

KANIKA SOOD  |  THURSDAY, 11 JUN 2020
... Atticus Wealth as its head of distribution. Atticus Wealth was founded in 2015 and currently provides SMAs to two financial planning groups Australian Financial Planning Group (AFPG) and Keystone Wealth. Atticus' off-the-shelf SMAs are currently offered ...

Sam Henderson in court over phantom degree

KANIKA SOOD  |  WEDNESDAY, 10 JUN 2020
... clients a Financial Services Guide, containing the false representation that he held a Master of Commerce (Financial Planning)," ASIC said. The charges were mentioned at the Downing Centre Local Court yesterday. Henderson did not enter a guilty plea ...

ASIC mainly concerned with media releases: Lawyer

ELIZABETH MCARTHUR  |  TUESDAY, 9 JUN 2020
... resulted in even more regulation adding to this burden. "Lawyers are nowhere near as heavily regulated as the financial planning profession. Planners have been legislated to within an inch of their lives," he said. "And, sadly, some planners have paid ...

Dealer groups slam FPA policy

ELIZABETH MCARTHUR  |  THURSDAY, 4 JUN 2020
Fortnum, Centrepoint, Easton Wealth, CountPlus, Fitzpatricks and Paragem have all criticised the Financial Planning Association of Australia's latest policy proposal. The FPA wants to see AFSLs only responsible for the oversight of product compliance ...

Calls for overhaul of AFSL system

ELIZABETH MCARTHUR  |  WEDNESDAY, 3 JUN 2020
The Financial Planning Association of Australia (FPA) wants a professional registration for individual advisers to replace the current system. Currently, an Australian financial services licence (AFSL) is required to provide advice. FPA chief executive ...

Advice job market not all doom and gloom

ELIZABETH MCARTHUR  |  TUESDAY, 2 JUN 2020
... them to be comfortable with technology. "Holding your Certified Financial Planner qualification or Masters of Financial Planning may not be enough to differentiate your application without providing your best achievements," Gvalda said. "We are seeing ...

Advice group acquires software business

ALLY SELBY  |  TUESDAY, 2 JUN 2020
The buyer of Chant West's financial planning software business Enzumo has been revealed, with an ASX-listed dealer group set to fork out $1.5 million for the business. Centrepoint Alliance will acquire Enzumo from Chant West, in a move that chief executive ...

MLC Wealth appoints chair

ELIZA BAVIN  |  TUESDAY, 2 JUN 2020
... executive of BT Financial Group for six years where he was responsible for all of Westpac's funds management, financial planning, insurance, private banking, broking, platform and superannuation businesses in Australia. "This is a critical time for ...

FPA confirms redundancies

ELIZABETH MCARTHUR  |  THURSDAY, 28 MAY 2020
The Financial Planning Association of Australia has unveiled its five-year plan, which includes redundancies. The FPA is calling its new strategy the MAC strategy, focused on members, advocacy and consumers. The plan involves a restructure of the organisation ...

Adviser banned for five years

ELIZA BAVIN  |  TUESDAY, 26 MAY 2020
... which is owned by National Australia Bank, from January 2012 to November 2012. He was then licensed by AMP Financial Planning for one month from December 2012 to January 2013. He was with Chubb Insurance Australia from January 2013 to June 2013, followed ...