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Showing 781 - 790 of 4095 results for "Financial planning"

Government delays RC implementation timeline

HARRISON WORLEY  |  MONDAY, 11 MAY 2020
... 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 ...

FASEA extension to pass next week

ELIZABETH MCARTHUR  |  FRIDAY, 8 MAY 2020
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 ...

Former Cbus advice head launches referral program

KANIKA SOOD  |  FRIDAY, 8 MAY 2020
... 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 ...

Former licensee head in new role

JAMIE WILLIAMSON  |  WEDNESDAY, 6 MAY 2020
... as part of its decision to exit personal financial advice. Fisher brings more than 20 years' experience in financial planning, a decade of which was spent working across Westpac and BT Financial Group. He has also previously held roles with Macquarie ...

Adviser salaries in 2020 revealed

JAMIE WILLIAMSON  |  WEDNESDAY, 6 MAY 2020
... $50,000 and $70,000. Riva Recruitment said with all big four banks' having now signalled their intention to exit financial planning, there will be an influx of candidates for advice roles, many of which will need to adjust their expectations. "Majority ...

FPA launches new ROA solution template

ELIZA BAVIN  |  WEDNESDAY, 6 MAY 2020
The Financial Planning Association of Australia has launched a digital version of the Record of Advice (ROA) solution 'template' to support members who have been inundated with requests for advice, following the strong demand for early super access. ...

Mortgage Choice Financial Planning rebrands

ELIZA BAVIN  |  TUESDAY, 5 MAY 2020
Mortgage Choice has announced the rebranding of its financial advice division from Mortgage Choice Financial Planning to FinChoice. Mortgage Choice chief executive Susan Mitchell said the decision came after a strategic review of the company's brand ...

Australians hate complexity, not annuities: Research

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 APR 2020
... used modelling techniques to analyse the behaviour of more than 1000 consumers when presented with various financial planning options for retirement. One of the key findings was that about as many people were primarily interested in annuities as they ...

Fiducian acquires advice practice

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 APR 2020
... and Traralgon offices will merge and with greater scale be able to continue to provide high quality strategic financial planning services much needed in the Gippsland region at this time." Fiducian said that all its advisers are able to work offsite ...

AIOFP launches fresh campaign, criticises FPA

ELIZABETH MCARTHUR  |  TUESDAY, 21 APR 2020
In launching its latest campaign to retain commissions, the industry body has accused the Financial Planning Association of Australia of taking money from the big banks in return for support. Writing to members, Association of Independently Owned Financial ...