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Showing 61 - 70 of 3942 results for "financial planning"

ASIC permanently bans Queensland adviser

ELIZA BAVIN  |  THURSDAY, 18 JUL 2024
... linked to AFSL Holdings Australia. He was a member of the Tax Practitioners Board and only held a Diploma of Financial Planning. Abdalla has the right to appeal to the Administrative Appeals Tribunal for a review of ASIC's decision.

Funds SA, Mercer Super make key appointments

ELIZABETH FRY  |  FRIDAY, 12 JUL 2024
... brings deep expertise in life insurance, superannuation, trustee services, managed funds, investment management, financial planning, health insurance and general insurance," Bryant added. Bryant said the appointment comes while the Mercer Super board ...

Regulation, profitability top adviser worries: BT

KARREN VERGARA  |  TUESDAY, 9 JUL 2024
... low number of students studying financial advice is "a big problem for the industry." "Raising awareness of financial planning as a career path is important. I don't think people aren't choosing to study financial planning because they don't like it ...

AWAG invests in advice firm, adds to network

KARREN VERGARA  |  MONDAY, 8 JUL 2024
The Australian Wealth Advisors Group (AWAG) has taken a stake in Melican Financial Planning and added Murdoch Private Wealth to its licence. ASX-listed AWAG took a 20% stake in Melican Financial Planning, a firm that provides accounting, mortgage broking ...

Sequoia professional services lead exits, restructures business

KARREN VERGARA  |  THURSDAY, 4 JUL 2024
... adviser services, and legal and administration services. Licensee and adviser services comprises Interprac Financial Planning, Sequoia Financial Advice, as well as the family office, corporate finance, wealth management, asset management, specialist ...

iExtend receives AFSL after lengthy wait

JAMIE WILLIAMSON  |  THURSDAY, 4 JUL 2024
... advisers. The group said it has so far received strong support from several advice groups, including Lifespan Financial Planning, Advice Evolution, MBS Insurance, Life Experts and Newlane Risk. Sarkis added that the AFSL marks a significant development ...

Pacific Current names acting chief executive

KARREN VERGARA  |  MONDAY, 1 JUL 2024
... Clarke as a non-executive director of Pacific Current as of July 1. Her work experience includes leading the financial planning unit of NAB and serving as managing director of Executive Wealth Strategies. Among her numerous board roles, Dawson is a non-executive ...

DASH secures $20m investment from Bailador

ANDREW MCKEAN  |  MONDAY, 1 JUL 2024
... different advice model to give more Australians access to the advice they need to navigate the complex areas of financial planning and investment administration," he said. Meanwhile, Bailador Partner James Johnstone said: "Bailador seeks to make high ...

Nominations open for FS Power50

STAFF WRITER  |  TUESDAY, 25 JUN 2024
... outstanding advisers based on feature and profile stories we have published in FS Advice - The Australian Journal of Financial Planning. To nominate a worthy financial adviser, please submit a nomination form here. Nominations are open until Friday ...

Inflation weighing on next generation of retirees

ELIZA BAVIN  |  THURSDAY, 20 JUN 2024
... expensive to access." More than half of Gen Xers (56%) said they would need professional advice to achieve their financial planning goals (48%) and specific retirement income planning services (44%). However, 49% of Gen Xers reported that they preferred ...