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| | | The government's announcement of a free trade agreement (FTA) with India that Prime Minister Tony Abbott proposes to conclude over the next 12 months will focus the attention of Australian money managers on India's AUD$149 billion mutual funds market. ... |
| | | | ... executive Mark Rantall said new collaboration would ensure that more Australians would have access to a Certified Financial Planner. "After the successful launch of our first referral program this year, we are pleased to have entered into an additional ... |
| | | | ... featuring the 'Digital Dozen' finalists. The Finalists are (in alphabetical order): Dominique Bergel-Grant, financial planner & founder, Leapfrog Financial Michal Bodi, partner, Sydney Financial Planning @MichalBodi Amanda Cassar, advisor director, Wealth ... |
| | | | The demand for the Certified Financial Planner (CFP) certification program has increased by 100%, following the big institutions' initiative to increase the minimum education standards for financial advisers. The Financial Planning Association (FPA) ... |
| | | | Former ANZ managing director of advice and distribution Paul Barrett has established a financial planning business partly-owned by Italian independent asset manager Azimut. Barrett is now the chief executive officer of Next Generation Advisory (NGA) ... |
| | | | Commonwealth Bank (CBA) has appointed three law firms as independent customer advocates for its Open Advice Review compensation program. Maurice Blackburn, Shine Lawyers and Slater and Gordon have been appointed to support individual customers through ... |
| | | | ... these strategies into every modern practice." The Finalists are (in alphabetical order): Dominique Bergel-Grant, financial planner & founder, Leapfrog Financial Michal Bodi, partner, Sydney Financial Planning Amanda Cassar, advisor director, Wealth Planning ... |
| | | | Financial planners who pedal for 1,050 km -from Melbourne to Adelaide via the Great Ocean Road- will be greeted at their arrival by the financial planning community and by guest of honour, Senator Mathias Cormann. Cyclists will complete a seven-day ... |
| | | | ... Financial Planning Association boss Mark Rantall said it was a "big step" in the right direction. "When you go to a financial planner you have the right to know you can trust the person you choose," Mr Rantall said in a statement. The announcement comes ... |
| | | | ... advanced diploma in financial planning; a degree in finance, business, commerce or a related field; certified financial planner professional designation, a fellow chartered financial practitioner professional designation or a Master's in Financial Planning. ... |
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