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Showing 801 - 810 of 2303 results for "Financial Planner"

India mutual funds reach A$149bn

ALICE URIBE  |  THURSDAY, 20 NOV 2014
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. ...

Sunsuper taps FPA adviser network

MARK SMITH  |  WEDNESDAY, 19 NOV 2014
... 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 ...

Liam Shorte named FS Smileys Scholar of the Year

ALICE URIBE  |  FRIDAY, 14 NOV 2014
... 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 ...

Higher adviser education standards boost CFP demand

LAURA MILLAN  |  MONDAY, 10 NOV 2014
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) ...

Paul Barrett resurfaces in partnership with Italian manager

LAURA MILLAN  |  FRIDAY, 7 NOV 2014
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) ...

CBA appoints litigators as customer advocates

LAURA MILLAN  |  MONDAY, 3 NOV 2014
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 ...

Financial Standard unveils Digital Dozen in social media

STAFF WRITER  |  FRIDAY, 31 OCT 2014
... 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 ...

Cormann to welcome cyclist advisers at FPA conference

LAURA MILLAN  |  TUESDAY, 28 OCT 2014
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 ...

Arthur's back. Wait, no he's not

COLIN BRINSDEN, AAP ECONOMICS CORRESPONDENT  |  FRIDAY, 24 OCT 2014
... 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 ...

Financial Wisdom and Count also subject to higher standards

LAURA MILLAN  |  THURSDAY, 23 OCT 2014
... 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. ...