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Showing 811 - 820 of 2303 results for "Financial Planner"

FPA chair Rowe stands down, Kendall takes the reins

LAURA MILLAN  |  TUESDAY, 21 OCT 2014
... Matthew Rowe has ended his two year term at the head of the organisation's board and will be replaced by Tupicoffs financial planner and pro bono advice advocate Neil Kendall. Board member and iPac chief executive Patrick Canion and Crystal Wealth financial ...

RG146 "insufficient" on tax education: IPA

LAURA MILLAN  |  THURSDAY, 16 OCT 2014
The Institute of Public Accountants (IPA) said that the current education requirements for advisers on taxation law are insufficient and expressed concern at the exemption for advisers who belong to a professional association. "One semester unit of ...

Adviser Ratings website to launch paid options

LAURA MILLAN  |  THURSDAY, 16 OCT 2014
The Adviser Ratings website, which allows consumers to rate their financial planners for free, will launch paid services for advisers and consumers in the future. "We are looking at value-added services down the track; advisers and consumers will be ...

New tech can't beat face-to-face advice meetings

MARK SMITH  |  TUESDAY, 14 OCT 2014
... supreme, there is strong customer demand for flexibility in the channels clients use to maintain contact with their financial planner," he said.

BT launches 'ground-breaking' advice register

JAMES FERNYHOUGH  |  TUESDAY, 14 OCT 2014
... advisers employed in the Westpac, St. George, Bank of Melbourne and Bank SA networks will have to hold a Certified Financial Planner (CFP), Fellow Chartered Financial Planner Practitioners (FChFP) or Masters of Financial Planning (MoFP). BT also launched ...

AMP University Challenge winners revealed

JAMES FERNYHOUGH  |  FRIDAY, 10 OCT 2014
... Challenge, a national financial planning competition for university students who want to find out more about being a financial planner. The event was held in Sydney and attracted a record number of registrations. Finalists worked as individuals or in ...

Adviser trust improves client outcomes

MARK SMITH  |  TUESDAY, 7 OCT 2014
Financial advisers imbued with the most trust by their clients are better qualified and more experienced than their counterparts, according to research by the Beddoes Institute. The data and benchmarking company analysed thousands of client ratings ...

Paradigm acquires Melbourne-based practice

MARK SMITH  |  TUESDAY, 7 OCT 2014
... mid-2015 after delivering scale benefits and back office efficiencies. Paradigm managing director and senior financial planner Patrick Nalty expects a substantial portion of clients to migrate across to Paradigm's Managed Discretionary Account. Nalty ...

Lifeplan appoints national BDM

STAFF WRITER  |  WEDNESDAY, 1 OCT 2014
... Lifeplan Funds Management. Prior to that, he was advice quality manager with Colonial First State and a senior financial planner with Commonwealth Financial Planning. Bird holds a diploma of Financial Planning. Lifeplan Funds Management head of specialised ...

FSC advice regulation plan leaves AMP cold

LAURA MILLAN  |  THURSDAY, 25 SEP 2014
The Financial Services Council (FSC)'s recently proposed advice regulation plan lacks the support of one of its biggest members. AMP has said it does not believe in a regulatory solution to restore consumer confidence and trust in financial advice ...