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Showing 811 - 820 of 4069 results for "Financial planning"

Apt Wealth Partners acquires firm

ELIZABETH MCARTHUR  |  TUESDAY, 28 JAN 2020
... Andrew Dunbar of Apt Wealth Partners recently won the Certified Financial Planner of the Year Award from the Financial Planning Association of Australia.

Viridian opens new offices

KANIKA SOOD  |  WEDNESDAY, 22 JAN 2020
... in financial literacy. If we could develop something where people - more the general community, not even the financial planning community - could go to watch videos and get education on financial topics, that would be great."

Super fund names advice head

ELIZABETH MCARTHUR  |  MONDAY, 20 JAN 2020
... that digital, phone or face-to-face," Blakey said. It comes after the fund appointed a new general manager of financial planning in November last year.

Cbus head of advice launches firm

KANIKA SOOD  |  FRIDAY, 17 JAN 2020
... of cross-subsidisation. During his time at Cbus, Harper pioneered Cbus's adviser referral program with the Financial Planning Association of Australia in 2014 for specialised advice that went beyond the intra-fund advice remit. Many superannuation funds ...

Bank of Mum and Dad forking out serious dosh

ALLY SELBY  |  TUESDAY, 14 JAN 2020
... see their wealth put towards something so available to them - their family," he said. "After some thorough financial planning the client knows they will not run out of money and therefore have peace of mind they will be okay, and are immensely proud ...

FPA supports tightening insurance claims

ELIZABETH MCARTHUR  |  MONDAY, 13 JAN 2020
The Financial Planning Association of Australia said in a submission to Treasury that it supports bringing insurance claims handling under the definition of financial services. The submission, in response to Treasury's exposure draft legislation and ...

ASIC bans former Charter, NAB adviser

KANIKA SOOD  |  WEDNESDAY, 8 JAN 2020
A financial adviser who worked for AMP's Charter Financial Planning and NAB's GWM Adviser Services has been handed a four-year ban after the regulator reviewed a sample of his client files. David O'Brien failed to consider his clients' ...

FPA offers pro bono support to bushfire victims

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 JAN 2020
The Financial Planning Association of Australia is establishing a pro bono program where members can volunteer their time to help Australians impacted by the ongoing bushfire crisis. "The FPA community supported those who suffered in the 2009 Black ...

ASIC alters adviser levy

ELIZABETH MCARTHUR  |  FRIDAY, 20 DEC 2019
The Financial Planning Association of Australia head of policy and standards Ben Marshan has pointed out that ASIC has quietly altered the per adviser levy recently. Marshan told Financial Standard that financial advice businesses which have budgeted ...

Financial Standard Holiday Cooking Guide 2019

JAMIE WILLIAMSON  |  FRIDAY, 20 DEC 2019
... remaining glaze over the ham before carving to serve. Dante De Gori's favourite pasta Chief executive of the Financial Planning Association of Australia Dante De Gori shared this favourite recipe for tuna pasta. Ingredients Pene or spiral pasta - ...