Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 821 - 830 of 884 results for "Charter"

Record numbers achieve CFA charter

HAMISH MADDEN  |  THURSDAY, 23 NOV 2006
Last night around 40 candidates were awarded their Chartered Financial AnalystA(R) (CFAA(R)) charter at a dinner in Sydney, part of the record 228 Australian candidates who will become eligible for a CFAA(R) charter this year. To earn a CFAA(R) charter ...

LG teams up with ipac on succession

HAMISH MADDEN  |  MONDAY, 6 NOV 2006
LG Financial Strategies, a Charter Financial Planning practice, has joined ipac's Equity Partners Program to help solve its succession planning challenges. LG Financial Strategies principal, Rohan Gulasekharam, considered a variety of succession planning ...

PIS' Edmondson wins 2006 AFA Adviser of the Year

HAMISH MADDEN  |  WEDNESDAY, 1 NOV 2006
... clearly seeing a healthy, evolving industry." The shortlist of finalists also included Paul Daily of PIS, Adam Smith of Charter Financial Planning, Paul Stott of Tandem, and James Walker-Powell of Genesys Wealth Advisers.

Health Super adds CFO

HAMISH MADDEN  |  MONDAY, 30 OCT 2006
Health Super, the industry fund for the healthcare sector, has announced the appointment of Graeme Lawrie to the newly created position of chief financial officer. Lawrie will assume responsibility for Health Super's financial management, IT, HR and ...

AXA's value of advice translating into happy customers

HAMISH MADDEN  |  MONDAY, 23 OCT 2006
... study was undertaken by WA Taylor & Associates to investigate customer perceptions around their dealings with AXA and Charter financial planners. It also found that 98 per cent of those surveyed believed their adviser had formed a full understanding ...

AXA boosts group cover

KATE HAGE  |  MONDAY, 9 OCT 2006
... Australia's ageing population," he said. Rosengren added that they have introduced an "industry first" by creating a "service charter" to cover the group's underwriting, claims, quoting and disputes processes. "In addition, our quote service has been ...

Praemium appoints Qld state manager

KATE HAGE  |  THURSDAY, 28 SEP 2006
Listed portfolio administration provider Praemium has appointed a new state manager for Queensland. Gwen Chew will take on the business development role and will aim to build the business through managing existing client relationships and sourcing new ...

Financial mentor to be wound up

HAMISH MADDEN  |  THURSDAY, 31 AUG 2006
A Brisbane financial mentoring operation will be wound up after The Australian Securities and Investments Commission (ASIC) obtained court orders to proceed with liquidation. The Supreme Court of Queensland also ruled that director Andrew Carr had carried ...

Perennial appoints ex-VFMC numbers man

Perennial Investment Partners has snapped up the former financial controller of the Victorian Funds Management Corporation (VFMC), Niall Keane, for a similar role within the firm. As the new financial controller, part of Keane's brief is to handle the ...

Accountants to investigate investment scheme

HAMISH MADDEN  |  MONDAY, 31 JUL 2006
Investigative accountants have been appointed to examine an Intertax managed investment scheme after a court application by the Australian Securities and Investments Commission (ASIC). The Intertax Group, of which David Palmer, Max Collins and Philip ...