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Showing 821 - 830 of 2303 results for "Financial Planner"

HESTA appoints general manager of member advice

LAURA MILLAN  |  THURSDAY, 25 SEP 2014
... additional contributions to the fund and transferring to the HESTA Income Stream. Mulvihill has a Certified Financial Planner (CFP) designation and was previously a financial adviser at Industry Fund Services for over eight years.

Ratings downgrade to trigger hybrid sell-off

MARK SMITH  |  THURSDAY, 25 SEP 2014
An impending Standard & Poor's downgrade of bank hybrids will drive the value of these investments, which have already seen recent falls, even lower, according to fixed income specialists FIIG Securities. The ratings agency said it will downgrade the ...

Dover in search of compliance staff

LAURA MILLAN  |  TUESDAY, 23 SEP 2014
Dealer group Dover Financial Advisers has appointed a new executive to the compliance team and identified the need for at least two more to accommodate advice firms' growth. According to the latest Rainmaker Advantage report from March 2014, Dover is ...

Ray White to launch financial advice dealership

JAMES FERNYHOUGH  |  MONDAY, 15 SEP 2014
... its real estate and mortgage broking business (Loan Market) as a referral network. In a job description for a financial planner on LinkedIn, the firm said: "Servicing a massive referral network from Ray White and Loan Market (1000 offices and 500 brokers ...

AMP Horizons launches online masters with Griffith University

LAURA MILLAN  |  THURSDAY, 11 SEP 2014
... financial advisers. The measures include a requirement that all existing and new advisers must obtain a Certified Financial Planner (CFP), a Fellow Chartered Financial Practitioner (FChFP), or Master of Financial Planning (MFP) qualification. New advisers ...

Advisers must attend ethics classes, say ISA and AIST

JAMES FERNYHOUGH  |  WEDNESDAY, 10 SEP 2014
Financial advisers should be forced to undergo mandatory ethics classes as part of a comprehensive overhaul of the professional standards of the industry, the not-for-profit superannuation industry has argued. In a joint submission to the Parliamentary ...

Cbus launches self-managed option

JAMES FERNYHOUGH  |  MONDAY, 8 SEP 2014
... benefits and risks of direct investing and obtain financial advice, through Cbus' referral services to a Certified Financial Planner sourced under our Professional Practice Referral Program with the Financial Planning Association (FPA) of Australia." ...

Ties between product and advice "archaic": FPA

ALICE URIBE  |  FRIDAY, 5 SEP 2014
... and in the regulation of financial planners generally." As a result of this FPA has suggested that the terms 'financial planner', 'financial adviser', and 'financial advice' become enshrined in the Corporations Act. "It is therefore important for the ...

Bipartisan Senate inquiry to grill financial services again

LAURA MILLAN  |  FRIDAY, 5 SEP 2014
Labor Senator Sam Dastyari has obtained the support from the Coalition to conduct a new Senate Economics Committee inquiry to scrutinise the financial services industry. The inquiry will continue the task of last year's Senate Economics Committee inquiry ...

Planners keen to leave big dealer groups

JAMES FERNYHOUGH  |  FRIDAY, 5 SEP 2014
Increasing numbers of financial planners are expressing interest in moving away from the big vertically integrated dealer groups, according to netwealth Advice Group's head of advice Simon Micallef. "Since February the netwealth Advice Group has had ...