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Showing 821 - 830 of 4061 results for "Financial planning"

Platform appoints TPB director

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 DEC 2019
... She has been a director of the Tax Practitioners Board for over four years. Berry was formerly chair of the Financial Planning Association of Australia, chair of the Institute of Financial Advisers in New Zealand and chair of a CountPlus subsidiary. ...

Elders FP to shutter

JAMIE WILLIAMSON  |  TUESDAY, 10 DEC 2019
Elders Financial Planning will be wound down over the coming months, the dealer group has confirmed. In a statement to Financial Standard, a spokesperson for Elders Financial Planning confirmed a decision to close the dealer group was reached at the ...

New boutique launches with Channel Capital

KANIKA SOOD  |  FRIDAY, 6 DEC 2019
... Vitamins was sold to a Chinese firm about three years ago. Sali, earlier this month, made an appearance at the Financial Planning Association's annual Congress in Melbourne. Crossing over from Light Warrior is former Goldman Sachs investor Matthew ...

ASIC takes action against former AMP adviser

HARRISON WORLEY  |  THURSDAY, 5 DEC 2019
... Mubashir Mohammed, MyWealth Manager Financial Services (trading as MyWealth Manager), MyWealth Protection, 3M Financial Planning (trading as MCube Planners) and Secure Investments - used investor funds for their own use, including "substantial" payments ...

Bill to defer adviser education standards tabled

ELIZABETH MCARTHUR  |  THURSDAY, 5 DEC 2019
... to be minimal. These changes, which advice associations including the Association of Financial Advisers and Financial Planning Association of Australia fought for, were introduced under Treasury Laws Amendment (2019 Measures No.3) Bill 2019 - which a ...

Why joint effort is required in advice

ELIZABETH MCARTHUR  |  THURSDAY, 5 DEC 2019
Dante De Gori, chief executive of the Financial Planning Association of Australia, has explained why a united front is needed in financial advice as the bill to defer new education requirements is tabled in parliament. At the recent FPA Professionals ...

Money magazine appoints editor-at-large

JAMIE WILLIAMSON  |  MONDAY, 2 DEC 2019
... connecting women in financial advice. She is a former managing editor of Morningstar Australia; former editor of Financial Planning and Super Review magazines at Reed Business Information; and has previously served as managing editor of InvestorInfo. ...

FASEA compliance has silver lining

KANIKA SOOD  |  FRIDAY, 29 NOV 2019
For financial planning practices that don't have a clearly laid out business plan, the workload of meeting FASEA's Code of Ethics requirements can be a great push to get it in order, according to a speaker at the FPA Congress. In a session about ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... mentoring less experienced financial planners in his firm, De Gori said. "He is a strong advocate for the value of financial planning, and is a wonderful ambassador in leading our profession through change," he said. Touching on the Professional Practice ...

Business giants attempt to crack financial planning

KANIKA SOOD  |  THURSDAY, 28 NOV 2019
If you were given a financial planning practice and you had until June 2020 to raise its revenue by 25%, how would you do it? That's a question that was put to former Swisse Vitamins boss Radek Sali, former Costa Group managing director Simon Costa ...