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Showing 8571 - 8580 of 18276 results for "Plan"

AFA presents Excellence in Education award

ALICE URIBE  |  MONDAY, 13 OCT 2014
Peter O'Callaghan of MSI Taylor Wealth Management has won the 2014 AFA Excellence in Education Award, presented at the AFA 2014 National Adviser Conference in Cairns today. The Association of Financial Advisers (AFA) and Asteron Life presented the award ...

AFA announces new directors

LAURA MILLAN  |  SUNDAY, 12 OCT 2014
The AFA approved a new board of directors during the annual general meeting yesterday and announced that current AFA national president Michael Nowak will hand over to former AFA treasurer Deborah Kent. Kent will hold the role of AFA president for two ...

Remove adviser double tax: AFA

LAURA MILLAN  |  SUNDAY, 12 OCT 2014
Self-employed financial advisers licensed through a dealer group risk being taxed twice under the current state payroll tax, the Association of Financial Advisers (AFA) told delegates at its annual conference in Cairns. The AFA will lobby for an exemption ...

AFA presents renewed strategy and Narrative

LAURA MILLAN  |  SUNDAY, 12 OCT 2014
AFA chief executive Brad Fox set the scene for this year's Conference in Cairns unveiling the 'AFA Narrative', a redesigned strategy built around the concepts of market health, advice culture, regulation, public perceptions and advice factors. "We've ...

AFA names 10th Rising Star Award winner

ALICE URIBE  |  SUNDAY, 12 OCT 2014
Benjamin Budge of My Wealth Solutions has been named the 2014 AFA Rising Star of the Year at the AFA National Adviser Conference in Cairns. The award, now in its 10th year, was presented by the Association of Financial Advisers (AFA) and ANZ Wealth ...

Upfront commissions linked to bad advice

JAMES FERNYHOUGH  |  FRIDAY, 10 OCT 2014
Advisers remunerated solely through upfront commissions appear to be statistically more likely to provide non-compliant advice, according to the Australian Securities and Investments Commission (ASIC). While 80% of the risk advice examined in the study ...

Enter AFA's best tweet competition

ALICE URIBE  |  FRIDAY, 10 OCT 2014
The Association of Financial Advisers (AFA) is putting social front and centre at the AFA 2014 National Adviser Conference with a competition for "best" tweeters. Conference delegates have the chance to win "best tweet of the day" and "best tweet of ...

AMP University Challenge winners revealed

JAMES FERNYHOUGH  |  FRIDAY, 10 OCT 2014
A team from Griffith University in Queensland has won the AMP University 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 ...

Premium signs up three accounting practices

MARK SMITH  |  FRIDAY, 10 OCT 2014
Dealer group Premium Wealth Management has signed up three new accounting practices who are looking to add financial planning operations to their businesses. ADX Financial Planning (formerly part of Moon Cunningham and licensed through Count), Sullivans ...

OneVue cuts deal with Spring FG

ALICE URIBE  |  FRIDAY, 10 OCT 2014
OneVue has formed the first of what it says will be several new private label partnerships aimed at expanding its SMSF footprint. The wholesale superannuation services provider has partnered with financial planning and wealth management firm Spring ...