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Showing 71 - 80 of 431 results for "Chartered"

HNW advice firm joins William Buck

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
... Montefiore said the unique opportunity to combine an established high-net-worth financial advisory business with a mid-tier chartered accounting firm made the transaction exciting for the team. "It will allow us to establish a high-quality multi-family ...

Focus acquires sixth advice firm

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
... Wales. Queensland advice firm Aspiri Financial Services, which joined the group in April, was the fourth acquisition. Chartered accountant and adviser Jason Misso established his practice in 2001. "Joining Connectus will position us to expand the value ...

Industry calls for expanded CSLR

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... weeks. The Financial Planning Association of Australia, Association of Financial Advisers, SMSF Association, CHOICE, The Chartered Accountants Australia and New Zealand and CPA Australia are among the groups that are calling on the legislation to provide ...

CFA ESG certificate launches in Australia

ELIZABETH MCARTHUR  |  TUESDAY, 5 OCT 2021
The Chartered Financial Analyst (CFA) certificate in ESG investing has officially launched in Australia. Registration for the CFA Institute certificate in ESG investing is available now through CFA Institute. The institute said the certificate is designed ...

Carolyn Colley joins Milford board

ELIZABETH MCARTHUR  |  THURSDAY, 30 SEP 2021
... director of the subsidiary settlement and clearing boards of the ASX, IOOF's Superannuation Trustees, Smartgroup and Chartered Accountants Australia and New Zealand. Milford chair Mark Cross welcomed Colley to the board and noted her deep experience ...

Investors demand credible climate information

ANNABELLE DICKSON  |  MONDAY, 13 SEP 2021
... have greater confidence in sustainability information it was subject to independent assurance, new research shows. The Chartered Accountants Australia and New Zealand (CA ANZ) Investor Confidence Survey recorded 87% of investors view voluntary disclosures ...

FPA appoints FPEC chair

ANNABELLE DICKSON  |  MONDAY, 23 AUG 2021
... available to support FASEA on accreditations," De Gori said. FPEC was established by the FPA in 2011 as an independent body chartered with raising the standard of financial planning education and promoting financial planning as a distinct learning area ...

CSLR unfairly locks out some victims: Maurice Blackburn

ELIZABETH MCARTHUR  |  MONDAY, 16 AUG 2021
... Affairs References Committee had already recommended that the compensation cap through AFCA be lifted to $2 million. The Chartered Accountants Australia and New Zealand, CPA Australia, Financial Planning Association of Australia, Institute of Public ...

Industry associations slam last resort scheme

KARREN VERGARA  |  FRIDAY, 13 AUG 2021
... Major professional associations have united to rally against the newly proposed compensation scheme of last resort. The Chartered Accountants Australia and New Zealand, CPA Australia, Financial Planning Association of Australia, Institute of Public Accountants ...

Record low CFA pass rate

ELIZABETH MCARTHUR  |  FRIDAY, 13 AUG 2021
The pass rate for the latest Chartered Financial Analyst exam hit a record low, with some theorising that the pandemic interfered with preparation. After news that level one candidates suffered a dismal pass rate of 25% for the May exam, level two and ...