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

Search Results

Showing 71 - 80 of 2306 results for "Financial Planner"

FAAA names inaugural awards finalists

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
... students who represent the bright future of the financial advice profession. Vying for the title of FAAA Certified Financial Planner Professional of the Year is Hamish Landreth of Prosperity Advisers Group; Martin McGrath of Financial Edge Group; and ...

Vale Tony Bongiorno

KARREN VERGARA  |  TUESDAY, 10 OCT 2023
... Bongiorno specialised in refinancing strategies, tax structures, and self-managed super funds. He was a Certified Financial Planner (CFP), a member of the Institute of Public Accountants, and Certified Practising Accountants (CPA), as well as a Chartered ...

ReCALIbrate grant winners announced

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... Financial Planning director Asha Burrows, Skye Wealth financial adviser Azaria Bell, Fox & Hare Financial Advice financial planner Trish Gregory, and Adele Martin - Money Mentor director and senior financial adviser Adele Martin. The five winners will ...

Advised Aussies more financially confident: Research

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
... more financial confidence and resilience and a higher quality of life. The majority (93%) said they trust their financial planner to act in their best interests. About three in four (77%) intend to have a long-term relationship with their adviser. Among ...

Family office executives take investment reins: Ocorian

CHLOE WALKER  |  THURSDAY, 5 OCT 2023
Improved professionalisation has seen a "significant transformation" in the family office sector, with executives increasingly empowered to manage family assets in-house, according to a new study by Ocorian. As part of the study, conducted earlier in ...

Morningstar manager selection services lead exits

KARREN VERGARA  |  FRIDAY, 29 SEP 2023
... at KPMG. Ramrakha then spent time working at the Commonwealth Bank as national technical manager and senior financial planner before moving to BT Financial Group as its head of technical services. He then returned to CBA in September 2007 where he was ...

AMP challenges BOLR court ruling

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2023
AMP is appealing the Federal Court's Buyer of Last Resort (BOLR) ruling that determined in favour of AMP Financial Planning advisers who saw the valuations of businesses slashed by 40%. AMP filed a Notice of Appeal in the Federal Court yesterday ...

Former adviser lands in jail

KARREN VERGARA  |  TUESDAY, 26 SEP 2023
A former financial adviser who took more than $1 million from clients to feed his online gambling addiction has been sentenced to jail for five years. The District Court of Western Australia found Mark Raymond Sebo guilty of misappropriating $1,056,685.18 ...

FSCP issues slap on the wrist to adviser

KARREN VERGARA  |  FRIDAY, 11 AUG 2023
... January 2022 and March 2022. Looking closely at the FSCP's fourth determination, Capital Advisory director and financial planner Michael Miller said that some of the lessons that can be taken from it are similar to the third determination. "It is ...

AMP provisions $50m in response to class action

ANDREW MCKEAN  |  THURSDAY, 10 AUG 2023
Amid the Financial Adviser Class Action fallout, AMP has suspended its capital return, with a resolution expected by year-end. AMP has set aside a $50 million provision, reflecting its preliminary assessment of potential liabilities associated with ...