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Showing 71 - 80 of 319 results for %22Gold Coast%22

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  MONDAY, 3 SEP 2018
... said. The Adviser, Practice and Rising Star of the Year will be announced at the AFA National Adviser Conference on the Gold Coast from October 10-12.

ASIC takes financial planner to court

KANIKA SOOD  |  TUESDAY, 3 JUL 2018
... corporate regulator. Brett Andrew Gordon operated a financial planning business, Refocus Financial Group on the Sunshine Coast. He held a licence from Solar Financial Advisory from June 2014 to August 2017. ASIC alleged that during this time Gordon recommended ...

SSGA appoints head of retirement solutions

ALEX BURKE  |  TUESDAY, 19 JUN 2018
... retirees." When Shead spoke at the Australian Institute of Superannuation Trustees Super Investment Conference on the Gold Coast last year, he argued many investment professionals are fundamentally disconnected from the true value of their industry - ...

LGIAsuper bolsters infrastructure investments

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2018
... fund holds significant infrastructure investments across the country, with interests in the Sunshine Coast Airport, Gold Coast Light Rail and the North Queensland Gas Pipeline. Most recently, it acquired $101 million of Village Roadshow's theme park ...

Industry fund appoints former Queensland state politician

JAMIE WILLIAMSON  |  MONDAY, 5 FEB 2018
... Rugby League. From 2013 to 2017 he served as the NRL's head of strategy and investment, and is a former director of the Gold Coast Titans and 2017 Rugby League World Cup. He is also currently a director of New Zealand Rugby League, EY Advisory Board ...

AFA to launch investigation into adviser misconduct

JAMIE WILLIAMSON  |  FRIDAY, 22 DEC 2017
... been licensed by five different dealer groups since December 2014. At the AFA's National Adviser Conference on the Gold Coast in October, ANZ Wealth's Alexis George she believes the AFA has a role to play in fact-based mandatory background checks of ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... advancing the industry well beyond its professional status. More than 650 delegates filled RACV Royal Pines Resort on the Gold Coast in October for what was the 40th anniversary of Association of Financial Advisers conferences. A return to the popular ...

Former BBY adviser cops 10-year ban

KARREN VERGARA  |  WEDNESDAY, 8 NOV 2017
... ASIC's investigation between 1 January 2007 and 13 June 2009 alleged that Gillespie, a senior financial planner on the Gold Coast at the time, forged the signatures of clients on documents relating to financial product applications and a series of internal ...

Mindfulness coach recognised for excellence in advice

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... Excellence in Advice Award. Presented at the Association of Financial Advisers' National Adviser Conference on the Gold Coast last week, Wellthy founder and financial coach Lea Schodel was recognised for her innovative means of providing financial advice ...

AFA launches mental health service

DARREN SNYDER  |  MONDAY, 16 OCT 2017
... partnership with Davidson Trahaire Corpsych and was officially launched at the AFA 2017 National Adviser Conference at the Gold Coast on Friday. The programs were launched during Mental Health Week and the partnership is open to the entire AFA member ...