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Showing 891 - 900 of 4070 results for "Financial planning"

Advice association merger up to members

HARRISON WORLEY  |  THURSDAY, 29 AUG 2019
... Whether Australia's peak bodies in financial advice merge is a matter for members to decide, according to Financial Planning Association of Australia chief executive Dante De Gori. Speaking at the Financial Services Council Summit in Sydney this ...

Train of legislation to hit advisers

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... will hit you all," Bishop told the conference. She praised the work of the AFA in coming together with the Financial Planning Association of Australia (FPA) to create a united voice. FPA chief executive Dante De Gori was in the audience for Bishop's ...

Nominees await top AFA honours

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... AFA/Zurich Adviser of the Year Simone Du Chesne, EQWealth Joseph Hoe, Wealthwise Elliot Watson, Elliot Watson Financial Planning 2019 AFA Rising Star Chris Carlin, Master Your Money Now Victoria Devine, Zella Wealth Ellie Fordham, Dozzi Financial Advice ...

CFP coursework approved

ELIZABETH MCARTHUR  |  TUESDAY, 27 AUG 2019
The Financial Planning Association of Australia (FPA) has had its application for recognition of CFP coursework approved by FASEA. Any financial advisers who completed Certified Financial Planning (CFP) 1-4 program coursework to obtain the FPA CFP designation ...

Down but not out: Top advisers adapt

ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
... Westpac's exit, a further 147 former Westpac advisers have so far failed to join another licensee. Commonwealth Financial Planning shed 213 advisers, while Count Financial - recently sold to CountPlus - lost 74. Godfrey Pembroke dropped 40 advisers in ...

Midwinter acquired by Bravura

JAMIE WILLIAMSON  |  FRIDAY, 23 AUG 2019
Bravura Solutions has acquired financial planning software provider Midwinter for $50 million. For a total consideration of $50 million, Bravura has entered into an agreement to acquire Midwinter Financial Services, one of the leading providers of financial ...

FPA offers postgrad course discounts

HARRISON WORLEY  |  THURSDAY, 22 AUG 2019
Members of the Financial Planning Association of Australia will be eligible for discounted postgraduate course fees through a series of higher education institutions. The FPA is hoping to make it easier for members to meet the FASEA education requirements ...

Cashwerkz hires distribution lead from Perpetual

ELIZABETH MCARTHUR  |  TUESDAY, 20 AUG 2019
... Ironbark Asset Management) before joining Perpetual. Prior to that, he was a financial adviser at Cardinal Financial Planning and a business development manager for BT Financial Group. Burbidge replaces Rob Hay in the head of advised distribution role ...

AMP advice lead rejects AMPFPA claims

JAMIE WILLIAMSON  |  MONDAY, 19 AUG 2019
... meet its legal obligations to advisers in announcing changes to its Buyer of Last Resort terms, saying the AMP Financial Planning Association was informed ahead of time and adviser feedback was sought in shaping the new strategy. Speaking to Financial ...

ASIC bans adviser again

HARRISON WORLEY  |  FRIDAY, 16 AUG 2019
... authorised representative of an AFSL for the full period. After the period ended, Aujla was authorised by Lifespan Financial Planning, before eventually becoming an Infocus Securities authorised representative in February 2013. ASIC said advisers had ...