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| | | ... recruiting and training financial advisers. He then spent two and a half years in a similar role for Lend Lease Financial Planning as state development manager. Later, he held senior roles with Perpetual, Invesco, AXA and Equity Trustees. A sports fan ... |
| | | | ... quality financial advice because we believe it enables people to lead better and more prosperous lives." "We want financial planning to become the career of choice for high calibre women in Australia, so that the profession can attract and nurture more ... |
| | | | Financial planning software provider AstuteWheel launched the third generation of its software solution, with new regtech capabilities. The third generation of the firm's software adds functionality, with a new base product allowing advisers to onboard ... |
| | | | ... Adviser Register, Luthra was licensed by Westpac from March 2013 to April 2016. He is also a member of the Financial Planning Association of Australia (FPA). Luthra prioritised his interests over those of his clients to maximise the fees and commissions ... |
| | | | ... practices seeking dealer services, such as back-office infrastructure and support. Now NSW-based practice Macaplan Financial Planning Resources and Canberra-based Rightway Insurance Services have chosen LaVista to assist them in managing licence obligations. ... |
| | | | ... business bank (where CommSec and hence, CAS sit), retail bank (where the salaried advisers under Commonwealth Financial Planning sit) and in NewCo (with Financial Wisdom). On June 13, CBA said it entered into an agreement to sell Count Financial, which ... |
| | | | ... associations have met with the government's new superannuation and financial services lead for the first time. The Financial Planning Association of Australia and the Association of Financial Advisers together met with newly appointed Assistant Minister ... |
| | | | A financial advice network has hired a practice management professional from InterPrac Financial Planning. Lifespan Financial Planning announced Michael Gershkov has joined the firm's Melbourne office as national practice manager. Gershkov was national ... |
| | | | ... groups shed more than 630 financial advisers in the three years to December 2018. Its flagship licensee, AMP Financial Planning, lost 287 advisers. At the same time, Westpac and its aligned dealer groups shed about 450 advisers. This, before its announcement ... |
| | | | An ASX-listed advice group has paid $3.5 million to acquire the financial planning business of an Australian bank. MyState today announced it has entered into a sale agreement with Fiducian for the acquisition of the bank's retail financial planning ... |
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