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| | | The Financial Planning Association of Australia has launched a new online service to match Australians with their ideal financial adviser. The Match My Planner service is designed to create matches between clients and advisers. The potential clients' ... |
| | | | ... First Bill that riled AustralianSuper earlier in the week, the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) have revealed the two see eye to eye on some, but not all, matters. Both associations said ... |
| | | | ... coursework to attain the Certified Practicing Accountants (CPA) from 1989 onwards. Advisers who completed certain financial planning related subjects as a part of their CPA coursework 1989 onwards will be able to get two credits. The subjects that could ... |
| | | | An ASX-listed platform provider has sold its 50% equity holding in a Queensland-based financial planning practice. Xplore Wealth has divested its holding in McGregor Wealth Management, signing an agreement to transfer its shareholding back to an entity ... |
| | | | ... that clients can access 24/7. Charles Schwab vice president Cynthia Loh said: "The move to subscription-based financial planning came as a direct result of client feedback about the appeal of this pricing approach, and it's clear from these early results ... |
| | | | ... flip side, Hays said the supply of paraplanners would not meet the industry's demand, given an increase in financial planning roles would naturally increase the need for paraplanners to offer technical support. Employers are slightly less likely ... |
| | | | ... 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 ... |
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