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Showing 961 - 970 of 4744 results for "Financial advisers"

ASIC dishes out permanent ban to 'lifestyle' adviser

JAMIE WILLIAMSON  |  WEDNESDAY, 12 OCT 2022
... Adviser Register shows that between 2010 and 2015 Reynolds was licensed by Westpac. He then moved to Dover Financial Advisers until its AFSL was cancelled in July 2018. Then, more than a year later, he became licensed by Interprac Financial Planning ...

FPA seeks broader scope for CSLR

CHLOE WALKER  |  MONDAY, 10 OCT 2022
... appropriate professional indemnity insurance. As a result, it said that consumers are left unprotected and financial advisers are footing the bill. "We believe the government should amend the proposed legislation to establish the scheme so that its design ...

Hejaz launches financial advice service

ANDREW MCKEAN  |  TUESDAY, 4 OCT 2022
... launched a faith and ethical dealer group to serve Muslim clients and those seeking ultra-ethical products. Hejaz Financial Advisers intends to support financial advisers with an existing Muslim client base and in highly populated Muslim areas. The dealer ...

Wheelhouse Partners adds head of distribution

JAMIE WILLIAMSON  |  TUESDAY, 4 OCT 2022
... capabilities. McGauley is to focus on key accounts, research relationships, asset consultants, independent financial advisers and the private wealth space, the income manager said. He was most recently head of retail at IML, a role he held for 13 years. ...

ASIC FAR drops as deadline looms

JAMIE WILLIAMSON  |  THURSDAY, 29 SEP 2022
The countdown is on for financial advisers that have yet to pass the exam to get off the ASIC Financial Adviser Register by tomorrow, as new analysis shows 295 have dropped off since the beginning of the month. Since the results of the final exam for ...

FPA calls for sunset on experience pathway

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2022
... is a sunset period included. In formulating its submission on the proposed education pathway for experienced financial advisers, the FPA surveyed its members, majority of which have already completed the existing education requirements. The FPA said ...

Advisers given access to wellbeing service

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2022
... service to the financial advice practices it partners with. The insurer said making the service available to financial advisers and their staff for free will help ease the high levels of stress in the industry. The Vivo suite includes access to a panel ...

CALI progressing well: Mu

CASSANDRA BALDINI  |  TUESDAY, 27 SEP 2022
... made. AIA Australia chief executive and managing director Damien Mu provided an update at the Association of Financial Advisers (AFA) Thrive Conference after Hayes & Co director and principal adviser, Katherine Hayes mentioned there has been little said ...

Padua amplifies research capabilities

CHLOE WALKER  |  TUESDAY, 27 SEP 2022
... More recently, the firm's co-founder and co-chief executive Anne-Marie Esler presented at the Association of Financial Advisers (AFA) Thrive Conference, highlighting four key issues currently facing the financial advice industry. Financial Standard was ...

Adviser of the Year named

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2022
Felicity Cooper from Cooper Wealth Management has taken out the title at the Association of Financial Advisers national conference. Cooper was named the winner of the award, which is sponsored by Zurich, at the AFA's annual gala dinner. The award ...