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Showing 81 - 90 of 214 results for "Chartered Accountant"

NAB appoints private wealth manager

MARK SMITH  |  FRIDAY, 14 NOV 2014
... markets at Bank of America Merrill Lynch (Australia), where he sat on the executive committee. A qualified chartered accountant, Murray was also head of debt capital markets at Citibank and held various roles with JP Morgan in Sydney, London and New ...

New Fortnum advice business targeting accountants

MARK SMITH  |  WEDNESDAY, 12 NOV 2014
... services licence (AFSL) in 2015 as the accountants' exemption draws nearer. The new subsidiary is headed by chartered accountant and business coach Scott Charlton who is also head of strategic development at Fortnum Private Wealth. Before joining Fortnum ...

Financial Standard unveils Digital Dozen in social media

STAFF WRITER  |  FRIDAY, 31 OCT 2014
The 2014 finalists of the Financial Standard Social Media Influence, Leadership + Excellence Scholarship (or "the Smileys"), sponsored by Zurich and IRESS were announced today ahead of the awarding of the Scholarship in Sydney on Tuesday 13th November. ...

Accountant pays $10,000 fine for $100,000 fraud

LAURA MILLAN  |  FRIDAY, 3 OCT 2014
A former Perth company director will have to pay a $10,000 fine after inducing a 70-year-old investor to give his business a cheque for $100,000 and then using it for his own purposes. Andy Kay Hooi Lim saw his 12 months jail sentence wholly suspended ...

Forget about national advice exam, focus on training: CPA

LAURA MILLAN  |  THURSDAY, 11 SEP 2014
A national examination for financial advisers would fail to address the current deficiencies and, instead, CPA Australia and Chartered Accountants ANZ say the focus should be on adviser training and establishing a comprehensive curriculum. A single ...

Advisers must attend ethics classes, say ISA and AIST

JAMES FERNYHOUGH  |  WEDNESDAY, 10 SEP 2014
Financial advisers should be forced to undergo mandatory ethics classes as part of a comprehensive overhaul of the professional standards of the industry, the not-for-profit superannuation industry has argued. In a joint submission to the Parliamentary ...

LGsuper appoints chair to the board

LAURA MILLAN  |  MONDAY, 8 SEP 2014
... Care Australia. Her previous directorships include QIC, Spotless Group and chairman of Queensland Rail. A chartered accountant and former partner of KPMG, Morris worked in audit and corporate services in Brisbane, London and on the Gold Coast. Roebig ...

Higher education will not fix advice industry problems: Accountants

LAURA MILLAN  |  WEDNESDAY, 27 AUG 2014
Mandatory education requirements for financial planners will not eliminate the problems that the financial advice sector has experienced in recent years, the Chartered Accountants Australia and New Zealand (CAANZ) said in a submission to the Financial ...

ATO considers increasing Bitcoin control

LAURA MILLAN  |  FRIDAY, 22 AUG 2014
The Australian Taxation Office (ATO) could be asking Bitcoin and other crypto-currency holders to keep records of their transactions. The ATO has released guidance of the tax ramifications of crypto-currencies and how various parts of the tax law apply ...

Australia and New Zealand accountants launch joint brand

LAURA MILLAN  |  WEDNESDAY, 2 JUL 2014
Chartered Accountants Australia and New Zealand has been launched as a joint brand that brings together the Institute of Chartered Accountants Australia (ICAA) and the New Zealand Institute of Chartered Accountants (NZICA). The merger between the two ...