Search Results | Showing 81 - 90 of 239 results for "Elder" |
| | | Several organisations are joining a new campaign to help tackle elder financial abuse. The Australian Banking Association, National Seniors, Council on the Ageing, Older Persons Action Network and the Financial Services Union are calling on state governments ... |
| | | | Elders Financial Planning has added four financial advisers, including one of its first to be located in Sydney CBD. The appointments include: Bishal Chhetri from Sydney (NSW), Steve Salvemini from Glenelg (SA), Brett Stephenson from the Sunshine Coast ... |
| | | | While financial advisers are among those best placed to identify instances of financial elder abuse, cases are continually slipping under the radar as it becomes increasingly difficult to recognise. Speaking at the Challenger Financial Standard Technical ... |
| | | | A Melbourne-based financial adviser is building out her own practice, joining the Elders Financial Planning dealer group. Becoming the 24th practice to join Elders since 2016, Marlene Zwarts has moved from a Millennium 3 firm to build out her own business ... |
| | | | ASIC has permanently banned a financial adviser who worked at some of Australia's leading wealth management groups for unethical conduct. Muneer Mahmood Khan, also known under the alias Ivan Khan, was found to have appropriated $185,000 from an elderly ... |
| | | | A former Charter Financial Planning adviser is permanently banned for dishonestly charging clients more than $65,000 in fees. ASIC has banned Brenton John Poynter of Baulkham Hills in NSW from providing financial services after an investigation found ... |
| | | | More than 40 financial advisers joined IOOF in the 12 months to 31 December 2017, adding $1.6 billion in funds under advice. In an update provided to the ASX outlining the group's funds under management, administration, advice and supervision, IOOF ... |
| | | | What were Financial Standard subscribers reading in 2017? Check out the most click-worthy stories of this year. The biggest stories of 2017 spanned new super funds, major strategic partnerships, landmark ASIC investigations, long-serving industry executives ... |
| | | | Two financial planners in New South Wales' central west are joining forces to launch a new financial advice business. Claire Russell, formerly of Ausure, will partner with Siebury adviser Geoff Siegert to launch Central West Financial Planning in Bathurst ... |
| | | | A financial advice business in NSW's Riverina region became the 22nd practice to join Elders Financial Planning in the last 18 months. Albury Financial Planning, led by Brenden Maclean, has joined the dealer group which has "successfully built a truly ... |
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