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Showing 1 - 10 of 18 results for "Bryan Ashenden"

SMSF Association announces board director changes

MATTHEW WAI | WEDNESDAY, 30 OCT 2024

... demographic and ensuring the industry continues to evolve." They replace the outgoing Liam Shorte, Deborah Ralston, and Bryan Ashenden. Hay-Bartlem thanked the retiring directors for their contribution to the growth and success of the association, with ...

Regulation, profitability top adviser worries: BT

KARREN VERGARA | TUESDAY, 9 JUL 2024

... effect of the intent behind the Quality of Advice Review," he said. BT head of financial literacy and advocacy Bryan Ashenden agreed that the CSLR levy "is particularly contentious." "Advisers agree that people should have the right to be compensated ...

Higher-for-longer rates dominate adviser conversations

KARREN VERGARA | TUESDAY, 4 JUN 2024

... has been the most frequently asked question in the last few months. BT head of financial literacy and advocacy Bryan Ashenden said with Australians living longer than previous generations, it's important to consider clients' income needs and plan to ...

BT signposts key issues for advisers in 2024

ANDREW MCKEAN | THURSDAY, 14 DEC 2023

... amongst financial advisers and their clients, going into 2024," said BT head of financial literacy and advocacy Bryan Ashenden. "Clients are discussing with their advisers how downsizing from a large property they no longer need can be integrated into ...

SMSFA adds to board

ANNABELLE DICKSON | WEDNESDAY, 21 JUL 2021

... Retirement Income Review and appointed BT's head of financial literacy & advocacy to its board. Deborah Ralston and Bryan Ashenden have been appointed as non-executive directors. Ralston previously joined the SMSFA board in 2016 and later in 2018 was ...

What advisers need to know: BT

ELIZABETH MCARTHUR | THURSDAY, 4 JUN 2020

BT head of financial literacy and advocacy Bryan Ashenden has observed a significant increase in calls for technical support from financial advisers during the COVID-19 pandemic. "The level of queries and questions we were getting through from advisers ...

SMSFs not for everybody: ASIC

HARRISON WORLEY | MONDAY, 14 OCT 2019

... it started the discussion about the appropriateness of an SMSF, but BT head of financial literacy and advocacy Bryan Ashenden was not so sure. "I'm concerned about a dollar figure," Ashenden said at the time. "Because there are people with less than ...

Support staff should meet FASEA standards

ELIZABETH MCARTHUR | FRIDAY, 20 SEP 2019

BT head of financial literacy and advocacy Bryan Ashenden told the Financial Standard and Challenger Technical Services Forum that FASEA standards should raise questions for support staff as well as advisers. Appearing at the event yesterday, Ashenden ...

Millennials faring well financially: BTFG

HARRISON WORLEY | MONDAY, 23 APR 2018

... believe they will be in a better financial position over the same period. BT head of financial literacy and advocacy Bryan Ashenden, said it was good to see Millennials developing good money habits. "We know millennials are often preoccupied with balancing ...

Financial stress devastating Australian lives: Research

EMMA RAPAPORT | TUESDAY, 5 SEP 2017

... similar levels of concern across all income brackets, according to BTFG head of financial literacy and advocacy Bryan Ashenden. "No one is immune, we all have worries about our money from time to time, but what can make a difference is to put steps in ...

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Settlement reached in Caddick class action

ELIZA BAVIN | 12:27PM

Lawyers leading the class action said they feel the settlement is a "great outcome" for the applicants.

Platinum, Regal put acquisition talks to bed

JAMIE WILLIAMSON | 12:16PM

After completing due diligence, Regal Partners says it is no longer interested in acquiring Platinum Asset Management. It comes as the latter confirms its first deal under the new Platinum Partner Series initiative.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN

Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025.

Funds SA appoints chief investment officer

ANDREW MCKEAN

Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

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Jenny Taing

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Mistaking financial literacy for retirement literacy

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Kellie Wood

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Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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