Search ResultsShowing 1 - 10 of 100+ results for "Financial Planner"
Ethics code creates confusion around ESG
ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
A debate is raging about what the Financial Advice Standards and Ethics Authority's Code of Ethics means for ESG investing and advising clients on ethical investment options, with FASEA chief executive Stephen Glenfield looking to clarify the issue. ...
Former Apogee, GPS Wealth advisers banned
JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2019
... licensed by ANZ and, before that, IOOF. According to the ASIC Financial Adviser Register, Khaw is a certified financial planner and member of the Financial Planning Association of Australia. Meanwhile, ASIC has also banned former Queensland adviser Mark ...
New FPA board members
ELIZABETH MCARTHUR  |  TUESDAY, 5 NOV 2019
... Finance Integrated and is a disability and human rights advocate. Henderson has been director and certified financial planner at SWA Financial Planning for over 20 years. Meanwhile, Sharpe runs a boutique financial services firm in Perth called Globe ...
Ex-ANZ adviser goes solo
ELIZABETH MCARTHUR  |  TUESDAY, 13 AUG 2019
... after 16 years with ANZ, when things started to shift for financial advisers at the big bank. "The duties of a financial planner wouldn't change but relationships with ongoing clients were potentially going to change," Laird explained. Laird chose RI ...
Patersons launches first SMAs
ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
... over their investments but at the same time may not be able to afford the annual costs that a full service financial planner might impose on them," Wigzell explained "So it's a lower cost, fully researched investment solution." The SMA models will ...
FPA launches Tinder for advisers
ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
... "We have built a new tool which is effectively the world's first dating app for consumers connecting with a financial planner called Match My Planner," chief executive of the FPA Dante De Gori said. "In the end, the research told us that for trust to ...
NEOS grows sales teams
KARREN VERGARA  |  WEDNESDAY, 17 JUL 2019
... regions. Yamen was most recently in a similar role with AIA Australia for three years, and prior to that was a financial planner at Melbourne-based Stephens and Plattfuss & Co. NEOS head of sales Charl du Plooy said: "We have assembled a team of industry ...
FASEA exam was fair: Poll
KARREN VERGARA  |  TUESDAY, 16 JUL 2019
... sitting the financial adviser exam and commence using the term "provisional financial adviser" or "provisional financial planner." Existing advisers have until 1 January 2021 to pass the financial adviser exam and until 1 January 2024 to reach an education ...
FPA moves to improve adviser mental health
ELIZABETH MCARTHUR  |  FRIDAY, 31 MAY 2019
... advisers belonging to the FPA. FPA Wellbeing will be free to all FPA practitioner members including certified financial planner professionals, AFP and associate members. It will include access to personal, confidential support sessions with qualified ...
Members ignorant about super fund differences: Research
KARREN VERGARA  |  WEDNESDAY, 22 MAY 2019
... chose their fund did so with the help of their employer and nearly 40% received advice from their accountant, financial planner or bank. AIST chief executive Eva Scheerlinck said the findings highlight the need to compare funds without having to search ...
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