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Showing 1 - 10 of 100+ results for "Financial Planning"

Industry groups welcome Labor government

ANDREW MCKEAN  |  MONDAY, 23 MAY 2022
... working constructively with the new government and treasury team on superannuation matters." Meanwhile, the Financial Planning Association of Australia said it looks forward to working with the Albanese government on pressing issues impacting the advice ...

CountPlus names chief executive

JAMIE WILLIAMSON  |  FRIDAY, 20 MAY 2022
... executive general manager, wealth management at Commonwealth Bank and, prior to that, oversaw Commonwealth Financial Planning and BankWest Financial Advice. He also spent close to six years with AMP, first as chief executive of Hillross Financial Services ...

ASIC bans financial adviser for five years

ANDREW MCKEAN  |  FRIDAY, 20 MAY 2022
... accounts, ASIC said. The ASIC Financial Adviser Register shows Guan was an authorised representative of Lifespan Financial Planning until March 2021 before a two-month stint with Shartru Wealth Management at the end of 2021. ASIC also found Guan was ...

Record number of adviser graduates: Kaplan

ANDREW MCKEAN  |  THURSDAY, 19 MAY 2022
Kaplan Professional announced a record number of financial advisers have graduated from postgraduate financial planning qualifications in 2020 and 2021. Over 3000 advisers have graduated from Kaplan's postgraduate financial planning qualifications since ...

Super home buyer scheme fails to move the needle

ANDREW MCKEAN  |  WEDNESDAY, 18 MAY 2022
... a compelling proposition, but concrete analysis has revealed that at best it's only a marginal measure. The Financial Planning Association of Australia (FPA) has applauded both major parties for recognising that housing affordability is a major issue ...

Former adviser sentenced over dishonesty

JAMIE WILLIAMSON  |  TUESDAY, 17 MAY 2022
... conduct occurred between August and October 2017. At the time, he was an authorised representative of Libertas Financial Planning. Nesseim was accused of providing three forged wholesale client certificates to ASIC "in an attempt to influence and ASIC ...

Fidelity appoints sales manager

JAMIE WILLIAMSON  |  TUESDAY, 17 MAY 2022
... financial advice community," Glazier said. "This experience and knowledge, along with his solid relationships with financial planning groups, make him a great fit for our team."

Millennials want financial advice: Natixis IM

CHLOE WALKER  |  THURSDAY, 5 MAY 2022
... frivolous spending over saving. "Millennials have high expectations, but they also are proactive when it comes to financial planning and are no longer the young twenty-somethings they're often thought to be," he said.

FPA names new chair

JAMIE WILLIAMSON  |  TUESDAY, 26 APR 2022
The Financial Planning Association of Australia will welcome a new chair next month as Marisa Broome's term comes to an end. The result of a long-term succession plan, current deputy chair David Sharpe will take over as chair on May 1, based in Perth. ...

Former ClearView executive in new role

CHLOE WALKER  |  WEDNESDAY, 13 APR 2022
... commitment to new and existing practices within the Lifespan community. "Tony has a wealth of experience in the financial planning space, and in growing and managing self-licensee businesses," Ardino said. "We are very pleased to have someone of his ...
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