Search ResultsShowing 1 - 10 of 100+ results for "Financial Planning"
Cbus head of advice launches firm
KANIKA SOOD  |  FRIDAY, 17 JAN 2020
... of cross-subsidisation. During his time at Cbus, Harper pioneered Cbus's adviser referral program with the Financial Planning Association of Australia in 2014 for specialised advice that went beyond the intra-fund advice remit. Many superannuation funds ...
Bank of Mum and Dad forking out serious dosh
ALLY SELBY  |  TUESDAY, 14 JAN 2020
... see their wealth put towards something so available to them - their family," he said. "After some thorough financial planning the client knows they will not run out of money and therefore have peace of mind they will be okay, and are immensely proud ...
FPA supports tightening insurance claims
ELIZABETH MCARTHUR  |  MONDAY, 13 JAN 2020
The Financial Planning Association of Australia said in a submission to Treasury that it supports bringing insurance claims handling under the definition of financial services. The submission, in response to Treasury's exposure draft legislation and ...
ASIC bans former Charter, NAB adviser
KANIKA SOOD  |  WEDNESDAY, 8 JAN 2020
A financial adviser who worked for AMP's Charter Financial Planning and NAB's GWM Adviser Services has been handed a four-year ban after the regulator reviewed a sample of his client files. David O'Brien failed to consider his clients' ...
FPA offers pro bono support to bushfire victims
ELIZABETH MCARTHUR  |  WEDNESDAY, 8 JAN 2020
The Financial Planning Association of Australia is establishing a pro bono program where members can volunteer their time to help Australians impacted by the ongoing bushfire crisis. "The FPA community supported those who suffered in the 2009 Black ...
ASIC alters adviser levy
ELIZABETH MCARTHUR  |  FRIDAY, 20 DEC 2019
The Financial Planning Association of Australia head of policy and standards Ben Marshan has pointed out that ASIC has quietly altered the per adviser levy recently. Marshan told Financial Standard that financial advice businesses which have budgeted ...
Financial Standard Holiday Cooking Guide 2019
JAMIE WILLIAMSON  |  FRIDAY, 20 DEC 2019
... remaining glaze over the ham before carving to serve. Dante De Gori's favourite pasta Chief executive of the Financial Planning Association of Australia Dante De Gori shared this favourite recipe for tuna pasta. Ingredients Pene or spiral pasta - ...
What you read in 2019: Financial advice
JAMIE WILLIAMSON  |  THURSDAY, 19 DEC 2019
... sale of its in-house planning division. At the time, Westpac confirmed it was exploring options for Westpac Financial Planning, but what eventuated was even bigger. The following month the group sold off part of its advice arm to Viridian Advisory and ...
No joy in the advice world this Christmas
ELIZABETH MCARTHUR  |  WEDNESDAY, 18 DEC 2019
... pressure on the public system. The strain on advisers has also seen the Association of Financial Advisers and the Financial Planning Association of Australia come together, calling for a coordinated approach to supporting the mental health of advisers. ...
AMPFP ceases MDA services
ELIZABETH MCARTHUR  |  WEDNESDAY, 18 DEC 2019
AMP Financial Planning has ceased providing managed discretionary account services following the imposition of tailored licence conditions by ASIC. ASIC tailored AMPFP's MDA licence conditions in March this year - the extra conditions meant a senior ...
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