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

FASEA approves two degrees

KARREN VERGARA  |  MONDAY, 17 MAY 2021
... meet the education standard," FASEA said. FASEA has also approved the following bridging courses offered by AIM: financial advice regulatory and legal obligations; ethics for professional advisers; and behavioural finance. The courses will be added to ...

Advice practices set to benefit from tax cuts

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
... outlined in the budget. "The FPA supports a commitment by the Government to reduce the number of regulators in financial advice by confirming the wind down of FASEA by 31 December 2021, and putting increased caps on ASIC's spending," FPA chief executive ...

Low FASEA pass rate continues

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 MAY 2021
... on the FASEA website. FASEA revealed that the areas of the exam that March candidates underperformed in were: financial advice regulation and legal obligations, applied ethical and professional reasoning and communication and financial advice construction. ...

Fiducian acquires Adelaide adviser's FUA

KANIKA SOOD  |  TUESDAY, 11 MAY 2021
... Financial Service to develop a countrywide financial planning network to ensure Australians can access personalised financial advice, but also in our cultural DNA to help those Fiducian financial planners who wis to move their families to other locations," ...

Macquarie Wrap reaches new milestone

ANNABELLE DICKSON  |  MONDAY, 10 MAY 2021
... 2019 to $5 billion. The platform has an open-architecture approach which uses data and connectivity to enable financial advice. "We see that technology is increasingly becoming critical to enabling financial advice which is why we're focused on delivering ...

AFA appoints partnerships GM

KARREN VERGARA  |  MONDAY, 10 MAY 2021
... years' experience in marketing and communications in the financial services sector, primarily in the areas of financial advice, superannuation, investments and trustee services. She previously held roles at BT and Zurich and most recently led marketing ...

Centrepoint Alliance hires from Morningstar

ELIZABETH MCARTHUR  |  FRIDAY, 7 MAY 2021
... leading teams that provide exceptional training and support for advisers," Anderson said. Centrepoint acquired the financial advice software firm Enzumo in 2020. Anderson said that technology investments remain a key strategic priority for the dealer ...

AMP advice transformation leads exits

KARREN VERGARA  |  FRIDAY, 7 MAY 2021
The change expert hired to transform AMP's financial advice business has left after seven months. Jill Hopkins was the advice transformation program director, appointed in November 2020 as part of the group chief executive Francesco De Ferrari's three-year ...

MAX finalists named, voting open

JAMIE WILLIAMSON  |  FRIDAY, 7 MAY 2021
... 'Flourish' Suncorp - Bank of the Year MARKETING CAMPAIGN OF THE YEAR - CONSUMER NGS Super - NGS onboarding program ANZ Financial Advice - Financial advice as unique as you Budget Direct - Insurance Solved Fidelity - 'Flourish' La Trobe ...

Former adviser cops eight-year ban

KARREN VERGARA  |  THURSDAY, 6 MAY 2021
... June 2010 and 15 June 2017, and ANZ between 19 September 2017 and 19 November 2018. She is no longer providing financial advice. "Financial advisers must act with honesty and integrity in their dealings with clients. ASIC may ban a financial adviser ...
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