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Showing 1 - 10 of 17 results for "Marisa Broome"

Financial Advice Association Australia officially launches

KARREN VERGARA | MONDAY, 3 APR 2023

... AFA directors who have worked so hard to make this merger a reality. I would also like to acknowledge and thank Marisa Broome who, as immediate past chair of the FPA, was deeply involved in the early stages of talks and integral to the ultimate success ...

Former association leads push for merger

JAMIE WILLIAMSON | FRIDAY, 3 FEB 2023

... Australians every day," the letter reads. The letter is signed by former FPA executives Julie Berry, Jo-Anne Bloch, Marisa Broome, Dante De Gori, Neil Kendall, Mark Rantall, and Matthew Rowe, alongside former AFA leaders Dennis Bateman, Mark Bineham ...

Chuck out Chapter 7: Broome

CHLOE WALKER | THURSDAY, 24 NOV 2022

Ex-FPA chair Marisa Broome believes that when it comes to regulation for advisers, Chapter 7 of the Corporations Act is not fit for purpose. Addressing the crowd at the FPA Congress 2022, Broome said that for 90% of what she does as a planner, she doesn't ...

What to expect at FPA Congress 2022

CASSANDRA BALDINI | TUESDAY, 22 NOV 2022

... person in three years. Kicking off tomorrow at Sydney's ICC with the theme 'Reunite, Reset', Congress chair Marisa Broome said the event is shaping up to be quite different. "It's over two days instead of three as it normally is. We've made it ...

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. ...

FPA names new chief executive

KARREN VERGARA | THURSDAY, 9 DEC 2021

... 1997 after which she joined Rothschild Australia Asset Management as manager of premier adviser service. FPA chair Marisa Broome said Abood impressed the board with her deep understanding of the financial planning profession, and the demands of running ...

FPA overcharges members

KARREN VERGARA | WEDNESDAY, 1 DEC 2021

... error that incorrectly charged a higher fee for a small number of members who upgraded their membership. FPA chair Marisa Broome wrote in a statement last week that the association "will be proactively contacting the impacted individuals to arrange reimbursement". ...

De Gori to leave FPA

JAMIE WILLIAMSON | MONDAY, 26 JUL 2021

... the reference checking regime for financial advisers to be expanded to all entities providing advice. FPA chair Marisa Broome said De Gori has always put members and the financial planning profession first, having made an exceptional contribution to ...

FPA appoints director

ANNABELLE DICKSON | TUESDAY, 1 DEC 2020

... acquisitions, divestments, and to start-ups in relation to strengthening and transforming their businesses. FPA chair Marisa Broome thanked Ruiz for his service on the board. "I would like to thank Paul Ruiz for his commitment to the FPA board over the ...

FPA announces three board additions

ELIZA BAVIN | TUESDAY, 27 OCT 2020

... positions are for a term of three years and will commence at the Annual General Meeting on 25 November 2020. FPA chair Marisa Broome said: "On behalf of the FPA board, I am looking forward to working with Kearsten, Julie and Julian. Each bring important ...

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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.

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.

UniSuper has 'some work to get on with' on cyber front: Chair

JAMIE WILLIAMSON

UniSuper's leadership team has touched on how the fund is strengthening its operations following the extensive system outage in May this year.

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA

Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found.

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Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

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Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

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Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

Chief Executive Officer

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Mistaking financial literacy for retirement literacy

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

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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