Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 15 results for "My Adviser"

Former Life Plan FP adviser cops ban

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... Private Wealth for more than a year before joining Life Plan FP in 2018. He also worked at Affinia Financial Advisers and My Adviser.

Experience pathway could create two adviser tiers

KARREN VERGARA  |  TUESDAY, 23 MAY 2023
... terms and that the distinctions should be removed. She said: "We're really concerned about consumers [saying], 'My adviser is a relevant provider, or my adviser is an experienced provider'. "Will the consumer assume that a relevant provider ...

ASIC accepts EU from My Adviser

KERRIE SYDEE  |  WEDNESDAY, 24 AUG 2016
ASIC has accepted the enforceable undertaking (EU) of My Adviser after an investigation found one of its representatives had provided poor and unauthorised advice on a number of instances. The investigation, which commenced in January 2016, looked at ...

IOOF merges two licences

ALEX BURKE  |  FRIDAY, 24 JUL 2015
IOOF has merged licences My Adviser and Plan B into Consultum and Shadforth. An IOOF spokesperson said, "The reasoning behind the transition of the advisers in both cases is that it makes sense to consolidate smaller licences, such as MyAdviser and ...

Botte replaces Sheehan as My Adviser managing director

MARK SMITH  |  THURSDAY, 3 JUL 2014
Consultum Financial Advisers chief executive Joe Botte has been appointed managing director of My Adviser following the resignation of Philippa Sheehan after almost 10 years with the company. The changes at the two IOOF-owned firms were confirmed by ...

FPA and AFA unite: stop commissions on general advice

LAURA MILLAN  |  THURSDAY, 22 MAY 2014
... questioned the advisers' representatives about the sector's current fee structure and business model. "How is seeing my adviser once a year any different from going to see my accountant? Why should I be paying fees for products that were recommended ...

Advisers struggle to add value

LINDA HAUSKEN  |  FRIDAY, 5 OCT 2012
... typical big ticket justification being client review meetings." Thomas noted that if a client can turn around and say "my adviser has no influence over the outcome of my portfolio and if I am paying 1% to 1.5% of my portfolio in fees just to have a few ...

HNW clients give brokers the 'thumbs down'

MELANIE TIMBRELL  |  FRIDAY, 10 AUG 2012
... their own investments, including fund selection, fixed interest investments and equities trading. "I had expected that my adviser would have given me a bit of thinking outside the square, but they didn't. It was basically a narrow product view of the ...

My Adviser offers accountants licensing package

LINDA HAUSKEN  |  WEDNESDAY, 11 JUL 2012
My Adviser group has launched a specialist authority licensee package to enable accountants to continue to provide advice on SMSFs and superannuation following the changes to the accountant exemption in the FOFA reforms. Currently, accountants can provide ...

Plan B continues eastern state expansion

ELISE BURGESS  |  FRIDAY, 24 FEB 2012
... firm, Plan B Group Holdings, is continuing expansion to the eastern seaboard and fast-tracking its acquisition of the My Adviser planning network. On April 21 last year Plan B announced it would acquire a 33% stake in Queensland-based financial planning ...
PAGE:
1
PREVIOUS
NEXT