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Showing 1 - 10 of 107 results for "Paraplanner"

Inflation pummels adviser pay by 20%

KARREN VERGARA  |  WEDNESDAY, 10 JUL 2024
Financial advisers' remuneration has failed to beat inflation for more than 20 years, going backwards by 20%, according to a recruiter. An analysis by Recruit 2 Advice found that since 2000, advisers' salaries increased 1.9% annually or 2.8% averaged ...

Paraplanners unfazed by QAR, AI: Survey

KARREN VERGARA  |  WEDNESDAY, 22 NOV 2023
... the Quality of Advice Review potentially making their roles redundant, according to a new survey. This year's Paraplanner Hub and Tanngo survey finds that most paraplanners are not concerned about job security as only 37% think that technology and ...

Midwinter partners for paraplanning solution

CHLOE WALKER  |  WEDNESDAY, 30 AUG 2023
Midwinter Financial Services (Midwinter) will work with Scale Up Paraplanning, TNW Solutions, and Rocket Services to create an integrated paraplanning solution for advisers. Launched off the back of a successful pilot phase, the Paraplanning Partners ...

New CFS platform at the cutting Edge: Quirk

CHLOE WALKER  |  TUESDAY, 1 AUG 2023
After several months' delay, Colonial First State's much-anticipated Edge platform has launched, with CFS distribution lead Bryce Quirk saying it's expected the new offering will fare as well as FirstChoice. Developed in collaboration with FNZ, CFS ...

It's the year of the raise, says Hays

JAMIE WILLIAMSON  |  THURSDAY, 1 JUN 2023
... typically on $100,000 and $90,000 in Melbourne. In financial planning, Hays says the average base salary for a senior paraplanner is $100,000 in Sydney and $98,000 in Melbourne, while a senior financial planner is on $160,000 in Sydney and $130,000 in ...

Former adviser jailed for nine years

KARREN VERGARA  |  MONDAY, 24 APR 2023
... their lives, and he seriously abused their generosity, hospitality and trust." Fineff joined Sentinel in 2010 as a paraplanner and after three years became a financial adviser. At one point, he managed 120 clients. "Financial advisers at Sentinel were ...

Mixed outlook for paraplanning: Study

ANDREW MCKEAN  |  FRIDAY, 20 JAN 2023
... the paraplanning sector in the past 12 months, however there's still no telling where the industry is going. The Paraplanner Hub and Tanngo's Australian Paraplanner Survey 2022 shows the majority of paraplanners (82%) have spent more than four ...

Paraplanners happy to stay put: Survey

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
According to the Paraplanner Hub and Tanngo's Australian Paraplanner Survey 2022, less and less paraplanners (80%) are wanting to become financial advisers. Paraplanners don't want to move into advising because they don't want to be in client ...

Adviser salaries to jump in 2023: Experts

CASSANDRA BALDINI  |  WEDNESDAY, 11 JAN 2023
It's no secret that Australia has a shrinking pool of financial advisers but 2023 could be a lucrative year for those left in the game. According to Kaizen Recruitment, adviser salary guides have increased year on year by around 16%. "A senior adviser ...

Fin365 undertakes strategic mergers

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2023
Software provider Fin365 is enhancing its capabilities by merging with two other financial services companies, appointing a head of technology services in the process. Fin365 will merge with Optimised Financial Planning Solutions (OFPS) and SMSF Paraplanners ...
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