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Showing 1 - 10 of 243 results for "Planning industry"

Wollongong adviser wins Gwen Fletcher Memorial Award

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
... an enhanced appreciation for the depth of knowledge, skills and professionalism we have within the financial planning industry," he said. Financial Advice Association Australia (FAAA) chief executive Sarah Abood said: "I congratulate Nathan on persevering ...

Advisers, accountants ramp up partnerships

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... that accountants and financial advisers "will cohabitate because the accounting industry's foray into the planning industry is only starting". In November, Prosperity Advisers Group merged with a Brisbane-based accounting firm P+Y Accountants and ...

Chuck out Chapter 7: Broome

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
... the Australian Law Reform Commission. Moving forward, Ripoll said that he would like to see that the financial planning industry collectively deal with this complexity by interconnecting with regulators. "Advisers won't care how many laws and regulators ...

Stonehouse acquires risk advice firm

KARREN VERGARA  |  MONDAY, 28 JUN 2021
... the Stonehouse Group. This group has the greatest integrity and the most extensive experience in the financial planning industry," he said.

Former AMP Capital managing director joins Ignition

KANIKA SOOD  |  WEDNESDAY, 28 APR 2021
... jurisdictions." Keary is currently completing a post doctorate at Western Sydney University on how the financial planning industry will need to adapt to changing customer needs. Last week, Ignition said it will expand into the UK market. It has recently ...

Celebrating women in financial services

STAFF WRITER  |  MONDAY, 8 MAR 2021
... many of the challenges that may have been present in the past. Q: If your daughter were entering the financial planning industry tomorrow, what three pieces of advice would you give her? A: First, I'd say to check out the 'our team' page ...

AMP Capital APAC managing director exits

JAMIE WILLIAMSON  |  FRIDAY, 4 DEC 2020
... a LinkedIn post. He plans to take time out to focus on the PhD he is studying, focused on how the financial planning industry must adapt to changing customer needs and circumstances.

Sequoia reveals strategic plans

ANNABELLE DICKSON  |  FRIDAY, 20 NOV 2020
... increase to 450 by end of 2021. Sequoia chair John Larsen said: "The board of Sequoia believes the financial planning industry has a bright future, as a consequence we are looking to increase our adviser numbers." In addition, Sequoia said it aims to ...

CFS partnership to sustain advice industry

ANNABELLE DICKSON  |  FRIDAY, 11 SEP 2020
... working for a financial advice firm. "Our goal is to drive more graduates and more people into the financial planning industry. The more we support high-quality talent to enter the advice profession, the more the sector will thrive - delivering better ...

AMP does not treat advisers fairly: Poll

ELIZABETH MCARTHUR  |  TUESDAY, 1 SEP 2020
... who said they were facing financial ruin as a result of the BOLR changes. "Small businesses in the financial planning industry have faced a great deal of turmoil in the aftermath of the Banking Royal Commission, with hundreds of planners bearing the ...
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