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Showing 1 - 9 of 9 results for "Professional Planner"

ASIC concerns over Interprac sale 'unfounded': Sequoia

JAMIE WILLIAMSON  |  FRIDAY, 10 APR 2026
... said. Separately, Sequoia confirmed via the ASX that it has issued a formal apology to industry publication Professional Planner after its managing director Garry Crole mistook the title for another in explaining how information of the sale was able ...

Sale of Interprac raises eyebrows at ASIC

JAMIE WILLIAMSON  |  WEDNESDAY, 8 APR 2026
... Sequoia has been forced to reply to a compliance letter from the ASX questioning how industry publication Professional Planner was able to publicise the proposed sale before it was announced via the ASX. The article was published around 5pm on Friday ...

Vale Greg Bright

JAMIE WILLIAMSON  |  TUESDAY, 27 AUG 2024
... Ethical Investor, I &T News, IFA, Investor Supermarket, Investor Weekly, IO&C News, Master Funds Quarterly, Professional Planner, Super Review, and Top 1000 Funds. In 1994, Rainmaker Information launched the Rainmaker Marketing Symposium - now the Financial ...

Paraplanners tackle compliance challenges

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
... her role sees her auditing AFSLs for compliance. She took to the stage with Kate Fellows, director of The Professional Planner, to highlight some of the practical compliance issues facing paraplanners. The session first addressed client goals and objectives ...

Equip readies full robo advice roll-out

MARK SMITH  |  WEDNESDAY, 3 AUG 2016
... financial decisions, but who are unlikely to invest time and money in a face-to-face consultation with a professional planner." Sadler said an important differentiator for Equip MyMoney was that it will allow members to pass an investment switch instruction ...

XPLAN named best app

KERRIE SYDEE  |  TUESDAY, 26 APR 2016
... industries," said Webster. "Platformplus's use of peer comparison process is an innovative approach to ongoing professional planner development." The report highlighted adviser efficiency as a key driver of planning technology development, with a growing ...

Professional planners don't accept commissions: FPA

ALEX DUNNIN  |  WEDNESDAY, 19 MAR 2014
Professional financial planners do not accept commissions because the conflicts of interest commissions create cannot be managed, says Matthew Rowe, chair of the Financial Planning Association. "We don't believe that a commission should be payable on ...

Clarity needed for FOFA opt-in exemption

RACHEL DAVIS  |  FRIDAY, 4 MAY 2012
The recent announcement that financial planners operating under codes of conduct approved by ASIC will be exempt from opt-in requirements has created further confusion in an already uncertain environment, according to Minter Ellison. Advisers who choose ...

ASIC launches consumer guide about planners

... arm people with the right questions and expectations to ask of a financial planner or adviser. "Finding a professional planner who suits your needs will help you feel more in control of your finances and more confident about achieving your financial ...
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