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Showing 1 - 10 of 100+ results for "financial advice"

Mercer superannuation executive resigns

KARREN VERGARA  |  FRIDAY, 17 SEP 2021
... superannuation services at Mercer, a role she held for less than a year. In her early years at Mercer, she was a financial advice leader and went on to become a partner and lead for different units like the innovation hub, administration services, and ...

Former super fund chief defends tenure

JAMIE WILLIAMSON  |  THURSDAY, 16 SEP 2021
... his time, the fund's members have seen significant cost reductions, improved services and greater access to financial advice. "During my tenure, the NSW government began to privatise the state's public electricity assets. The pensions which members ...

GSFM bolsters team

ANNABELLE DICKSON  |  THURSDAY, 16 SEP 2021
... "During a career of more than 13 years in Australia and the United States, Joshua has specialised in communicating financial advice to both clients and advisers, along with distributing financial products," McIntyre said. "He has worked with a range ...

Advisers embrace technology, lack budget

KARREN VERGARA  |  WEDNESDAY, 15 SEP 2021
... self-service tools," the report said. Advice firms used 14 applications on average, covering client engagement, financial advice and the workflow and processes. However, advisers are not spending more on technology. Other technology-related support advisers ...

Criminal charges in property investor collapse

ELIZABETH MCARTHUR  |  MONDAY, 13 SEP 2021
... companies in 2016 and 2017. The property investment companies were operated from the Gold Coast and allegedly offered financial advice to retail investors. In 2016, the companies were placed into liquidation with $26 million owing to the Australian Tax ...

ClearView kicks off strategic review

KANIKA SOOD  |  FRIDAY, 3 SEP 2021
... financial adviser and Gilbert + Tobin as its legal adviser for the review. The firm's three business units are financial advice, wealth management and life insurance. The review, which hints at asset sales, was announced just a week after CVW sold its ...

NAB partners with life insurance, advice provider

ANNABELLE DICKSON  |  FRIDAY, 3 SEP 2021
... and its lending subsidiary, Kooyong Group. Avant Mutual provides medical indemnity insurance, life insurance, financial advice and travel insurance. NAB plans to white label Medfin products provided by Kooyong Group to Avant's 78,000 members. "Our business ...

FS Power50: Last day to vote

KARREN VERGARA  |  FRIDAY, 3 SEP 2021
... 'influential' as individuals who have been continue to be inspirational and instrumental in shaping the future of the financial advice industry and make a meaningful difference in their clients' financial wellbeing. Such advisers actively participate ...

Advice group adds to leadership

JAMIE WILLIAMSON  |  THURSDAY, 2 SEP 2021
... financial advisers and accountants to create positive industry change. Our shared goal is to solidify the position of financial advice as a recognised and respected profession that delivers tangible results for its clients," he said. "As head of GPS ...

FASEA exam pass rate drops

KARREN VERGARA  |  WEDNESDAY, 1 SEP 2021
... meet the education standard. It also approved following bridging courses offered by Victoria University: BAO7008 Financial Advice, Corporations and Commercial Law; BAO7005 Professionalism and Ethics: and BAO7007 Behavioural Finance for Financial Advi ...
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