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

Super home buyer scheme fails to move the needle

ANDREW MCKEAN  |  WEDNESDAY, 18 MAY 2022
... a compelling proposition, but concrete analysis has revealed that at best it's only a marginal measure. The Financial Planning Association of Australia (FPA) has applauded both major parties for recognising that housing affordability is a major issue ...

Former adviser sentenced over dishonesty

JAMIE WILLIAMSON  |  TUESDAY, 17 MAY 2022
... conduct occurred between August and October 2017. At the time, he was an authorised representative of Libertas Financial Planning. Nesseim was accused of providing three forged wholesale client certificates to ASIC "in an attempt to influence and ASIC ...

Fidelity appoints sales manager

JAMIE WILLIAMSON  |  TUESDAY, 17 MAY 2022
... financial advice community," Glazier said. "This experience and knowledge, along with his solid relationships with financial planning groups, make him a great fit for our team."

Millennials want financial advice: Natixis IM

CHLOE WALKER  |  THURSDAY, 5 MAY 2022
... frivolous spending over saving. "Millennials have high expectations, but they also are proactive when it comes to financial planning and are no longer the young twenty-somethings they're often thought to be," he said.

FPA names new chair

JAMIE WILLIAMSON  |  TUESDAY, 26 APR 2022
The Financial Planning Association of Australia will welcome a new chair next month as Marisa Broome's term comes to an end. The result of a long-term succession plan, current deputy chair David Sharpe will take over as chair on May 1, based in Perth. ...

Former ClearView executive in new role

CHLOE WALKER  |  WEDNESDAY, 13 APR 2022
... commitment to new and existing practices within the Lifespan community. "Tony has a wealth of experience in the financial planning space, and in growing and managing self-licensee businesses," Ardino said. "We are very pleased to have someone of his ...

3000 advisers left industry last year

ELIZABETH MCARTHUR  |  WEDNESDAY, 13 APR 2022
... entrants into the sector in the year to March end doubled from 84 at end 2021 to 156 at end March 2022. AMP Financial Planning is the largest advice licensee with 588 financial advisers, ahead of second place Morgans Financial with 452 and Synchron with ...

28% of super products rated AAA

ELIZABETH MCARTHUR  |  THURSDAY, 7 APR 2022
... and complaints resolution process as well as communications with members and effectiveness of administration. Financial planning and advice services and loyalty programs which may provide a value add to members are also considered in the assessment. ...

Tax Practitioners Board adds two new members

ANDREW MCKEAN  |  WEDNESDAY, 6 APR 2022
... communities. He has been a board member of the Gaming and Wagering Commission of WA and director of Dobson Financial Planning. The chair of the TPB, Ian Klug, welcomed and congratulated the two new members. "These appointments will ensure that the TPB ...

Border rule-breaking former adviser banned

JAMIE WILLIAMSON  |  TUESDAY, 5 APR 2022
... Northern Territory using false documents. Police acted on an anonymous tip-off. Less than a month later, Capstone Financial Planning - his licensee - revoked his authorisation after he was convicted of failing to comply with a direction under the Emergency ...
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