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Showing 1 - 10 of 260 results for %22Charter Financial Planning%22

FAAA calls on ATO to provide clarity over advice fees

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
The Financial Advice Association Australia (FAAA) has called on the Australian Taxation Office (ATO) to build upon the progress it made in its public release of revised tax deductibility guidance in December 2023. The FAAA said the ATO should further ...

Adviser numbers stable at 15,650

KARREN VERGARA  |  MONDAY, 15 JAN 2024
... Interprac Financial Planning had 331 employed advisers. Count Financial (310), Alliance Wealth (302), Charter Financial Planning (300), Consultum Financial Advisers (295), Lifespan Financial Planning (278), Ord Minnett (258), and Synchron Advice (257) ...

CFA final exam pass rate declines

CHLOE WALKER  |  THURSDAY, 26 OCT 2023
... skills." Successful Level III candidates may now be eligible to convert their exam success to become holders of the CFA charter. Carroll said that being a CFA charterholder can help professionals move ahead of their peers with professional education ...

Vale Tony Bongiorno

KARREN VERGARA  |  TUESDAY, 10 OCT 2023
Tony Bongiorno, a veteran of the financial advice industry and founding partner of the Bongiorno Group, passed away on October 6. Bongiorno helped establish the Melbourne-based group, which specialises in providing financial advice to medical professionals ...

Advisers' experience stands at 14.5 years

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2023
... pool in FY23. The number of registered advisers dropped from 16,415 to 15,708, with AMP Financial Planning, Synchron, and Charter farewelling the largest number of advisers. Assistant treasurer Stephen Jones flagged that he plans to bolster the waning ...

FY23 farewells 700 advisers

KARREN VERGARA  |  FRIDAY, 14 JUL 2023
... at 268. Before it was acquired by WT Financial Group, Synchron had 422 advisers at the end of 2021. Charter Financial Planning had 306 advisers, down 56 from 362 in FY22. Morgans Financial is the second-largest dealer group, ending FY23 with 422 advisers ...

Large AFSLs lead advice complaints: AFCA

KARREN VERGARA  |  THURSDAY, 22 JUN 2023
... 22 out of the total 81 complaints are deemed to be resolved. Commonwealth Financial Planning (53), Charter Financial Planning (43), Bridges Financial Services (18), Financial Wisdom (16), Securitor Financial Group (15), Interprac Financial Planning (11) ...

NALI measure receives mixed response

JAMIE WILLIAMSON  |  WEDNESDAY, 10 MAY 2023
... NALI for both general and specific expenses, while expenditure that occurred prior to 2018/19 will also be exempted. Financial Advice Association Australia chief executive Sarah Abood described the measure as "a little surprising." "Limiting the income ...

Former adviser jailed for six years

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2023
... the ASIC Financial Adviser Register. He was also previously licensed by Genesys Wealth Advisers and Charter Financial Planning.

Victim access to super should be extended: Associations

JAMIE WILLIAMSON  |  TUESDAY, 21 FEB 2023
... associations say. In a joint submission to Treasury, Chartered Accountants Australia and New Zealand, CPA Australia, the Financial Planning Association of Australia, the Institute of Public Accountants and the SMSF Association have said they support ...
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