Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 521 results for %22Insurance Planner%22

ASIC, APRA slam premium hikes

KARREN VERGARA  |  FRIDAY, 15 DEC 2023
... they said. Radar Results chief executive John Birt is astounded at such brazen practices. "... I understand most insurance companies regularly increase base rates. You have to wonder why: price gauging or just because they can," he said. "If the policy ...

Adviser with Investport links sees ban affirmed

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... cost-effective than an alternative option. One such client had financial difficulties, with not enough in the SMSF to cover insurance payments, while facing a potential default on their home loan. The Administrative Appeals Tribunal affirmed that Anderson ...

Former adviser convicted over false documents

CHLOE WALKER  |  THURSDAY, 30 NOV 2023
... Planning between January 2004 to December 2014, was found to have falsified information when providing superannuation and insurance advice. Specifically, he intentionally failed to disclose all relevant information relating to the personal circumstances ...

ReCALIbrate grant winners announced

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... Association Australia (FAAA) Congress in Adelaide. Each ReCALIbrate recipient will also be paired with a senior female life insurance industry leader and can have two in-person or virtual meetings. The purpose of these meetings will be to provide a forum ...

Morningstar manager selection services lead exits

KARREN VERGARA  |  FRIDAY, 29 SEP 2023
... of research for the next 11 years before joining Morningstar. At CBA, Ramrakha was responsible for the investment and insurance research function within the wealth management advice business. Ramrakha is also a member of the ASX-listed Future Generation ...

Priority Advisory Group, Wise Planners merge

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... Sydney's north shore, the newly merged firm will have four divisions: personal and family wealth, aged care, life risk insurance, and workplace financial advice. The two practices are authorised representatives of Fortnum Private Wealth. Wise Planners ...

FSCP issues slap on the wrist to adviser

KARREN VERGARA  |  FRIDAY, 11 AUG 2023
... Panel reprimanded a financial adviser who inadequately assessed the consequences of rolling over superannuation and life insurance cover, labelled the panel's least serious disciplinary action yet. Keeping the adviser's identity anonymous, the ...

Allianz Retire+ makes key appointments

ANDREW MCKEAN  |  MONDAY, 19 JUN 2023
... relationship manager is Robert Coulter, previously head of clients, APAC at Ignition Advice. Allianz Australia Life Insurance chief executive Adrian Stewart said: "Robert brings over two decades of experience working with financial planners and dealer ...

Zurich, InterPrac, Sequoia back pro-bono advice

CASSANDRA BALDINI  |  WEDNESDAY, 31 MAY 2023
... work with the not-for-profit to assist individuals suffering from serious illness or disability. Zurich said its life insurance advice business will work with PFAN to help Australians access personal insurance advice and insurance claims assistance. ...

Adviser PI premiums up 40%: APRA

JAMIE WILLIAMSON  |  THURSDAY, 11 MAY 2023
The cost of professional indemnity insurance increased at least 40% for financial advisers since 2015, a new report from APRA shows. Reviewing claims trends and affordability of public liability and professional indemnity insurance in Australia, the ...
PREVIOUS
NEXT