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Financial Planning

iFactFind launches

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
The new cloud-based fact-find solution that aims to provide a more dynamic financial advice process has launched.

FPA to manage $1.5m scholarship mandate

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
The federal minister for women has awarded the Financial Planning Association of Australia a mandate to deliver $1.5 million worth of scholarships.

Licensee to acquire Sentry Group

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
An ASX-listed financial services firm will acquire Sentry Group for $7 million and add 155 authorised representatives to its books.

Advisers win annual renew law relief

KARREN VERGARA  |  FRIDAY, 11 JUN 2021
The federal government will introduce a carve out to help financial advisers to meet their ongoing fee disclosure obligations.

Interprac grows advice network

KARREN VERGARA  |  THURSDAY, 10 JUN 2021
Interprac Securities is set to fully acquire two financial advice practices located in Melbourne and Hobart.

Count Financial adds two practices

KARREN VERGARA  |  WEDNESDAY, 9 JUN 2021
AMP and IOOF have each lost financial advice firms based in Adelaide to Count Financial.

ASIC bans adviser over $5m fraud

ELIZABETH MCARTHUR  |  TUESDAY, 8 JUN 2021
ASIC has permanently banned former Sentinel Wealth financial adviser Gavin Fineff, after he was charged with stealing $3.3 million from clients.

Former adviser hit with three-year ban

KARREN VERGARA  |  FRIDAY, 4 JUN 2021
A former financial adviser that failed to consider his clients' best interests copped a three-year ban from the regulator.

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
The number of authorised financial advisers has officially dipped to 19,922, declining about 11% compared to this time last year.

Research on education standards and morals launches

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
Research that is aiming to determine how formalising educational and ethics requirements impact the moral development of financial advisers is calling for participants.