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Financial Planning

CBA receives 4200 requests for advice review

JAMES FERNYHOUGH  |  MONDAY, 13 OCT 2014
Approximately 4,200 customers of Commonwealth Financial Planning (CFP) and Financial Wisdom have applied to have advice they received reviewed by the Commonwealth Bank's (CBA's) Open Advice Review program.

Matrix shareholders approve ClearView acquisition

MARK SMITH  |  MONDAY, 13 OCT 2014
ClearView Wealth has received 100% approval from Matrix shareholders for its acquisition of the planning group.

AFA presents Excellence in Education award

ALICE URIBE  |  MONDAY, 13 OCT 2014
Peter O'Callaghan of MSI Taylor Wealth Management has won the 2014 AFA Excellence in Education Award, presented at the AFA 2014 National Adviser Conference in Cairns today.

AFA announces new directors

LAURA MILLAN  |  SUNDAY, 12 OCT 2014
The AFA approved a new board of directors during the annual general meeting yesterday and announced that current AFA national president Michael Nowak will hand over to former AFA treasurer Deborah Kent.

Remove adviser double tax: AFA

LAURA MILLAN  |  SUNDAY, 12 OCT 2014
Self-employed financial advisers licensed through a dealer group risk being taxed twice under the current state payroll tax, the Association of Financial Advisers (AFA) told delegates at its annual conference in Cairns.

AFA presents renewed strategy and Narrative

LAURA MILLAN  |  SUNDAY, 12 OCT 2014
AFA chief executive Brad Fox set the scene for this year's Conference in Cairns unveiling the 'AFA Narrative', a redesigned strategy built around the concepts of market health, advice culture, regulation, public perceptions and advice factors.

AFA names 10th Rising Star Award winner

ALICE URIBE  |  SUNDAY, 12 OCT 2014
Benjamin Budge of My Wealth Solutions has been named the 2014 AFA Rising Star of the Year at the AFA National Adviser Conference in Cairns.

Upfront commissions linked to bad advice

JAMES FERNYHOUGH  |  FRIDAY, 10 OCT 2014
Advisers remunerated solely through upfront commissions appear to be statistically more likely to provide non-compliant advice, according to the Australian Securities and Investments Commission (ASIC).

AMP University Challenge winners revealed

JAMES FERNYHOUGH  |  FRIDAY, 10 OCT 2014
A team from Griffith University in Queensland has won the AMP University Challenge, a national financial planning competition for university students who want to find out more about being a financial planner.

Enter AFA's best tweet competition

ALICE URIBE  |  FRIDAY, 10 OCT 2014
The Association of Financial Advisers (AFA) is putting social front and centre at the AFA 2014 National Adviser Conference with a competition for "best" tweeters.