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Financial Planning

Vow Financial opens second Sydney office

CLAIRE MCGREAL  |  WEDNESDAY, 26 OCT 2011
Mortgage aggregator Vow Financial has opened a new wealth management office in Parramatta following its recent move into the wealth management space.

Niche and insto licensees to rule by 2020

ELISE BURGESS  |  TUESDAY, 25 OCT 2011
Medium-sized financial planning licensees will be the first to fall by the wayside as the sector restructures over the coming decade, according to a panel of advice experts speaking at the AFA national conference.

Unlocking the door to adviser education

RACHEL DAVIS  |  TUESDAY, 25 OCT 2011
Jordan Hawke, executive general manager of Asteron announced the winner of the AFA Excellence in Education Award yesterday and said he was "blown away" by the calibre of nominees and how they transferred their educational skill sets to their communities.

Leenane Templeton Chartered Accountants adds financial planning

ALEX DUNNIN  |  MONDAY, 24 OCT 2011
Leenane Templeton Chartered Accountants has launched a financial planning and advisory services division under the new brand Leenane Templeton Wealth Management.

FOFA reforms are a soft landing

RACHEL DAVIS  |  MONDAY, 24 OCT 2011
Bernie Ripoll MP told AFA conference delegates that the future of financial advice reforms represent a balance between the interests of major stakeholders and the middle ground.

Industry panel turns up FOFA heat

RACHEL DAVIS  |  MONDAY, 24 OCT 2011
The 'future is in your hands' industry panel participants treated day one of the 2011 AFA conference to a lively debate over the architecture of the future of financial advice reforms, the regulatory separation of superannuation from the rest of the ...

AMP University Challenge winner named

ELISE BURGESS  |  THURSDAY, 20 OCT 2011
AMP's first University Challenge has named Michelle Walker, a bachelor of business student from La Trobe University, its 2011 winner.

International planning expert urges advisers to voice FOFA concerns

CLAIRE MCGREAL  |  WEDNESDAY, 19 OCT 2011
Financial advisers are struggling to find time to meet with potential customers due to mounting compliance paperwork they have to complete as part of FOFA reforms.

Matrix adds new member firm

RACHEL DAVIS  |  WEDNESDAY, 19 OCT 2011
Matrix Planning Solutions has added Sydney based Macquarie Partners Financial Advisory to its existing network of member firms.

Matrix alerts AustralianSuper of plans to sell

MATT WOODINGTON  |  TUESDAY, 18 OCT 2011
Matrix Financial Solutions is looking for an investor to acquire 100% of the planning business to help implement new strategic ideas in a post FOFA environment.