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Financial Planning

Infocus to grow NSW base

ELISE BURGESS  |  TUESDAY, 15 FEB 2011
Dealer group Infocus Money Management is to build out its financial planning network from 75 advisory groups to 200 nationally while focusing on its existing planners through its second phase workshop program.

Bendigo wealth mgmt posts $23m profit

MATT WOODINGTON  |  MONDAY, 14 FEB 2011
Bendigo & Adelaide's wealth management division accounted for 14 per cent of the bank's total profit after tax of $173.9 million in the half year to December, according to results released this morning.

AFA Foundation and Future2 raise funds

ELISE BURGESS  |  FRIDAY, 11 FEB 2011
Two financial planning foundations have joined forces for the first time to donate $10,000 to the Friedrich Ataxia Research Association (FARA).

ASIC retains key role as fin planning regulator: Shorten

ELISE BURGESS  |  FRIDAY, 11 FEB 2011
The Australian Securities and Investments Commission (ASIC) will retain its role as sole regulator for the financial planning industry but will work with the Tax Practitioners Board (TPB) to maintain standards in tax advice.

AFA promotes Make A Plan

ELISE BURGESS  |  THURSDAY, 10 FEB 2011
The Association of Financial Advisers gives its younger adviser network an update on the association's initiatives, including the Make A Plan campaign, at the GenXt Roadshow in Sydney yesterday.

Henderson Maxwell launches DIY planning guide

ELISE BURGESS  |  THURSDAY, 10 FEB 2011
Sam Henderson, chief executive and senior financial planner with Henderson Maxwell, has launched a DIY financial planning book designed to reach those who don't have a financial planner and bring more credit to the industry which he said has received ...

Bank lends aid to fin planning businesses

MATT WOODINGTON  |  WEDNESDAY, 9 FEB 2011
St.George Bank and other lenders are looking to plug the funding gap in the financial planning industry left by its rivals that have withdrawn from the market.

Former Astarra investment manager pleads guilty

ELISE BURGESS  |  MONDAY, 7 FEB 2011
Former director of investment manager Astarra Asset Management (AAM), Shawn Richard, pleaded guilty to two counts of dishonest conduct in the Supreme Court of NSW on Friday.

NAB FP to increase planner nums 20 pc

ELISE BURGESS  |  THURSDAY, 3 FEB 2011
NAB Financial Planning (NAB FP) is set to add 100 financial planners by September as it builds out its business focus to target small and emerging business customers.

ASIC strikes $67.45m in Westpoint settlement

MATT WOODINGTON  |  WEDNESDAY, 2 FEB 2011
The Australian Securities and Investments Commission (ASIC) has reached a settlement agreement, handing investors in the Westpoint Group an additional $67.45 million in compensation.