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Financial Planning

AZ NGA buys stake in Melbourne advice firm

CHLOE WALKER  |  MONDAY, 6 FEB 2023
AZ Next Generation Advisory (AZ NGA) has expanded its Victorian footprint, partnering with accounting and advice firm McLean Delmo Bentleys.

More DASS complainants flock to AFCA

KARREN VERGARA  |  MONDAY, 6 FEB 2023
The number of Dixon Advisory and Superannuation Services complainants continues to grow as more former clients have come forward to the financial complaints body for potential compensation.

Former association leads push for merger

JAMIE WILLIAMSON  |  FRIDAY, 3 FEB 2023
In an open letter to their respective members, former chief executives, chairs and presidents of the Association of Financial Advisers and the Financial Planning Association of Australia have unanimously recommended the merger go ahead.

Associations call for improved access to financial advice

ANDREW MCKEAN  |  FRIDAY, 3 FEB 2023
The Joint Association Working Group (JAWG) has urged the government to improve access to financial advice through the Quality of Advice Review (QAR) proposals.

Adviser sentenced over accessing client accounts

CHLOE WALKER  |  FRIDAY, 3 FEB 2023
Former financial adviser John Wertheimer has been convicted and sentenced for making unauthorised client transactions on the Netwealth platform.

All financial advice should be tax deductible: FPA

CASSANDRA BALDINI  |  FRIDAY, 3 FEB 2023
The Financial Planning Association of Australia (FPA) is calling for the government to provide tax-deductible status to all financial advice, no matter the stage.

FPA, SMSFA launch specialist pathway

CHLOE WALKER  |  THURSDAY, 2 FEB 2023
The associations have combined to offer CFPs an express pathway for completing the SMSF Specialist Advisor designation.

Regulation should be balanced: Levy

ANDREW MCKEAN  |  WEDNESDAY, 1 FEB 2023
Financial advisers need a balanced regulatory framework, says Michelle Levy, lead of the government's Quality of Advice Review (QAR).

AFA, FPA plan joint roadshow

CHLOE WALKER  |  WEDNESDAY, 1 FEB 2023
Irrespective of the outcome of the upcoming merger vote, the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) will host a combined roadshow event across the country this year.

Skill shortage to continue to cost Aussie companies

CASSANDRA BALDINI  |  MONDAY, 30 JAN 2023
Australian companies will continue to suffer at the hands of the skill shortage crisis in 2023, with 70% of employers stating the lack of talent will cost them.