Ross Kelly

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Financial planning

8 December 2004

By George: Flack named planner of the year

Bendigo-based financial planner George Flack has risen above a range of other high profile candidates to win the Money Management Financial Planner of the Year award for ...

Financial planning

28 November 2004

Plugging into the power of platforms

So you thought platforms were a steady business? Not on your life. It has been a year of movers and shakers, writes Ross Kelly....

Financial planning

28 November 2004

Count scraps platform incentive

Independent dealer group Count Financial has announced it will scrap an incentive program that rewards its planners for placing funds into preferred platforms, even thoug...

Financial planning

17 November 2004

Risk market to mimic platform industry

Trends in the risk market are set to mirror recent developments in the platform market through the introduction of a wider range of simpler products over coming years to ...

Financial planning

11 November 2004

Regulator beefed up for monitoring role

Australia’s prudential regulator is in a stronger position to monitor the banking, general insurance and superannuation industries thanks to receiving a significant boost...

Financial planning

7 November 2004

AFA cracks down as it ponders merger

The Association of Financial Advisers has hinted at a possible collective merger with other industry associations at its annual conference in Launceston, while also annou...

Financial planning

21 October 2004

Advisers enter at their own risk

Risk advisers can benefit from using research. But as Ross Kelly discovers, that’s not where the story ends....

Financial planning

21 October 2004

Turning on the TAPs

Financial planners are about to test the waters with term allocated pensions. Ross Kelly reports....

Financial planning

21 October 2004

Avoiding TAP traps

Term allocated pensions may be the new kid on the block, but advisers should be wary of potential pitfalls, writes Ross Kelly....

Financial planning

7 October 2004

ASIC gets tough on licensing

Financial planners who do not hold an Australian Financial Services Licence will be hit with heavy fines and may even face imprisonment if they are caught out in a new Au...