Zoe Fielding

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Financial planning

02 Dec

Former directors banned and ordered to pay compensation

Two former directors of failed Sydney securities dealing company Australian Investors Forum (AIF) have been ordered to pay $3.6 million in compensation to AIF and related...

Financial planning

02 Dec

Asgard designs new look sales team

Asgard Wealth Solutions has redefined the roles of its business development team, is redesigning its distribution network along regional lines and may look to open four o...

Financial planning

01 Dec

Australia first to rate Chinese on SRI

Australian ratings agency, RepuTex, has become the first organisation to offer a benchmark for assessing the risks and corporate social responsibility of companies locate...

Financial planning

01 Dec

Fees negotiable on AMP packaged advice

AMP Financial Planning advisers will charge negotiable upfront fees of $200 to $700 for TurningPoint, while AdvicePlus Solutions’ price will be agreed with clients, accor...

Financial planning

30 Nov

Accountants call for tax deductible advice

The Institute of Chartered Accountants has called on the Federal Government to make some financial planning fees tax deductible and to address superannuation and business...

Funds management

29 Nov

Ascalon buys into residential property with Fortuna

St George-owned pooled development fund Ascalon Capital Managers has added Fortuna Funds Management to its stable of boutique funds managers, agreeing to purchase an equi...

Financial planning

28 Nov

Centric adopts PlanTech

Centric Wealth, the recently formed amalgamation of Berkley Group and Centrestone Wealth Advisers, has signed up to use software provider PlanTech Consulting Group for it...

Financial planning

25 Nov

Fees negotiable on AMP packaged advice

AMP advisers will charge negotiable upfront fees of $200 to $700 for the ‘TurningPoint experience’, while the price for AdvicePlus Solutions will be agreed with the clien...

Financial planning

23 Nov

NAB wrap quits New Zealand

National Australia Bank’s (NAB) wholly-owned subsidiary Ausmaq has pulled out of New Zealand following the loss of a $500 million mandate from sister company Bank of New ...

Financial planning

21 Nov

Patricia Curtin: Risk advice in action

Sound financial advice should account for both wealth creation and wealth protection measures, but many Australians who have a financial planner remain underinsured....