Telstra Super FP selects Coin
Coin Software has picked up a key mandate, having signed an agreement for the provision of software to Telstra Super Financial Planning.
Telstra Super Financial Planning is the sole provider to Australia’s largest corporate superannuation fund, Telstra Super.
Commenting on the arrangement with Coin, Telstra Super Financial Planning general manager Steve Grinter said the business had grown significantly over the past six years, requiring continual development and enhancement of its existing Statement of Advice document, in-house modelling tools and infrastructure.
“Coin will allow us to incorporate a number of individual facets and offer an all-round solution to our planners,” Grinter said.
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.