Generous spirit sees Havers shine

commonwealth bank trustee

| By Nicholas |
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Pro Bono: Award: Kathy Havers, Catalyst FG 

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Press is super woman of the year

executive general manager money management mercer trustee

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Superannuation Executive of the Year: Danielle Press, Equip Super

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Christian spirit motivates Willems

chief executive

| By Nicholas |
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Mentor of the Year: Sue Willems, Australian Catholic Superannuation

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Partner philosophy underscores Gopal’s victory

financial advice industry financial advisers ANZ

| By Staff |
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BDM of the Year 2014: Shivani Gopal, Asteron Life

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Slattery shines as Woman of the Year

self-managed superannuation funds smsf sector self-managed super funds SPAA SMSFs financial planner investment manager director

| By Staff |
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The founder and managing director of the SMSFs Professionals Association of Australia (SPAA),

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Family goals drive Barber’s success

financial planner financial services industry director money management cash flow

| By Staff |
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Financial Planner of the Year: Lisa Barber, Hillross-Aspire Wealth  

AUTHOR

Estimates of Top 100 planner ownership have wide and incorrect variations

financial planners australian financial services australian securities and investments commission financial planning groups money management commonwealth bank funds management financial services industry national australia bank

| By Jason |
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Wide variations in the number of financial planners reported to be operating in the industry has been a

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Still waters hide sea of change in Top 100 planner numbers

financial planning planners commonwealth financial planning financial planners money management amp financial planning genesys wealth advisers commonwealth bank

| By Jason |
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In the wake of recent industry-wide change financial planning numbers appear to have moved little, accor

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Handful of PI providers hold advice market

dealer group financial planning planners cent professional indemnity money management commonwealth bank westpac ANZ

| By Jason |
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Telstra Super has most valuable planners in non-retail super sphere

dealer group financial planning industry super funds advice financial planners financial planning groups

| By Jason |
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Telstra Super Financial Planning has the most valuable financial planners in the corporate and industry

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 1 week ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 1 week ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 2 weeks ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

3 weeks 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

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Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

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