Judging Panel

financial planning financial planning industry financial planning association financial planning practices financial adviser FPA

| By Staff |

Money Management would like to extend its warmest thanks to the members of this year’s judging panel.

AUTHOR

Learning to love industry regulation

financial services industry compliance mortgage SOA fund manager fund managers chief executive officer financial services reform financial planning association australian prudential regulation authority

| By Staff |
expand image

There is no single business, organisation or individual in the financial services industry that is not affected

AUTHOR

Finding the state winners

FPA australian unity

| By Staff |

In its sixth year, the Paraplanner of the Year Awards are again supported by Australian Unity, MoneyMa

AUTHOR

VIC/TAS winner: Samuel Clark

financial planning financial planner SMSFs certified financial planner investment advice financial adviser

| By Staff |

Describing himself as maths-orientated, Samuel Clark finds number crunching fun and rewarding, which is why he i

AUTHOR

Too good to be true?

dealer group advisers adviser dealer groups director

| By Staff |
expand image

Almost since financial planning began in Australia, advisers have been creating new dealer groups in the belief

AUTHOR

QLD winner: Chris Kelly

financial planning baby boomers

| By Staff |

Chris Kelly is aiming to progress from his current role as a paraplanner to a financial planning job shortly, a

AUTHOR

Perth winner: Brigitte Forbes

financial planner CFP financial planning financial planning industry certified financial planner financial planning association

| By Staff |

Paraplanning deserves recognition in its own right as a chosen profession rather than as a transition to becomin

AUTHOR

On the hunt for quality

financial planners financial planning recruitment insurance dealer groups director dealer group australian securities and investments commission

| By Staff |
expand image

In the recent round table discussion Money Management held with a number of senior representatives from f

AUTHOR

NSW winner: Tanya Crotty

property compliance financial services industry

| By Staff |

As an important part of the financial services industry, Tanya Crotty believes paraplanning is a dynamic and cha

AUTHOR

The other drought

planners FPA financial planners

| By Staff |

It’s unremarkable in itself that Cairns practice Menico Tuck failed in its one and only attempt to headhunt a pl

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 3 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 3 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 2 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 3 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 4 days ago