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

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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

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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

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Too good to be true?

dealer-group/advisers/adviser/dealer-groups/director/

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

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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

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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

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On the hunt for quality

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

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

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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

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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

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SA winner: Georgia Mavriodis

financial-services-reform/financial-adviser/financial-services-sector/financial-planning/

| By Staff |

One doesn’t often hear of financial services professions giving Financial Services Reform a ringing endorsement,

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