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Financial planning
The nomination process for the 2006 Money Management Financial Planner of the Year award has now begun....
Accounting
A survey conducted by the Bank of New Zealand Australia has revealed that business people running small to medium-sized enterprises most value advice from accountants and...
Financial planning
A Townsville financial adviser has been banned for two years by the Australian Securities and Investments Commission after being reported by his employer, RetireInvest....
Financial planning
AMP Financial Planning has given the Australian Securities and Investments Commission an enforceable undertaking relating to the provision of superannuation switching adv...
Financial planning
The Parliamentary Secretary to the Treasurer, Chris Pearce, has indicated the Government will not intervene with prescriptive legislation as to whether fee or commission ...
Financial planning
ASIC has proactively followed up the main findings of its shadow shopping survey regarding superannuation choice with some suggestions for licensees on how to address the...
Financial planning
Financial planners have received another bad rap from the corporate regulator, with its latest shadow shopping report concluding that close to one in five advisers gave u...
Financial planning
A report into the Financial Services Reform Act (FSRA) commissioned by major accountancy body CPA Australia has suggested that advice provided by real estate agents and p...
Financial planning
Just a few minutes ago, I finished speaking by phone with the son of a long-standing client. Our client’s son is 23 years of age and is in his first job, having completed...
Financial planning
Haintz Financial Services managing director and senior financial adviser David Haintz is a good example of the power of persistence. Highly commended for the Financial Pl...
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So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...