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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...
Financial planning
Following today’s implementation of amendments to the Financial Services Reform Act (FSRA), advisers are no longer bound to issue a Statement of Advice to existing client...
Financial planning
When Australian Private Capital’s principal decided a shake-up was in order, all the pieces of the puzzle had to fall into place. John Wilkinson reports....
Financial planning
There is a great deal of focus on the Australian Securities and Investments Commission’s (ASIC) requirements in regards to statements of advice (SOAs). Complying with the...
Financial planning
With conflicts of interest in the spotlight, receiving payment for services is no simple matter. Zoe Fielding asked Financial Planning Association director Sarah Brennan ...
Financial planning
Snowball Financial has paid $5 million to make two major acquisitions, giving the listed financial planning business exclusive access to 196,000 credit union members with...
Financial planning
Melbourne dealer group Lonsdale Financial Group has proved that Statements of Advice (SOA) do not need to be long and complex, reducing their disclosure documents to just...
Financial planning
There is a degree of confusion by some practitioners in the financial planning and accountancy fields as to the ability of an accountant to give advice to a client of the...
Financial planning
The recent ruling by the Australian Taxation Office allowing financial planners to give tax advice has blurred the roles of accountants and advisers even further. In the ...
People & Products
The Federal Government has named Watson Wyatt as the asset consultant to assist in developing the investment mandates for the Future Fund....
Financial planning
Count Financial has reported a 36 per cent increase in funds under advice for 2004-05, despite a small reduction in its number of franchisees....
Editorial
Australia’s second largest independent dealer group, Count Financial, has upgraded its profit guidance on the back of what it has described as continued strong growth in ...
Financial planning
Capstone Financial Planning has targeted New South Wales as the next stage in its growth plans with the dealer group now holding more than $1 billion of funds under advic...
Financial planning
When consultant Pauline Vamos received a copy of the Australian Securities and Investments Commission’s Financial Services Reform Policy Statement 181, she was as much in...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...