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FINANCIAL PLANNER
People & Products
Three financial advisers, including a former chair of the Financial Planning Association of Australia, have been awarded a Medal of the Order of Australia in this year’s ...
Financial planning
A former financial planner who has previously been subject to reports of gambling stolen money has been arrested by police after allegedly defrauding multiple clients of ...
Financial planning
Rahul Goel of AR Wealth and Finance in Western Australia has also been charged with three counts of false certification of documents....
Financial planning
Financial advisers can comfortably continue to provide clients with assistance around life insurance claims handling thanks to greater regulatory clarity provided by the ...
Financial planning
The answer to running a not-for-profit planning business is to establish it within an industry superannuation, according to evidence given to a key parliamentary committe...
Financial planning
The Financial Planning Association has found itself in accord with industry funds in suggesting that early access to superannuation should be a last resort and something ...
Policy & Regulation
The Government’s decision to scrap industry-run Code Monitoring Authorities will save the major planner bodies millions in set-up and running costs....
Features
Mike Taylor writes that scores of financial advisers will be left looking for new licensees in the wake of this month’s announcements by the Commonwealth Bank and AMP Li...
People & Products
Profile Financial Services has appointed a senior financial planner to its Parramatta office. ...
Awards
Felicity Cooper, from Cooper Wealth Management, has been crowned this year’s Financial Planner of the Year at Money Management’s Women in Financial Services Awards....
Editorial
The Royal Commission has revealed the degree to which key industry players have sought to cling to pre-Future of Financial Advice remuneration structures and how such str...
Policy & Regulation
Industry superannuation fund body, the Australian Institute of Superannuation Trustees, has told the Australian Financial Complaints Authority that super fund monies shou...
Financial planning
The Financial Adviser Standards and Ethics Authority has released proposed guidance on the Financial Adviser Examination that is flagged to form a compulsory part of its ...
People & Products
Liam Shorte, a SMSF specialist adviser and financial planner from Verante Financial Planning, has been appointed to the SMSF Association board. ...
Financial planning
Financial planners in the retirement space are most concerned about mitigating longevity and market risks, with less concern being expressed over regulatory uncertainty t...
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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...