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FINANCIAL PLANNER
Financial planning
For a man who has just been named Money Management Financial Planner of the Year, John Wotherspoon is trying awfully hard to try and make himself redundant. But then Woth...
Financial planning
Working as an engineer in South Africa, Peter Kirk knew there was something more for him. 15 years later Kirk has made the cut as a Money Management Financial Planner of ...
Financial planning
Adelaide-based financial planner John Wotherspoon has beat out a host of other high profile advisers to win this year’s Money Management Financial Planner of the Year awa...
Financial planning
Kerry John Burke has become the second financial planner in little more than a year to be sentenced with a 10 year jail term for misuse of client funds, according to the ...
Financial planning
The Howard Government has been urged to reconsider the state of retirement savings after being returned for a third term in office at the weekend’s election....
Financial planning
The issue of planner renumeration is one which has been at the centre of debate for quite some time. Most planners with some time in the industry will be aware that the s...
Financial planning
There is a future role for advisers specialising in risk products as many financial planners do not sell risk products, this creates opportunities for risk advisers to be...
Financial planning
The investment watchdog will not stand in the way of any financial planning group or master trust operator who charges fund managers a fee to appear on their recommended ...
Financial planning
Fund managers worried that consumer pressure will force a squeeze on margins can breath a sigh of relief over a survey commissioned by the Investment and Financial Servic...
Accounting
Cutting joint venture deals with financial planners is the best option available for accountants wanting a slice of the action in the financial advice game...
Financial planning
Succession planning should start the day a planner opens the doors for business, says Garvan Financial Planning general manger Greg Miller....
Financial planning
In my last article I discussed the role of the financial planner and how the Financial Services Reform Bill (FSRB) does not equate advice with financial planning....
Financial planning
Discipline is a word that Deborah Kent is familiar with in both work and play. ...
Financial planning
Critical mass and a penchant for specialisation has propelled Trinity Financial Services forward as this North Queensland practice sets its sights on the road ahead. Nico...
Financial planning
The debate over fees and commissions is as old as financial planning itself. Tom Collins asks whether we are arguing over definitions....
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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...