FINANCIAL PLANNER

Financial planning

Dominic Alafaci has won the 2000 Money Management Financial Planner of the Year award after coming runner up for two years in succession. John Wilkinson asks Alafaci the ...

Financial planning

It is no coincidence that the new Financial Planning Association chairman is also one of Australia’s top planners. Nicole Szollos explores the new directions John Hewison...

Financial planning

Dominic Alafaci has become the third Melbourne-based financial planner in a row to win the Money Management Financial Planner of the Year....

Financial planning

As a teenager, John Wotherspoon was uncertain about which career path to follow. After being taken by his father to seek the guidance of a career’s adviser, Wotherspoon w...

Financial planning

It is now four years since George Flack won the Money Management Financial Planner of the Year. Jason Spits caught up with the high profile planner in a brief reprieve fr...

Financial planning

The four finalists in this years Money Management’s Financial Planner of the Year award feature some of the profession’s most respected members....

Financial planning

Prominent industry figure Anthony Starkins dropped a bombshell on the financial planning industry earlier this month when he called on the Government to outlaw commission...

Financial planning

Lump sum or pension reasonable benefit limit? Scarcity or abundance? What do you recommend to your clients in relation to superannuation? Grant Abbott puts it to the test...

Financial planning

Former FPA chairman Wes McMaster has become the first financial planner in Australia to be anointed a professor....

Financial planning

Superannuation consultant Industry Funds Services (IFS) has bolstered its financial planning network with the addition of three planners....

Financial planning

For obvious reasons, a great deal of emphasis is placed today on the need for sound planning and a disciplined commitment to achieve that mystical goal of financial indep...

Financial planning

It’s like a ticking time bomb sitting beneath the financial planning industry. Tax legislation aimed at snaring IT and construction contractors has unintentionally caught...

Financial planning

While the explosion of information has led to more savvy clients, the role of the adviser is still crucial. Kate Kachor finds that education is about information, present...

Financial planning

Zurich Financial Services has added an interactive e-mail component to its web site but has stated it will not use the service to provide advice or sell products....

Financial planning

As women move out of the kitchen and into the boardroom, they’re becoming increasingly savvy about investment. Kate Kachor asked four industry gurus if women need specia...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

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The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

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A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

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The difference between a Record of Advice and Statement of Advice is the crux of the FSCP’s latest determination against a relevant provider. ...

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