FINANCIAL PLANNERS

Financial planning

Committed Collingwood supporter and senior financial planner Julian Battistella began his career at the ANZ Bank at the tender age of 18....

Financial planning

David Haintz, Melbourne-based financial planner and managing director of Haintz Financial Services, has been named this year’s winner of the Money Management Financial Pl...

Financial planning

Clients of financial planners are investing more of their assets according to their planner’s recommendations, with 88 per cent rating the overall quality of the service ...

Financial planning

With new anti-money laundering legislation expected any day, Ernst & Young partner Rob Walsh has warned financial advisers that the Government will expect them to practic...

Financial planning

Ignore the wave of increasing community involvement at your own peril. These words of warning for financial planners came from Coca-Cola Amatil’s chair David Gonski, spea...

Financial planning

According to a Trowbridge Deloitte report released earlier this year, the potential market for reverse mortgage products in 2010 could be as much as $12-15 billion....

Financial planning

According to Sue Merriman, BT Financial Group’s head of technical, more advisers need to be aware of the importance of beneficiary nominations when creating estate plans ...

Financial planning

Defining and managing what the client and the financial planner expect from their business relationship is a key element in providing a successful advisory service accord...

Editorial

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Financial planning

A cultural mismatch has prompted Challenger Financial Services to sell-off its lower cost, lower service dealer group Synergy Advisory Services to ING, according to Genes...

Financial planning

The real story of financial planning recruitment this year is not that the prevailing skills shortage continues to broaden, but that there has been no corresponding rise ...

Financial planning

Insurance and financial planning group Australian Unity has lost close to half of its financial planners since May as a result of a major overhaul of its dealer group....

Financial planning

The unprecedented influence that the Financial Planning Association’s (FPA’s) chief executive Kerrie Kelly has had over the financial planning profession in the last 12 m...

Financial planning

Despite contributing almost half a million dollars to its new television advertising campaign, the FPA has posted an after-tax budget surplus of $1.187 million for the ye...

Financial planning

While most gatherings of financial planners and accountants feature a lot of grumbling about superannuation complexity and compliance, the business reality is that most n...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago