financial planning business

Financial planning

Trio come together for some bridge building

High profile financial planner Garry Avis has joined up with well-known superannuation consultant Robert MC Brown and Darryl Pike to set up Bridgeport Advisers & Asset Ma...

Financial planning

FPA chair-elect Griffin builds on his reputation

Respected financial planner Ray Griffin has been named as the next chairman of the Financial Planning Association....

Financial planning

Don't forget your own neesd

While financial planners are flat out this time of the year helping their clients, they shouldn't ignore their own end of year financial and business affairs. At least th...

Financial planning

CIS lands biggest single client account, by George

Victorian-based financial planning firm CIS Financial Services has landed its biggest single client account following Asgard's recent successful tender to provide its ser...

Financial planning

Planning for your $uccess

Making your first million in the financial planning business can be as much about business acumen as it can be about financial planning. Rob Luke found that what separate...

Financial planning

Alafaci gets an offer too good to refuse

Dominic Alafaci has departed HSBC to form a financial planning business with one of the pre-eminent names in Melbourne stock broking, EL&C Baillieu. ...

Financial planning

Super stars of planning: exploiting the art of selling yourself

A high profile can open many doors for financial planners in terms of quality client leads, retaining clients and building a better business. But as Julia Newbould found ...

Financial planning

Smart planners ride on a corporate super wave

Party politics may be holding up member choice superannuation legislation, but it has not stopped a number of companies outsourcing their corporate superannuation account...