With a philosophy of ‘looking out for people’ borne from his West Australian country upbringing, Lawrie O’Neill provides holistic lifestyle-based financial advice....

For the second year in a row David Haintz has been ‘highly commended’ for the Financial Planner of the Year award and it comes as no surprise to those who know him....

All eyes and ears will be on Kathryn Greiner as she takes over the chairmanship of the FPA at the association’s annual convention. But as REBECCA EVANS reports, she’s rea...

Queensland’s largest private sector superannuation fund, the $5 billion Sunsuper, has appointed listed financial services firm Snowball Group to provide education and fin...

Agriculture finance specialist Rabobank has set its sights on the growing market for advice in rural areas, after moving to take full ownership of its financial planning ...

Bendigo-based financial planner George Flack has risen above a range of other high profile candidates to win the Money Management Financial Planner of the Year award for ...

The Financial Planning Association’s recent news that it was set to post a $2 million deficit, its first ever, for the 2003/2004 financial year is a curious turn of event...

CPA Australia will reshuffle its financial planning services with Christopher Benson set to take over the role of financial planning manager from Kath Bowler....

Westpac financial planners that aren’t Certified Financial Planners (CFP) have been given 18 months to attain the designation if they wish to progress within the organisa...

Advisers and dealer groups who flout the new industry code of practice on soft dollar payments may be publicly ‘outed’ by the financial planning association (FPA)....

Controversy over soft dollar payments and conflicts of interest are threatening the financial planning industry. Money Management invited some of the industry’s leaders t...

The sheer size of the baby boomer generation presents a retirement planning opportunity too good for financial advisers to miss. But the fact that they also think differe...

Financial planning dealer firm Mawson Group chief executive Les mace has been appointed to head up subsidiary life adviser dealer group Aurora Financial Planning, which k...

Australian Unity Financial Planning has replaced Garrisons as its back office administrator following a deal being struck with IOOF Funds Management-owned OutScope....