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FINANCIAL PLANNING
Financial planning
Telecommunications giant Telstra has pulled the plug on proposed financial services offerings that have been under development for several years....
Financial planning
Count is to launch its second dealer group, Compound Investments, at this year’s Financial Planning Association conference in Brisbane in November....
Financial planning
Small dealer groups will be the fastest-growing sector of financial planning in the next five years, says industry commentator Tom Collins....
Financial planning
Associated Planners (AP) has signed a joint venture deal with South Australian credit union Power State Financial Services (PSFS) to offer a range of financial services i...
Financial planning
The Financial Planning Association (FPA) has come out in support of the Financial Services Reform Bill (FSRB) in the wake of criticism of it by a Parliamentary Joint Stat...
Financial planning
Former Tyndall Australia managing director Rod Hunwick has taken over the reigns as chairman and executive director of Deakin Financial Services, following the resignatio...
Financial planning
A group of 10 accounting and financial planning firms have teamed together to create a new planning group, Investment Taxation Services (ITS)....
Financial planning
The Mawson Group is to roll out its first master trust this week as its expansion plans start to come to fruition....
Financial planning
The future of the Harts Group in New Zealand, formerly Reeves Moses InvestorCare (RMI), is up in the air, after its listed parent company in Australia ran into trouble an...
Financial planning
Corporate super and financial planning outfit Crewe Consulting has acquired Consolidated Planning in a move to raise its corporate superannuation profile....
Financial planning
High profile industry figure John Godfrey has assembled some of the best-known names in the financial services industry to form what he says is Australia’s first “co-ordi...
Financial planning
Australian accounting firms that operate under the worldwide MGI banner are to merge to form a new financial planning group called Acquest which plans to list in October....
Financial planning
The overwhelming majority of Australia’s larger accounting firms have embraced financial planning, according to research by <i>Business Review Weekly</i>....
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....
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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...