Financial Planner of the Year - Hall of fame
Money Management’s Financial Planner of the Year
2005 David Haintz
2004 George Flack
2003 Nick Bruining
2002 Robert Kiddell
2001 John Wotherspoon
2000 Dominic Alafaci
1999 Peter Dunn
1998 Kevin Bailey
1997 Neil Heriot
1996 George Flack
1995 Ray Griffin
1994 Geoff Crowe
1993 Neil McKissock
1992 Bill Bundey
1991 Neil McKissock
1989 David Worley
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Licensee Centrepoint Alliance has completed the acquisition of Brighter Super’s annual review service advice book, via Financial Advice Matters.
ASIC has launched court proceedings against the responsible entity of three managed investment schemes with around 600 retail investors.
There is a gap in the market for Australian advisers to help individuals with succession planning as the country has been noted by Capital Group for being overly “hands off” around inheritances.
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager.
