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FINANCIAL PLANNING
INDUSTRY NEWS
Committed Collingwood supporter and senior financial planner Julian Battistella began his career at the ANZ Bank at the tender age of 18....
INDUSTRY NEWS
The Investment and Financial Services Association’s (IFSA’s) influence on financial services policy debates was never more evident, nor better rewarded, than in 2005, whe...
INDUSTRY NEWS
In the debate that raged between industry and retail funds through the year, Industry Fund Services chair, Garry Weaven, was quite successful in keeping the argument’s fo...
INDUSTRY NEWS
Haintz Financial Services managing director and senior financial adviser David Haintz is a good example of the power of persistence. Highly commended for the Financial Pl...
INDUSTRY NEWS
Solid exposure to the Australian mortgage market has contributed to an upgrading of Mariner Mortgage Trust’s rating by InvestorWeb Research from ‘buy’ to ‘strong buy’ in ...
INDUSTRY NEWS
Large NSW Government sector fund First State Super will be opened up to non-public sector employers and employees this year....
INDUSTRY NEWS
Coin software has signed its first major contract with a large financial planning firm since its purchase by Macquarie Bank in May this year....
INDUSTRY NEWS
Following today’s implementation of amendments to the Financial Services Reform Act (FSRA), advisers are no longer bound to issue a Statement of Advice to existing client...
INDUSTRY NEWS
This is the final Money Management e-newsletter for 2005, so we would like to take this opportunity to wish all our readers and their families a happy time over the festi...
INDUSTRY NEWS
Lonsdale Financial Group has joined Centric Wealth and Financial Services Partners as dealer groups that supply PlanTech software to their risk advisers....
INDUSTRY NEWS
Financial Wisdom has introduced a new system of assessing the strength of the practices within its dealer group in response to the financial services industry’s shift in ...
INDUSTRY NEWS
The Queensland Investment Company (QIC) has launched an infrastructure fund that will seek investment opportunities globally....
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Podcast
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...