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FINANCIAL PLANNING
INDUSTRY NEWS
Defining and managing what the client and the financial planner expect from their business relationship is a key element in providing a successful advisory service accord...
INDUSTRY NEWS
Having a passion for people and helping clients with their lifestyle is why Katie Chessum joined the financial services industry....
INDUSTRY NEWS
Working with the adviser to discuss a client ‘s financial needs proves two heads are better than one, says Brisbane-based Godfrey Pembroke paraplanner Lea Kerry Clothier....
INDUSTRY NEWS
The usual ambition of a paraplanner is to become an adviser and Kate Cramsie is no exception....
INDUSTRY NEWS
Stephen Henshall’s route into paraplanning was through superannuation administration at William Mercer. The change, however, showed him the difference between handling fu...
INDUSTRY NEWS
A key theme in the FPA presentation on super choice by Stuart Milne, co-principal of consultancy Praxis Partners’, is on representing choice as the “quasi deregulation of...
INDUSTRY NEWS
Hungarian banks, chewable tobacco and other exotics are part of the stuff of global stock stories that excite these specialist managers....
INDUSTRY NEWS
Client segmentation is now common practice in many financial planning businesses, but according to ThreeSixty Business Development and Consulting specialist consultant Da...
INDUSTRY NEWS
Abstract Long...
INDUSTRY NEWS
Sound financial advice should account for both wealth creation and wealth protection measures, but many Australians who have a financial planner remain underinsured....
INDUSTRY NEWS
What is lifestyle planning? Conceptually the idea is simple – it is used to help clients define how they want to spend the rest of their lives, cost this desired lifestyl...
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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...