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Christian spirit motivates Willems

chief-executive/

| By Nicholas |
Awards

Mentor of the Year: Sue Willems, Australian Catholic Superannuation

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chief executive

AUTHOR

Partner philosophy underscores Gopal’s victory

financial-advice-industry/financial-advisers/ANZ/

| By Staff |
Awards

BDM of the Year 2014: Shivani Gopal, Asteron Life

Read more about:
financial advice industry
financial advisers
ANZ

AUTHOR

Slattery shines as Woman of the Year

self-managed-superannuation-funds/smsf-sector/self-managed-super-funds/SPAA/SMSFs/financial-planner/investment-manager/director/

| By Staff |
Awards

The founder and managing director of the SMSFs Professionals Association of Australia (SPAA),

Read more about:
self-managed superannuation funds
smsf sector
self-managed super funds
SPAA
SMSFs
financial planner
investment manager
director

AUTHOR

Family goals drive Barber’s success

financial-planner/financial-services-industry/director/money-management/cash-flow/

| By Staff |
Awards

Financial Planner of the Year: Lisa Barber, Hillross-Aspire Wealth  

Read more about:
financial planner
financial services industry
director
money management
cash flow

AUTHOR

Estimates of Top 100 planner ownership have wide and incorrect variations

financial-planners/australian-financial-services/australian-securities-and-investments-commission/financial-planning-groups/money-management/commonwealth-bank/funds-management/financial-services-industry/national-australia-bank/

| By Jason |
Top 100

Wide variations in the number of financial planners reported to be operating in the industry has been a

Read more about:
financial planners
australian financial services
australian securities and investments commission
financial planning groups
money management
commonwealth bank
funds management
financial services industry
national australia bank

AUTHOR

Still waters hide sea of change in Top 100 planner numbers

financial-planning/planners/commonwealth-financial-planning/financial-planners/money-management/amp-financial-planning/genesys-wealth-advisers/commonwealth-bank/

| By Jason |
Top 100

In the wake of recent industry-wide change financial planning numbers appear to have moved little, accor

Read more about:
financial planning
planners
commonwealth financial planning
financial planners
money management
amp financial planning
genesys wealth advisers
commonwealth bank

AUTHOR

Handful of PI providers hold advice market

dealer-group/financial-planning/planners/cent/professional-indemnity/money-management/commonwealth-bank/westpac/ANZ/

| By Jason |
Top 100

Read more about:
dealer group
financial planning
planners
cent
professional indemnity
money management
commonwealth bank
westpac
ANZ

AUTHOR

Telstra Super has most valuable planners in non-retail super sphere

dealer-group/financial-planning/industry-super-funds/advice/financial-planners/financial-planning-groups/

| By Jason |
Top 100

Telstra Super Financial Planning has the most valuable financial planners in the corporate and industry

Read more about:
dealer group
financial planning
industry super funds
advice
financial planners
financial planning groups

AUTHOR

Bank ownership of planners over-reported

planners/financial-planning/amp/commonwealth-financial-planning/financial-planners/dealer-groups/cent/financial-planning-groups/money-management/commonwealth-bank/ANZ/IOOF/

| By Jason |
Top 100

Read more about:
planners
financial planning
amp
commonwealth financial planning
financial planners
dealer groups
cent
financial planning groups
money management
commonwealth bank
ANZ
IOOF

AUTHOR

Charter and Dover named dealer groups of the year

dealer-group/financial-planning/financial-planning-advice/dealer-groups/

| By Jason |
Top 100

Read more about:
dealer group
financial planning
financial planning advice
dealer groups

AUTHOR

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