Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
CFP
Financial planning
Scott Keeley decided he had to make a career change by the age of 30, or remain a public servant forever. He chose a career in financial planning and joined a small pract...
Financial planning
Advisers attending IOOF professional development days and technical training sessions will be eligible to receive CPD points following the company’s acceptance as a princ...
Financial planning
Post graduate degree qualified people will no longer be able to gain an exemption from four out of the five units that must be obtained to receive the Certified Financial...
People & Products
The Financial Planning Association of Australia (FPA) has appointed two independent board directors to replace former chairman Kathryn Greiner and David Elsum, who resign...
Financial planning
Just a few minutes ago, I finished speaking by phone with the son of a long-standing client. Our client’s son is 23 years of age and is in his first job, having completed...
Financial planning
Committed Collingwood supporter and senior financial planner Julian Battistella began his career at the ANZ Bank at the tender age of 18....
Financial planning
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....
Financial planning
The usual ambition of a paraplanner is to become an adviser and Kate Cramsie is no exception....
Financial planning
Despite contributing almost half a million dollars to its new television advertising campaign, the FPA has posted an after-tax budget surplus of $1.187 million for the ye...
Financial planning
An undergraduate degree covering accounting, taxation and financial advising will be offered by the University of Western Sydney from next year, adding an entry point to ...
Financial planning
Web Abstract long compulsory...
Financial planning
What do the Australian Securities and Investments Commission (ASIC) and the Australian Consumers Association (ACA) really want from financial services? What can be left o...
Financial planning
It’s taken nearly five years, in which time it’s been dwarfed as a financial services issue in Australia by the launch of the Financial Services Reform Act, but a global ...
Financial planning
In 2007, the Financial Planning Association of Australia (FPA) will set a global precedent by requiring all advisers wishing to gain its senior qualification, Certified F...
Financial planning
The recent ruling by the Australian Taxation Office allowing financial planners to give tax advice has blurred the roles of accountants and advisers even further. In the ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...