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Financial planning
A passionate advocate for an industry change to fee-for-service based financial planning has become only the 34th person to be awarded a fellowship of the Financial Plann...
Financial planning
Count Financial Limited’s Barry Lambert has announced his retirement plans and will hang up the gloves as Count managing director sometime in 2006. Far from putting his f...
Financial planning
Two Australians will occupy seats on the nine member inaugural international Financial Planning Standards Board following the group’s creation last month to replace the ...
Financial planning
The last place financial planners want to be if the world’s economic plates shift is with their heads in the sand. Ray Griffin wonders whether many planners are prepared ...
Financial planning
Product pushing is a bummer. Disclosure is all good. Financial Services Reform (FSR) is a positive. Becoming a certified financial planner is a must. Fee-for-service is c...
Financial planning
Straight-talking Sharyn Besch is more pragmatic than her peers when it comes to the big issues in the profession she’s always wanted to get into....
Financial planning
AMP Financial Planning will demand its more than 1,200 authorised representatives sit an annual exam as of next year before they can continue practicing under the banner ...
Financial planning
For Danial White, a fee-for-service future will become a more viable and sustainable business model to work with....
Financial planning
The youth of today are just too lazy and apathetic to think about going to a financial planner, right?...
Financial planning
Sarah Bergman is a 25-year-old financial planner with a bright future. But it has taken a sudden life threatening illness for her to realise what she has to achieve in he...
Superannuation
Another opportunity seems to have slipped by for politicians to get real about a national retirement and savings plan, writes Ray Griffin....
Financial planning
The Financial Planning Association will review the role and tasks under taken by financial planners on an ongoing basis as part of a strategy to ensure its continuing adv...
Financial planning
The Financial Planning Association (FPA) has invited tenders for the delivery of its Certified Financial Planner (CFP) program as it enters the next phase of its educatio...
Financial planning
Tribeca Learning has signalled its interest in taking on the Financial Planning Association’s ongoing education offering - The Certified Financial Planner (CFP) designati...
Financial planning
Financial Planning Services (Australia) was launched as a national boutique dealer group in June 2001....
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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...