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Financial planning
Sydney has been chosen to host the Financial Planning Association’s (FPA) 11th annual convention in 2002....
Financial planning
It took 12 years and a lot of persuading – but Jamie Kelly, one of the faces of Mercantile Mutual, has switched camps....
Financial planning
Back in the early 1960s an enterprising student at Melbourne University struck a deal with some of his fellow students. Four years later, that student had his own accoun...
Financial planning
The Australian Securities and Investment Commission (ASIC) is to investigate the conduct and disclosure behaviour of life agents as phase two of its review of the disabil...
Financial planning
The Financial Planning Association (FPA) has slammed last minute changes to the GST and Ralph inspired new tax system which will slug planners with thousands of dollars o...
Financial planning
Tower is to offer its advisers equity in its distribution businesses under a radical shake-up of its distribution operations announced yesterday in New Zealand....
Financial planning
Last month, a former Perth financial adviser was sentenced to the second longest jail term of any financial adviser in Australia when he was sentenced to 10 years behind ...
Financial planning
One of Australia's best known businesses also offers financial services and has a market brand and exposure unrivalled in the industry. Jason Spits looks at how the NRMA ...
Financial planning
Summit master trust has rolled out its own DIY service for self managed super funds (SMSFs) and their trustees, offering administration and custody services. ...
Financial planning
The history of Glenhurst Corporation has mirrored the way the financial planning industry progressed during the nineties. First as a tied agent, then a multi-agent, it ha...
Financial planning
What does it take to be ethical in financial planning? Professor Stephen Cowan, who will be presenting at the CFP conference in Hobart, says it is all about ex-cellence. ...
Financial planning
The Government’s tax reform agenda continues to make all of our lives difficult. Take the new capital gains tax (CGT) rules for example....
Financial planning
While GST awareness is high, action and implementation are low, spelling trouble for businesses from July 1. So says KPMG Consulting partner Mandy Holloway....
Financial planning
An industry wide numbering system for advisers is a step closer to fruition following the creation of a working group within the Investment and Financial Services Associa...
Financial planning
Jardine Fleming Capital Partners (JFCP) has hired BT Portfolio Services to provide back office services for its newly established Australian wholesale funds manage-ment b...
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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...