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Financial planning
The organisation representing industry superannuation funds has used a submission to the Treasury to argue that financial planners should be made to comply with the same ...
Financial planning
Federal Labor will ensure “financial disclosure documents are simplified and standardised” if it comes to power this year, according to shadow treasurer Wayne Swan....
Financial planning
The Financial Planning Association is arguing “considerable further work is necessary” on proposed regulatory changes to the Financial Services Reform Act, which have the...
Financial planning
Reverse mortgage operator Bluestone Equity Release plans to align with a number of financial services institutions to provide reverse mortgages to the retail market....
Financial planning
An industry review of the Code of Practice on Alternative Forms of Remuneration has found local licensees and planners have adapted well to the disclosure regime....
Financial planning
Western Australian mortgage broker Pauline Murray has become the first to receive a new reverse mortgage accreditation from the Senior Australians Equity Release Associat...
Financial planning
CPA Australia has welcomed the Government’s proposals to reduce costs for investors seeking financial advice, but believes it still has not gone far enough....
Life/Risk
The Australian Securities and Investments Commission has permanently banned the former director of an insurance broking firm from providing financial services after she w...
Financial planning
Financial planners and property investors will need to pay closer attention to the Federal Government’s Capital Gains Tax regime, with an Australian National Audit Office...
Financial planning
In a first for the finance industry, The Risk Store has launched what it calls a ‘webinar’ series covering life risk insurance....
Financial planning
A strong belief in the value of strategy advice rather than product advice, combined with a passion for managing clients’ financial affairs in a proactive manner, helped ...
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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...