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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 ...
Financial planning
AXA has reported its Certified Quality Advice program has experienced success, with increasing numbers of financial planning practices opting to work towards achieving th...
Financial planning
THE deadline for the financial planning sector to propose changes to the controversial wording of draft Corporations Act Regulation 7.6.02AAA fells yesterday (November 30...
Financial planning
The Commonwealth Bank-owned dealer group Financial Wisdom has enhanced the support function for its authorised representatives as part of the new remuneration model it im...
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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...