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Financial planning
The Financial Planning Association (FPA) is pushing for advisers to sign formal “terms of engagement” agreements with their clients as part of its bid to ease the ongoing...
Accounting
Two directors of an accounting practice who were managing an unregistered managed investment scheme will face the Supreme Court of Queensland after the Australian Securit...
Financial planning
A psychologist will be provided to clients of a new personal advisory company, Mentor, to increase advisor ability to make the right choice of investment for individual c...
Financial planning
The Australian Securities and Investments Commission (ASIC) has obtained orders in the New South Wales Supreme Court to restrain a former Saxby Bridge employee from provi...
Financial planning
AN ALLIANCE of high-net-worth investors has launched a stinging criticism of the quality of the financial advice they receive and accused financial planners of being tain...
Financial planning
Snowball Financial Planning has secured its third arrangement to provide financial services and advice to an employer group in the last month, announcing today that it is...
Financial planning
Macquarie Town Financial Planning director, John Michael Higgins, has been restrained by a Supreme Court injunction from providing financial products or services advice, ...
Financial planning
THE number of complaints lodged against planners has risen dramatically over the last year, with inappropriate advice the most common complaint....
Financial planning
ANY discussion of estate planning or risk insurance routinely brings out the term ‘holistic planning’....
Financial planning
Would you like to get to know your clients, intimately? As tempting as it sounds, the truth is that most financial planners don’t. Except, that is, for Carolyn Berezovzky...
Financial planning
AT A RECENT Financial Planning Association (FPA) lunch held in Sydney, the head of the Australian Consumer Association (ACA) Louise Sylvan said the benchmark level of und...
Financial planning
Money Management has conducted an impromptu poll of the financial services sector, asking key stakeholders for their opinions on the new Financial Services Reform Act (FS...
Financial planning
CHIFLEY Financial Planning and Monitor Money have finalised a deal in which $100 million of Chifley client files have been sold to Monitor Money for $4.25 million....
Financial planning
Futuro Financial Service, a Queensland financial planning firm has unveiled an ambitious growth program in a bid to become a leading financial planning group boosting its...
Financial planning
Just over a week ago, on June 11, the long awaited and much feted Financial Services Reform Act (FSRA) passed the three month mark since it became a law and ended the lon...
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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...