financial planner

Financial planning

Starting a career in Financial Planning: Entering a profession in flux

As the financial planning industry grapples with how to institute new professional and education standards, Jason Spits examines what mind-set and attitudes new entrants ...

Financial planning

Planners and accountants’ cross purposes sabotage referral relationship

Financial planners and accountants will not be able to work with each other if the former seeks ad-hoc relationships and the latter only seeks revenue from any joint... ...

Financial planning

Banned as planner, operating as accountant

ASIC tells of man banned as a planner but still operating as an accountant and providing tax advice....

Financial planning

Financial literacy should start early: planner

A financial planner has backed ASIC’s call to instil financial literacy into the school education system, saying literacy is lacking in adults too....

Financial planning

Financial planners not only for the wealthy, FPA says

The FPA is using its annual Financial Planning Week to try and change consumer perceptions that financial planners are only for the affluent....

Financial planning

Dealer services model picks up first accountancy practice seeking AFSL

Dealer group Libertas Financial Planning expands its dealer services model to accountants and signs first accountancy practice to the service....

Editorial

When grandfathering looks out of place

Mike Taylor writes that the drive for higher educational standards for financial planners has served to regenerate criticism of those people who were grandfathered into t...

Superannuation

Accountants top planners as SMSF service providers

Self-Managed Superannuation Fund service providers with origins in accounting tend to be bigger and more profitable than those that started out as financial planner or ad...

Financial planning

Shoplifter seeks compo as conviction would stop financial planning career

A convicted shoplifter has failed in his bid to secure compensation after claiming the NSW Police’s failure to pass on documents relating to an appeal meant he could not ...

Financial planning

ASIC bans jailed ex-planner

A former financial planner who is serving a 13-year prison sentence has been permanently banned from providing financial services and engaging in credit activity by the A...

Superannuation

ISA wants ASIC audit of orphan commissions

Industry Super Australia has called on ASIC to conduct an audit of orphan commissions. ...

Financial planning

BFP backs FPA on separating products from advice

The BFP claims a structural flaw has allowed banks, insurers and super funds to dress up product sales as advice....

Superannuation

Super disengagement from women prompts warning

Women are increasingly becoming disengaged from their superannuation, placing an onus on planners to start a dialogue about the issue in client consultations, a planner b...

Policy & Regulation

Let FOFA reforms bed-in: ISA

Industry Super Australia (ISA) has reiterated its view that Future of Financial Advise (FOFA) reforms should be given time to deliver benefits to consumers before new cha...