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FINANCIAL PLANNER
Financial planning
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
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
ASIC tells of man banned as a planner but still operating as an accountant and providing tax advice....
Financial planning
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
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 group Libertas Financial Planning expands its dealer services model to accountants and signs first accountancy practice to the service....
Editorial
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
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
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
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
Industry Super Australia has called on ASIC to conduct an audit of orphan commissions. ...
Financial planning
The BFP claims a structural flaw has allowed banks, insurers and super funds to dress up product sales as advice....
Superannuation
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
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...
Financial planning
Planners and accountants unlikely to take each other’s work due to workloads involved. ...
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Podcast
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Sounds like a schoolyard childish scrap! take it behind the shelter sheds and sort it out! Really Publicly listed compa...
iN THE END IT IS THE REGULATORS FAULT. wHILE I WAS WORKING I WAS ALLWAYS AMAZED AT HOW UNTHINKING SOME CLIENTS WERE! I...