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FINANCIAL PLANNING SERVICES
People & Products
The board of Deakin Financial Services, the former financial planning arm of DKN Financial Group, has appointed Ferrier Hodgson as administrators to manage the entity’s a...
Editorial
The WHK Group has grown its net profit for the 2005-06 financial year by 24 per cent to $22.4 million, up from $18.2 million last year, on the back of strong revenue flow...
Financial planning
Westpac Financial Planning has embarked on a recruitment campaign involving advertising, education, an internal awareness program, and longer-term career path preparatio...
Financial planning
Discounts on health, lifestyle and retail services could help generate greater awareness of financial planning services, under a new initiative from dealer group Financia...
Financial planning
The Australian and New Zealand chartered accounting group CA Associates Australasia, which also offers financial planning services, has been re-branded and from July 1 wi...
Financial planning
Statistics released by ING regarding consumer and adviser sentiment toward financial planning services have revealed a significant divide exists on the type of issues cli...
Financial planning
Gregory Clements and Neil Manning have appeared in the Perth Magistrates Court as the result of an ASIC investigation that alleged they provided financial advice without ...
Financial planning
The Institute of Chartered Accountants has called for financial planners to move to a fee-for-service model, stating that commission payments inherently result in conflic...
Financial planning
Three Victorian financial planners have been awarded $800,000 in damages against IOOF in a court case over the sale of the company’s building society to Bendigo Bank in 1...
Financial planning
Australia is currently enjoying the best employment market in years with a low national unemployment rate. Job seekers in most markets have many choices and career option...
Financial planning
Scrapping reasonable benefit limits; changing rules on employer eligible termination payments; and making more financial planning services tax deductible have all been su...
Editorial
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Financial planning
Snowball Financial has paid $5 million to make two major acquisitions, giving the listed financial planning business exclusive access to 196,000 credit union members with...
Financial planning
There is a degree of confusion by some practitioners in the financial planning and accountancy fields as to the ability of an accountant to give advice to a client of the...
Financial planning
BT Financial Group has appointed the seventh and last member of its Investment Management Selection Group, former Intech senior portfolio manager Chris Thompson....
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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...