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FINANCIAL PLANNING
Financial planning
George Flack has been named Money Management’s Financial Planner of the Year for the second time in his career....
Financial planning
With a philosophy of ‘looking out for people’ borne from his West Australian country upbringing, Lawrie O’Neill provides holistic lifestyle-based financial advice....
Financial planning
For the second year in a row David Haintz has been ‘highly commended’ for the Financial Planner of the Year award and it comes as no surprise to those who know him....
Financial planning
All eyes and ears will be on Kathryn Greiner as she takes over the chairmanship of the FPA at the association’s annual convention. But as REBECCA EVANS reports, she’s rea...
Financial planning
Queensland’s largest private sector superannuation fund, the $5 billion Sunsuper, has appointed listed financial services firm Snowball Group to provide education and fin...
Financial planning
Agriculture finance specialist Rabobank has set its sights on the growing market for advice in rural areas, after moving to take full ownership of its financial planning ...
Financial planning
Bendigo-based financial planner George Flack has risen above a range of other high profile candidates to win the Money Management Financial Planner of the Year award for ...
Financial planning
The Financial Planning Association’s recent news that it was set to post a $2 million deficit, its first ever, for the 2003/2004 financial year is a curious turn of event...
Financial planning
CPA Australia will reshuffle its financial planning services with Christopher Benson set to take over the role of financial planning manager from Kath Bowler....
Financial planning
Westpac financial planners that aren’t Certified Financial Planners (CFP) have been given 18 months to attain the designation if they wish to progress within the organisa...
Financial planning
Advisers and dealer groups who flout the new industry code of practice on soft dollar payments may be publicly ‘outed’ by the financial planning association (FPA)....
Financial planning
Controversy over soft dollar payments and conflicts of interest are threatening the financial planning industry. Money Management invited some of the industry’s leaders t...
Financial planning
The sheer size of the baby boomer generation presents a retirement planning opportunity too good for financial advisers to miss. But the fact that they also think differe...
People & Products
Financial planning dealer firm Mawson Group chief executive Les mace has been appointed to head up subsidiary life adviser dealer group Aurora Financial Planning, which k...
Financial planning
Australian Unity Financial Planning has replaced Garrisons as its back office administrator following a deal being struck with IOOF Funds Management-owned OutScope....
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MARKET INSIGHTS
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...