FPA 2007 National Conference receives huge response from financial planning practitioners (16-Oct-2007)
... Officer, Plan B Wealth Management Matthew Rowe CFP, Chair, Professional Conduct Committee and Director,
Financial Planning Services, Hood Sweeney Scott Malcolm - Senior Financial Planner, Conscious Money Glen Reilly – Director, Fitzpatricks ...
CANNEX releases package banking star ratings report (4-Sep-2007)
... products on offer and take advantage of further discounts on things like home and contents insurance or
financial planning services, says CANNEX. But some consumers may not even use packaged credit cards so packages are not for ...
Cbus forays into retirement products (23-Aug-2007)
... to providing retirement information. These developments follow the recent expansion of Cbus’ existing
financial planning services. These new measures enable Cbus to continue working for members even after they leave the workforce, which is fitting ...
HLB Mann Judd continues its financial planning services (26-Jul-2007)
... Bridgeport Financial Services’s purchase of the financial planning arm of HLB Mann Judd Victoria does not affect the financial planning operations of HLB Mann Judd firms in NSW, Queensland, South Australia and West Australia.John ...
Lachlan Wealth Management firm acquires Melbourne based accountancy business (25-Jul-2007)
... and services significantly increased to its many clients, who now have direct access to the wide range of
financial planning services provided by Lachlan Wealth Management.According to Lachlan Wealth Management and PMG Group principle based in ...
Personal financial planning standard assists international harmonisation (5-Jun-2007)
... Standard provides an industry-owned, flexible framework to assist practitioners to provide quality personal
financial planning services in Australia.The draft Australian Standard personal financial planning covers:Process; Ethics; ...