Bank scholarship program reaches new heights

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Bendigo and Adelaide Bank has today launched one of Australia’s largest privately funded tertiary scholarship programs. More than 100 scholarships will be awarded as part of the 2013 program – both to first year undergraduates as well as those second year students who received first year scholarship support in 2012. “The program has grown immensely... Read more continue reading

AMP planners voted best of the best

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AMP planners picked up two of the three Financial Planning Association’s National Best Practice Awards at a reception in Melbourne on Friday night.  Shane Lenehan from Charter Financial Planning received the FPA’s Best Practice Award and Mark O’Leary from AMP Financial Planning was awarded the FPA Future 2 Community Service Best Practice Award.  The FPA’s... Read more continue reading

Mathias Cormann speaks at event

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Senator Mathias Cormann, Shadow Assistant Treasurer and Shadow Minister for Financial Services and Superannuation, will be special guest later this month at a lunch hosted by the Warringah Division of the NSW Liberal Party, organised with the help of well-known financial planner, Dr Tony Virtue. The function, which will be held at the Intercontinental Hotel,... Read more continue reading

Future2 announces $50,000 of new grants

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Future2 has announced the recipients of five grants totaling $50,000, giving vital support to grassroots projects working to transform the lives of disadvantaged young Australians who are at risk. The grant recipients were selected from 42 applications, each endorsed by a local financial planning professional, and will receive $10,000 each. BackTrack Youth Works, Armidale, NSW www.backtrack.org.au... Read more continue reading

Team from La Trobe wins AMP University Challenge 2012

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A team of students from La Trobe in Victoria has won the AMP University Challenge 2012, a national financial planning competition open to all Australian university students who want to find out what it’s like to be a financial planner.  The competition, now in its second year, invites individuals or groups of up to three... Read more continue reading

AFA Female Excellence in Advice Finalists Announced for 2012

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The Association of Financial Advisers (AFA), in conjunction with TAL Life Limited, has announced this year’s finalists in the 2012 Female Excellence in Advice Award (the Award). Anne Graham, McPhail HLG Financial Planning (Melbourne) Catherine Robson, Affinity Private (Melbourne) Christine Hornery, Financial Management Solutions (Central NSW Coast) Christine Swanson, Prominent Financial Planner (Adelaide) Deborah Kent,... Read more continue reading

Encouraging the next generation of fund managers

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In a move to encourage the next generation of fund managers, the London Business School and Paul Taylor, Head of Australian Equities at Fidelity Worldwide Investment, have established the Taylor Family Scholarship. The Taylor Family Scholarship is designed to attract and support outstanding Australian, New Zealand and South African residents or Australian nationals who seek... Read more continue reading

News updates from Future2

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The Future2 Foundation is the foundation of the financial planning community.  AMP Future2 Wheel Classic 2012 Months of training and preparation culminated on the steps of State Parliament House in Melbourne on 23 September. Nineteen cyclists – of the 40 who participated in the AMP Future2 Wheel Classic this year – arrived at the... Read more continue reading

What does Female Excellence look like in 2012? Like this…#3

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Excellence in advice is more than just providing quality advice, it’s about going over and beyond your call of duty to provide the support and living tools people need – often to survive. For female excellence in advice, the role doesn’t end as the client walks out the door, it’s an ongoing relationship of advice,... Read more continue reading

AMP Future2 Wheel Classic – mission accomplished!

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The final leg of the AMP Future2 Wheel Classic, a nine day 1200km cycle ride from Sydney to Melbourne was completed on the steps of State Parliament House in Melbourne Sunday afternoon 23 September.   Nineteen cyclists –  out of the 40 who have taken part in the $100,000 fundraising marathon – were greeted by David... Read more continue reading