Weekly market update – week ending 12 October, 2018

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Investment markets and key developments over the past week Share markets fell sharply over the last week led by the US share market primarily on the back of worries about... Read more continue reading

AFA and TAL announce winner of 2018 AFA Female Excellence in Advice Award

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Donna Lee Powell from DLP Life Design has been announced as the winner of the 2018 Association of Financial Advisers (AFA) Female Excellence in Advice Award (the Award) by the... Read more continue reading

Over 100,000 expats could be affected by proposed CGT change

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A knee-jerk reaction from the Federal Government, says expat adviser. “The Federal government’s proposed scrapping of the capital gains tax exemption for Australians residing overseas is predicted to affect over... Read more continue reading

How does a crisis really affect markets?

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Investors are constantly warned of an impending crisis in financial markets with the resultant damage to asset prices. Yet while a crisis can have a severe impact on markets, investors... Read more continue reading

FPA Board announces Marisa Broome CFP® as new Chair

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The Board of the Financial Planning Association of Australia (FPA) has announced that Marisa Broome CFP® will take over as Chair from Neil Kendall CFP® when his term concludes on... Read more continue reading

Pulse Markets partners with Macrovue for global share trading

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Thematic global share investing business Macrovue has announced it has partnered with leading stockbroking and wealth management firm Pulse Markets to make its international share trading platform available for Pulse... Read more continue reading

AFA and ANZ Wealth announce  2018 AFA Rising Star

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Rebecca Pritchard of Wealth Enhancers is the 2018 AFA Rising Star. The AFA Rising Star of the Year Award (the Award), which has been supported by ANZ Wealth since inception in 2005, recognises... Read more continue reading

FPA Conduct Review Commission hands down determination for Sam Henderson case

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The Financial Planning Association of Australia (FPA) independent disciplinary body, the Conduct Review Commission (CRC), has found Sam Henderson breached the FPA’s Code of Professional Practice (FPA Code). The CRC’s... Read more continue reading

AFA and Asteron Life Announce 2018 AFA Excellence in Education Award Winner

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The Association of Financial Advisers (AFA) and Asteron Life (Asteron) have announced Felicity Cooper of Cooper Wealth Management as the winner of the 2018 AFA Excellence in Education Award (the Award).... Read more continue reading

AFA names recipient of the 2018 AFA Michael Murphy Award

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The Association of Financial Advisers (AFA) named Dugald Mitchell as the recipient of the Michael Murphy Award (the Award) at the 2018 AFA National Adviser Conference on the Gold Coast.... Read more continue reading