All Articles tagged with 'financial planning Australia'

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

From TAL

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 –

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28 Sep 2012

Insurance Schmexperts

From Patrick Canion - RMG Financial Services

Just as it seemed the life of a financial adviser would return to mind-numbing dullness after the FoFA brouhaha, the Experts Schmexperts have re-appeared with more great ideas. What a

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25 Sep 2012

Budget on track despite record monthly shortfall

From Craig James - Commsec

The federal budget was in deficit by $43.7 billion in 2011/12 or 3.0 per cent of GDP. At the time of the May 2012 budget the government projected a deficit

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25 Sep 2012

Premium Wealth Management secures new advice firm

From Premium Wealth Management

Platinum Wealth Management has become the latest financial advice practice to join Premium Wealth Management 23 practice-strong dealer network. Platinum’s group of companies has been in operation for almost 12

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25 Sep 2012

AMP Future2 Wheel Classic – mission accomplished!

From Future2 Foundation

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

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25 Sep 2012

The US election and the markets

From Tom Stevenson - Fidelity Worldwide Investment

The US election is becoming one of the next key considerations for equity investors. Ironically, the state of the American economy and stock market could influence the election outcome. In

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24 Sep 2012

What does Female Excellence look like in 2012? Like this…#2

From TAL

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 –

continue reading

24 Sep 2012

Oliver’s Insights – 3 steps forward, 2 steps back – but Euro-zone risks are receding

From Shane Oliver - AMP chief economist

The risk of a break up in the Euro-zone peaked in May, and has been declining since as European leaders have opted for “more Europe” and the ECB has committed

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24 Sep 2012

Zenith 2012 International Shares Sector Review

From Zenith Investment Partners

Developed and emerging markets are continuing to merge, according to Zenith Investment Partners 2012 International Shares sector review. Where a company is domiciled is no longer such a focus for

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24 Sep 2012

Weekly economic & market update

From Shane Oliver - AMP chief economist

Global monetary easing continued over the past week with the Reserve Bank of India cutting banks’ required cash ratios and the Bank of Japan increasing the size of its quantitative

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24 Sep 2012

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]