What does a paraplanner do?
Paraplanner’s duties will vary depending on their level of experience and the firm they work for.
Financial Planning
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Annuities and financial planning. A good option?
Investing in cash is simple right? Well in the most part yes.
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ASIC have changes in store for Accountants.
Accountants specialise in providing tax advice and managing their client's tax obligations with the ATO.
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June 30th is a nightmare in financial planning
Forget the winter football fever, the big challenge facing financial advisers is how to legally help their clients reduce their tax bill before the financial year.
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New horizons
As a specialist financial services training provider, we often get asked about programs sponsored by companies working within the financial planing industry.
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Association of Financial Advisers (AFA)
When entering a new industry like financial planning, it is important to ask as many questions and to gain as much valuable wisdom from successful professionals.
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Our Superannuation course materials are .... super!
Being RG146 accredited in superannuation (either being able to provide personal and/or general advice) is a pre-requisite to working in most job roles in superannuation.
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Roads merging ahead
The inevitable consolidation between accounting practices and financial planning practices is not a new concept.
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‘Bad adviser behaviour’ is back in the headlines
Most natural disasters – which you can confidently categorise the Storm financial debacle fitting snuggly into, run a routine path.
