Financial Planning Services Australia (FPSA) has lifted the number of advisers in its member firms.
Financial Planning Services Australia (FPSA) has lifted the number of advisers in its member firms.
Bruce McDonald, Trevor Carll and Stephen Pisani have joined as advisers under the business name Principle First Financial Planning.
McDonald, Carll and Pisani have 21, 12 and two years' experience respectively and are all based in Port Pirie, South Australia.
"[We joined FSPA because of] the transparency of the model, its non-institutional culture and the availability of all members of the team to respond to queries," they said.
Newly-qualified authorised representative Jacob Janse van Rensburg has joined Investment Management Professionals on the Sunshine Coast, Queensland.
Newly-qualified adviser Natalie Luiten has joined her father's practice, Hans Luiten, in Pakenham, Melbourne.
Christian Jarrad has been promoted to associate adviser in boutique wealth management firm Intralink in Melbourne.
David Woolacott has joined King Financial Group in Brisbane.
In Part 2 of our exclusive series, we ask leading names to nominate their best investments, the most effective industry group and the importance of platforms.
Solaris scores Jana mandate »
Boutique fund manager Solaris has been appointed to manage a $33 million Australian equities mandate by JANA Investment Advisers.
Colonial raises over $200m for media fund »
Colonial First State Global Asset Management has raised $201.3 million for its media copyright fund, FS Media Works.
Last month's FPA National Conference offered Australia's financial planning community a chance to hear about past and future changes to the industry. ... read more »