Professional Planner | Inspiring Advice

Midwinter Financial Services has today announced that it has made a key hire within its Business Development team, appointing Esther Moseley to the position of Senior Business Development Manager – Enterprise.
Ms Moseley brings to Midwinter 15 years of experience within the financial planning space, specifically significant experience with financial planning software – having previously held positions at both Decimal and COIN....

An $11,000 cap on concessional contributions, as proposed by the Grattan Institute, would confine superannuation to being merely a substitute for the age pension rather than a vehicle for increasing savings for individuals and the nation.
This narrow approach defeats the purpose of superannuation. If people can only save enough for retirement to be a bit better off than the pension then, rationally, they will spend their retirement savings as fast as they can and go on the pension. Where...

Zurich Financial Services Australia (Zurich) today announced a number of changes to its retail life insurance offering, designed to help advisers position themselves for the forthcoming Life Insurance Framework (LIF) transition, due to start in July...

The Association of Financial Advisers (AFA) welcomes the call for the establishment of an Independent Council on education, ethics and professional standards (the Council), as proposed in the PJC recommendations.
General Manager, Member Services, Partnerships and Campus AFA, Nick Hakes says the composition of the members of the Council will be crucial in setting the future course of adviser-focused education and the Council needs to embrace the connection between...