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2016 Professional Planner|Zenith Fund Awards – photo gallery

Professional Planner

10 October 2016 09:23

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Regulator ‘closely scrutinising’ Sequoia’s second crack at selling InterPrac 

Regulator ‘closely scrutinising’ Sequoia’s second crack at selling InterPrac 

Pressure mounts on Big Tech’s role in Shield and First Guardian

Pressure mounts on Big Tech’s role in Shield and First Guardian

Pricing advice to reflect value, profitability and sustainability 

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Fortnum Private Wealth pays $1.35m to resolve cyber case

Fortnum Private Wealth pays $1.35m to resolve cyber case

Regulator ‘closely scrutinising’ Sequoia’s second crack at selling InterPrac 

Regulator ‘closely scrutinising’ Sequoia’s second crack at selling InterPrac 

In a second attempt to offload its beleaguered financial advice licensee InterPrac, listed wealth management group Sequoia Financial Group has sold the business to Bellbird Australia. A deed of cross-guarantee with other entities in the Sequoia group has been revoked, raising the concerns of investors seeking compensation for losses in the failed Shield and First Guardian master funds.

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Pressure mounts on Big Tech’s role in Shield and First Guardian

Pressure mounts on Big Tech’s role in Shield and First Guardian

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Professional year synergy: needs of firms, graduates should align

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Ben Power

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Anthony O'Brien

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Meaningful CPD must be a part of industry’s education standards

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Sean Graham

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Eager to show the value of a dollar – just like his parents

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Johanna Roberts

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Report 515 shows disconnect between licensee rhetoric, action

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Simon Hoyle

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Max Newnham

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Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.

We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.

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