David Valvo, the former financial adviser, amateur comedian and celebrity impersonator who stole $110,000 from clients, has been permanently banned by ASIC.
financial advice
Showing 11 to 20 of 33 results tagged financial advice:
Is seeing a financial planner worth it? Sarah Abood, CEO of the Financial Advice Association Australia, joins Tom Watson on the Friends With Money podcast.
AMP will pay $29 million to settle a class action alleging advisers breached duties by selling overpriced insurance to 100,000 Australians.
Confused about financial advice? A new system could make it easier to find out what level of support you actually need - help, guidance or advice.
Should financial planning be free? Edwin thinks so. "It's certainly out of reach for ordinary people," he tells Paul Clitheroe.
Do your spending habits reflect your values, or your impulses? Psychology shapes your financial decisions more than you think.
Break-ups are never easy. But if things aren't working out with your financial planner or accountant, you don't have to stick around.
When I completed the CFA program in 2001, I was told there were only two women in the Melbourne chapter before that year. When I went to my first investment briefing lunch in a fund manager boardroom, I was the only woman of around 30 attendees.
Aren't financial planners just for wealthy people? That's a myth, says David Sharpe, a certified financial planner and chair of the Financial Advice Association Australia.
As a small firm, Fiducian may represent an opportunity for retail investors where institutional investors fear to tread.
