SERVICE

FASI fpCentral™ Aged Care
SERVICE

Case Study - FASI fpCentral™ Aged Care

After identifying a gap in the market, founder and executive officer of FASI (Financial Advice Service Innovation), Greg Harper, has launched a referral platform for aged care which he hopes will change the way people navigate their way through the available options.

Evergreen Consultants
SERVICE

Evergreen Ratings

Founder of investment consulting firm Evergreen Consultants, Angela Ashton, has launched a new research house, called Evergreen Ratings, which will focus on alternative investments.

SERVICE

Research Affiliates Asset Allocation Interactive

Global investment management firm Research Affiliates has made available its interactive asset allocation tool to Australian investors in Australian dollars.

SERVICE

Lonsec Sustainability Score

Ratings group Lonsec has launched a sustainability score which aims to provide a quantitative estimate of the net 'goodness' in a portfolio.

SERVICE

Pitch Labs

Pitcher Partners Adelaide has launched a subscription based accounting and financial advice service called Pitch Labs.

SERVICE

FASI fpCentral™ referral service

Financial Advice Service Innovation (FASI) has launched a national referral service - called FASI fpCentral™ - that connects aligned, FASEA-(Financial Advice Standards and Ethics Authority) accredited and FASI-approved financial planners/planning firms with service organisations to provide financial...

Milford Australia Pty Ltd
SERVICE

Milford Australian Absolute Growth Fund receives 'recommended' rating

Rating house Zenith Investment Partners, has rated the Milford Australian Absolute Growth Fund 'recommended' in its first review of the product.

SERVICE

Clime Investment Management Separately Managed Accounts (SMA)

Clime Investment Management Limited has launched four separately managed account (SMA) investment portfolios - the Multi-Asset Balanced, the Multi-Asset Growth, the Multi-Asset High Growth and the Clime Direct Australian Equities Portfolio.

SERVICE

Deakin Business School CFP® Certification Program

The Financial Planning Association of Australia (FPA) has partnered with Deakin Business School, to offer financial planners a Master of Financial Planning degree with CFP® certification.

SERVICE

Lifespan Partnership

Lifespan Financial Planning has launched a broad ranging support service for existing self-licensees and those advice businesses wanting to transition to their own individual AFSL.