accountant

Operations

Queensland planning group brings in the big guns

The transition from partner in large corporate accounting firms to running a relatively tiny financial planning operation has been an exciting one for Paul Bodimeade. He now heads up the medium sized financial services firm Managed Financial Strategy but the Queensland-based business has greater ambitions
Operations

Queensland planning group brings in the big guns

The transition from partner in large corporate accounting firms to running a relatively tiny financial planning operation has been an exciting one for Paul Bodimeade. He now heads up the medium sized financial services firm Managed Financial Strategy but the Queensland-based business has greater ambitions
Investment Strategy

Dealer groups to get ICAA once-over

The Institute of Chartered Accountants (ICAA) is drawing up a ‘preferred list’ of dealer groups for its financial planning members but will not be rating licence-holders, according to its head of superannuation and financial planning, Hugh Elvy.
Investment Strategy

Dealer groups to get ICAA once-over

The Institute of Chartered Accountants (ICAA) is drawing up a ‘preferred list’ of dealer groups for its financial planning members but will not be rating licence-holders, according to its head of superannuation and financial planning, Hugh Elvy.