FYG Planners are pleased to announce Covenant Wealth have joined our financial services licensee. Covenant Wealth are a privately owned financial planning practice operated by Tudor Cosma in Southbank, Melbourne. Tudor has a Bachelor of Business (Financial Planning) from RMIT, holds a CFP® designation and after working for a larger advisory group decided it was […]
FYG General Manager Andrew Wootton outlines five key reasons advisers looking for a new AFSL should consider partnering with FYG Planners.
Economic Overview It was a mixed quarter and economic data reflected that. Developed markets making small gains while emerging markets fell. The US-China trade dispute rumbled on, as did global growth concerns, but central banks remained supportive with the US, Australian and European Central Banks cutting interest rates throughout the quarter. US economic data was […]
On the 16th & 17th of September 2019, we held our national conference in Brisbane at the Pullman Hotel. Reflecting the continued growth and enthusiasm within our AFSL and its client first mindset, there was a strong attendance at the conference. Bob Fowler opened the conference, welcoming four new advisers, David Rae of Federation Financial, […]
FYG Planners are pleased to announce Providence Advisory Group have joined our AFSL. Providence Advisory Group are a privately owned financial planning practice operated by Simon Shepherd in Chatswood, NSW. Simon has worked in the financial services industry since 1994 and has been co-proprietor of the his own practice since 2014. Previously, Simon was a […]