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Showing 91 - 100 of 203 results for "CFP"

PROFILE: HESTA chief executive Debby Blakey

LAURA MILLAN  |  WEDNESDAY, 8 APR 2015
... for superannuation funds because they tended to outsource these services to other providers." A Certified Financial Planner (CFP) herself, Blakey soon started to work on strategies to improve super funds' financial planning offering. In September 2008 ...

ASIC bans Commonwealth Financial Planning employee

DARREN SNYDER  |  WEDNESDAY, 1 APR 2015
ASIC has banned Commonwealth Financial Planning employee Rebecca Locksley from providing financial services for 18 months, after finding she created false documents for client files. Locksley of Merewether, New South Wales, was the servicing planner ...

Mercer becomes first FPA accredited salaried firm

LAURA MILLAN  |  MONDAY, 23 MAR 2015
Mercer advice practices have become the first salaried adviser firms to be accredited Professional Practices by the Financial Planning Association (FPA). The FPA's accreditation is designed to recognise high-calibre financial planning practices that ...

CFP program attracts 700 students in one semester

LAURA MILLAN  |  WEDNESDAY, 11 MAR 2015
The Financial Planning Association's (FPA) Certified Financial Planner (CFP) program has attracted 700 students this semester, following the rise in adviser education standards in most large dealer groups. "The volume of enrolments to the program this ...

FPA deal with Cbus sparks super fund interest

LAURA MILLAN  |  TUESDAY, 27 JAN 2015
... start this month. Advisers eligible for the program must work for practices with over 50% of certified financial planners (CFP) and 75% of FPA members. As part of the deal, the FPA audits the two first pieces of advice given to each Cbus member.

Advisers help construction workers build their wealth

LAURA MILLAN  |  FRIDAY, 23 JAN 2015
... expectations," Rantall said. Advisers eligible for the program must work for practices with over 50% of certified financial planners (CFP) and 75% of FPA members. As part of the deal, the FPA audits the two first pieces of advice given to each Cbus m ...

AMP's Hillross crowns best advisers

LAURA MILLAN  |  THURSDAY, 22 JAN 2015
... pro-bono and sponsorship programs with local charities. The Hillross Awards Program is open to certified financial planners (CFP) in the dealer group's network. A panel of judges from across the industry, including Financial Planning Association (FPA) ...

FEATURE: 2014 year in review

MARK SMITH, LAURA MILLAN, JAMES FERNYHOUGH  |  FRIDAY, 12 DEC 2014
This year has been another busy one for the financial servives industry. FoFA remained on the radar and the Financial System Inquiry has the potential to change things in a big way. The Financial Standard team takes a look at the issues that made waves ...

Second Gwen Fletcher award winner named

STAFF WRITER  |  TUESDAY, 9 DEC 2014
... for two years and received the award for being the highest achieving student in last semester's Certified Financial Planner (CFP) Certification Program. CFP students who achieve the highest mark in all three required assessments each semester receive ...

FPA Congress begins amid FoFA unrest

ALICE URIBE  |  THURSDAY, 20 NOV 2014
... community and inspire each other to move from good to truly great." During the opening session, the Certified Financial Planner (CFP) of the year award was given to HPH Financial Planning Randall Stout. "The FPA awards recognise members who deliver qualified ...