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| | ... confidence shone through his presentation to the FPA Awards judges. He's an incredible role model for young financial planners," FPA chief executive Dante De Gori said. His firm is also the winner of FPA Professional Practice of the Year Award. "The ... |
| | | ... specialist area of financial planning and requires specific skills and a commitment to ongoing training. "Not all financial planners will become aged care advice specialists, but all financial planners must be aware what aged care is and the role that ... |
| | | ... announced the winner of its prestigious biannual Gwen Fletcher Memorial Award. Jacob McCudden from Back to Back Financial Planners, an advice business based in the regional town of Young in New South Wales, took home the gong for semester two 2020. The ... |
| | | ... "The single disciplinary body should have primary responsibility for government oversight of the conduct of financial planners, setting mandatory professional standards, investigating potential breaches of mandatory standards and law, and applying discipline," ... |
| | | ... actually implement the advice drastically increases," he said. Instead, Six Park said it works in partnership with financial planners rather trying to disrupt the industry, reiterating that digital and holistic advice are complementary offerings. "Integrating ... |
| | | ... creating significant risks. "While we welcome reforms that improve the overall standard of financial advice, financial planners and their clients are paying an unreasonably high price for it," De Gori said. The FPA found that, when asked, 41% of Australians ... |
| | | ... types of investment vehicles at the very time the supply of and demand for them is growing significantly among financial planners and their clients." Ashton added that these are often more complex than many 'standard' managed funds and require significant ... |
| | | ... within industry, media, government and consumers about the definitions and roles of financial advisers and financial planners, and those that sell financial products." Further to replacing the term 'general advice', the FPA said consumers must be given ... |
| | | FASEA has released a draft Financial Planners & Advisers Code of Ethics 2019 Guide for consultation. The draft is intended to provide an explanation of the application of the code. "The Code of Ethics provides an ethical framework of values and standards ... |
| | | ... entitled to compensation because they incurred financial losses as a result of conflicted or incorrect advice from financial planners affiliated with or directly employed by CommInsure's parent company. "We allege the Commonwealth Bank's licensed ... |
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