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Showing 21 - 30 of 56 results for "Professionals Congress"

FPA award finalists named

JAMIE WILLIAMSON  |  THURSDAY, 4 OCT 2018
... Association of Australia announced the 2018 finalists for its suite of awards, to be presented at its annual Professionals Congress in November. Vying for the title of FPA Certified Financial Planner Professional of the Year is Michael Carmody of Viva ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... for the AustralianSuper Personal Plan, and took home the Investment Innovation and Leadership Award. FPA Professionals Congress In November about 1100 delegates resided at Hotel Grand Chancellor in Hobart to cover all the bases financial planners need ...

Advisers call for exam, standards clarity

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
... conduct of financial advisers is still heavily in the process of setting up, Marshan told last week's FPA Professionals Congress. It may not be until 2020 when the standards will be finalised, he warned. From 1 January 2019 new entrants must be degree-qualified ...

Philanthropy at the heart of planning profession

DARREN SNYDER  |  MONDAY, 27 NOV 2017
... a grueling seven-day, 726-kilometre fundraising ride in Hobart last week in the lead up to the 2017 FPA Professionals Congress and to help those in need. This year ten FPA members also took part in extreme hiking challenges in Tasmania, all in the name ...

Building successful aged care advice businesses

DARREN SNYDER  |  MONDAY, 27 NOV 2017
... advice similar to any other form of financial advice. Speaking at the 2017 Financial Planning Association Professionals Congress in Hobart, Hayes said building a sustainable and profitable aged care financial advice business was achievable if advisers ...

Lapse rates review anxiety unfounded: ASIC

KARREN VERGARA  |  MONDAY, 27 NOV 2017
... leader of the financial advisers team, Joanna Bird, told last week's Financial Planning Association (FPA) Professionals Congress there is "quite a bit of misunderstanding" around the quality of life insurance work the regulator is conducting. Bird said ...

Advisers require entrepreneurial hat

KARREN VERGARA  |  MONDAY, 27 NOV 2017
... Management chief executive Anne Graham urged practice owners at the 2017 Financial Planning Association Professionals Congress to take a close look at how they identify themselves - as a financial planner or a business owner. For some time, Hawthorn-based ...

The age of algorithmic advice

KARREN VERGARA  |  FRIDAY, 24 NOV 2017
... executive of global consultancy firm Tomorrow, Mike Walsh, told the 2017 Financial Planning Association Professionals Congress that sweeping technological change driven by complex algorithms is nothing to fear as it's simply "not unique." Walsh said ...

Big bedrooms pose challenge for planners

DARREN SNYDER  |  FRIDAY, 24 NOV 2017
... The Demographics Group managing director Bernard Salt told the 2017 Financial Planning Association (FPA) Professionals Congress that the changing nature of Australian households will also have consequences for the delivery of financial advice. "We're ...

Perth planner named Professional of the Year

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... Several of the highest honours in financial planning were awarded at the Financial Planning Association Professionals Congress in Hobart today, attended by about 1100 delegates. It was a double whammy win for Perth-based Capital Partners Private Wealth ...