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Showing 51 - 60 of 203 results for "CFP"

Former FPA chief steps down from board

JAMIE WILLIAMSON  |  THURSDAY, 1 MAR 2018
... proposed industry and government reforms. "He has also helped grow both the Certified Financial Planner mark and number of CFP professionals in Australia." Rantall has been replaced by Jane Bowd as a non-elected, independent director. She is currently ...

FPA optimistic CFP will get FASEA tick

JAMIE WILLIAMSON  |  FRIDAY, 23 FEB 2018
... Financial Planner designation as a suitable bridging course for existing financial advisers. FPA chair Neil Kendall said the CFP is not a qualification and therefore cannot be recognised by FASEA as a degree. But he added there is no foreseeable reason ...

FPEC chair steps down

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... new figures from the Financial Planning Standards Board (FPSB), the global licensing body of Certified Financial Planner (CFP) professionals, reported a 3.2% rise in the number of qualifications in 2017. The FPSB network added 15,726 CFPs, bumping the ...

Financial services pay top dollar for compliance, IT skills

KARREN VERGARA  |  FRIDAY, 2 FEB 2018
... time offering attractive career opportunities. In financial planning and wealth management, a Certified Financial Planner (CFP) with more than five years' experience can earn between $130,000 and $160,000 per annum in NSW, while the head of advice can ...

The next generation of adviser and client

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
... female, that number has not changed for the last 15 years despite a growth of almost 80% in the number of advisers attaining the CFP designation. Additionally, women currently only account for 36% of students enrolling to study financial planning. Crucial ...

Financial advice crucial to industry fund members: Cbus

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
... financial planning in the New Year through its partnership with the FPA. Members of Cbus can engage a Certified Financial Planner (CFP) for comprehensive advice, with Cbus head of advice and retirement Greg Harper saying it is now more important than ...

Big 4, AMP fork out massive compensation bill

KARREN VERGARA  |  MONDAY, 18 DEC 2017
AMP and the big four banks refunded customers $215.9 million for charging ongoing advice fees that failed to provide actual general or personal advice. ASIC said this was in addition to the fees-for-no-service compensation figures identified in Report ...

Perth planner named Professional of the Year

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... financial planning. The Gwen Fletcher Memorial Award, which salutes the highest performing student in the final unit of the CFP Certification Program, went to Michael Forer from Next Level Financial Services. Bronnie Abraham from Brisbane-based advice ...

Planners divided on mental health advice

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
... opinion." Health & Finance Integrated chief executive William Johns shares a different view. A 2016 Financial Planning Association CFP Professional of the Year Award nominee, Johns has completed a Master of Disability Policy and Practice from the Flinders ...

FPA reveals annual award finalists

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
... 23 November, and the finalists are as below: FPA CERTIFIED FINANCIAL PLANNER(R) Professional of the Year Award Paul Benson CFP(R) - Guidance Financial Services Michael Hayward CFP(R) - Capital Partners Consulting Robert Zammit CFP(R) - RSM Financial ...