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Showing 61 - 70 of 203 results for "CFP"

Brisbane adviser receives top planning award

JAMIE WILLIAMSON  |  FRIDAY, 23 JUN 2017
The top performing student in the final unit of the Financial Planning Association of Australia's CFP program was awarded the Gwen Fletcher Memorial Award for her ongoing commitment to providing quality financial advice. Bronnie Abraham of Brisbane-based ...

FPA expels cheating member

EMMA RAPAPORT  |  THURSDAY, 19 JAN 2017
The FPA has expelled a NAB-aligned member after he was found to have cheated on his CFP exam. A hearing of the association's Conduct Review Commission (CRC) found senior financial planner Shylesh Sriranjan breached the FPA Code of Professional Practice ...

ASIC probe reveals 185 more CBA compo cases

KERRIE SYDEE  |  TUESDAY, 6 DEC 2016
... additional conditions imposed by ASIC on the Australian financial services licences (AFSL) of Commonwealth Financial Planning (CFP) and Financial Wisdom (FW) in August 2014. The report found that as a result of CFP and FW applying the additional conditions ...

FPA philanthropic arm donates $147k

MICHELLE BALTAZAR  |  FRIDAY, 25 NOV 2016
... Endorsed by Amount Multicultural Youth South Australia Inc (Adelaide, SA) MYSA's 'Little Miss Fix It' Program Yee-Wah Hooi-Duran CFP $10,000 Kimberley Group Trainin (Kununurra, WA) KGT Hospitality Program Colleen Walter CFP $10,000 West Moonah Community ...

Education alliances to drive growth: FPA

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
The growth of the financial planning industry hinges on a stronger pipeline of young talent joining the ranks - and that requires forging a relationship with them while they are still in school, said FPA chief executive Dante de Gori. "We need to replenish ...

CBA responds to systemic advice failures

KERRIE SYDEE  |  FRIDAY, 28 OCT 2016
The Commonwealth Bank of Australia will repay more than 65% of the $154 million in required compensation estimated by ASIC. In response to ASIC's report 'Financial advice: Fees for no service', CBA has confirmed it will be refunding $105 million in ...

Advisers see fintech as tool not threat

KERRIE SYDEE  |  FRIDAY, 14 OCT 2016
... delivery of holistic, client-centric financial planning advice. The report was developed from about 1700 survey responses from CFP professionals in 29 territories around the world and from FPSB member organisations in 26 territories. The report highlighted ...

Elders appoints joint state manager

KERRIE SYDEE  |  WEDNESDAY, 14 SEP 2016
... Western Australia." Ward holds an associate degree in accounting, a diploma of financial services (financial planning) and CFP qualifications in financial planning.

Independent body will make new standards simpler: FPA

KERRIE SYDEE  |  FRIDAY, 22 JUL 2016
... apply for a new licence, they submitted with their licence and their qualifications. They had a Masters in Financial Planning, CFP, and degree in economics, they also had been practicing for 12 years and ASIC asked them if they were RG146 compliant. ...

FPA makes key policy and membership appointments

KERRIE SYDEE  |  MONDAY, 18 JUL 2016
... will further strengthen the FPA's policy focus. "I'm delighted to have both Ben and Dimitri in our policy team. They are both CFP professionals with a deep understanding of the intricacies and complexities of the financial planning process."