Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 203 results for "CFP"

Vale Tony Bongiorno

KARREN VERGARA  |  TUESDAY, 10 OCT 2023
... specialised in refinancing strategies, tax structures, and self-managed super funds. He was a Certified Financial Planner (CFP), a member of the Institute of Public Accountants, and Certified Practising Accountants (CPA), as well as a Chartered Tax Advisor ...

Former advisers costs CBA $1.2bn in remediation

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2023
... Planning Limited-Pathways. CBA sold Count Financial to Count in October 2019 and stopped providing licensee services through CFP-Pathways and Financial Wisdom in March and June 2020 respectively. During the period, CBA increased its provision for aligned ...

FAAA awards Gwen Fletcher Memorial prize

KARREN VERGARA  |  WEDNESDAY, 14 JUN 2023
... Certified Financial Planner Certification Program was a rewarding experience. "I'm glad I persisted in completing the CFP program because it definitely required a lot of work and rigour to complete," Pham said. "It's quite easy to become distracted ...

FPA, SMSFA launch specialist pathway

CHLOE WALKER  |  THURSDAY, 2 FEB 2023
... Specialist Advisor designation. The express pathway will be available to FPA members holding the Certified Financial Planner (CFP) designation, who will be exempt from completing the nine standard education modules. Instead, they will receive comprehensive ...

AFA, FPA merger in best interests

CASSANDRA BALDINI, CHLOE WALKER  |  THURSDAY, 24 NOV 2022
... The new association will however remain an affiliate of the global Financial Planning Standards Board (FPSB) to continue the CFP designation. According to Sharpe, members can expect for the merger agreement to be signed shortly and the Constitution distributed ...

Winners are grinners: FPA awards

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
... honorary Gwen Fletcher Memorial Award was presented to Canberra-based financial adviser Brigitta Hembrow Gersey. Abood said: "The CFP Certification Program is a rigorous program of study, and to win this award is a real achievement." "Congratulations ...

FPA membership declines, deficit materialises

ANDREW MCKEAN  |  THURSDAY, 3 NOV 2022
... listed on ASIC's Financial Adviser Register (FAR) during 2021/22." On an annual basis there were membership declines across CFP professionals, practitioner members - AFP, associates, allied professional affiliates, leave of absence affiliates, and ...

FPSB names new leader

CHLOE WALKER  |  FRIDAY, 28 OCT 2022
... advocate and pioneer, Noel has been instrumental in paving the way to establish financial planning as a distinct profession with CFP certification its global symbol of excellence." He added: "The value of financial planning and of working with a financial ...

The time is right: AFA chief

CASSANDRA BALDINI  |  FRIDAY, 2 SEP 2022
... scale that we would have." Further, it was confirmed yesterday that the chosen designation for the new entity will be the CFP. Anderson says only a handful are still doing the FChFP due to the significant drop-off prompted by FASEA. "Ever since the FASEA ...

AFA, FPA to explore merger

CASSANDRA BALDINI, JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2022
... years, up until November 2025. After that point all eligible members of the merged entity can stand for election." Further, the CFP designation would be the primary designation of the resulting association and the AFA's Fellow Chartered Financial ...
PREVIOUS
NEXT