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| | The Financial Planning Association of Australia announced who will take over Dante De Gori as chief executive. Sarah Abood takes the post in mid-January 2022, leaving behind her role as chief operating officer of HOPE Housing Funds Management, a not-for-profit ... |
| | | ... designation. A Certified Planning Professional pays $895 per financial year plus a $200 advertising levy. A financial planner pays $595 p.a. while an associate pays $495 p.a. An Association of Financial Advisers member with more than three years' experience ... |
| | | ... development coach and business partnerships manager within AMP Financial Planning. Newman was most recently a senior financial planner with Commonwealth Bank Financial Planning and was previously a strategic financial adviser at Mercer. "These key additions ... |
| | | ... with him to Tribeca, as will an associate. Fradley established Lime FP in 2015. Prior to that, he was a senior financial planner at NAB. Following six years of 60-80 hours a week of hard work as a self-employed practitioner, Fradley said that time has ... |
| | | The role of a financial adviser is set to shift as Australians move away from the dream of early retirement, planning to continue working after the age of 67, according to a new report from Fidelity International and independent research firm, MYMAVINS. ... |
| | | Former AMP financial adviser David Fong and his financial planning company Fong Financial Partners have been charged with engaging in dishonest conduct, following an investigation by the regulator. ASIC alleges in its legal action that in 2014, Fong ... |
| | | ... Partners Private Wealth Advisers (Capital Partners) Principal Kathryn Creasy took home the coveted FPA Certified Financial Planner Professional of the Year Award. The award acknowledged Creasy's outstanding approach to providing comprehensive financial ... |
| | | ... home the award. The Gwen Fletcher Memorial Award recognises the highest performing student in the Certified Financial Planner Certification Unit for each semester, with demonstrable dedication to providing high-quality financial advice. Buda was working ... |
| | | Financial Standard and Deakin University have partnered to improve students' learning experience through the integration of financial advice continuing professional development (CPD), and education capabilities. Financial advisers completing CPD ... |
| | | Two major pieces of legislation have been introduced in parliament, including the Compensation Scheme of Last Resort. The scheme facilitates the reimbursement of up to $150,000 to compensate consumers affected by bad personal advice, credit intermediation ... |
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