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Showing 61 - 70 of 948 results for "FPA"

FPA calls for stronger experience pathway

KARREN VERGARA  |  FRIDAY, 4 FEB 2022
... planner could technically be qualified with only a two-day course, with no timeframe for that to change. For this reason, the FPA does not support the proposed 10 years of experience in the past 12 years pathway as proposed." In its response to the education ...

Shoddy exam feedback fuels adviser stress

KARREN VERGARA  |  WEDNESDAY, 22 DEC 2021
... exam to discuss issues or questions. "[And] both members and FASEA have confirmed these conversations have occurred," the FPA said in a statement. The Association of Financial Advisers commented: "It remains a fact that those who have continued to fail ...

FPA names new chief executive

KARREN VERGARA  |  THURSDAY, 9 DEC 2021
... between 1988 and 1997 after which she joined Rothschild Australia Asset Management as manager of premier adviser service. FPA chair Marisa Broome said Abood impressed the board with her deep understanding of the financial planning profession, and the ...

FPA overcharges members

KARREN VERGARA  |  WEDNESDAY, 1 DEC 2021
... Financial Planning Association of Australia has admitted to overcharging members but declined to reveal exactly how much. The FPA blamed an administrative error that incorrectly charged a higher fee for a small number of members who upgraded their membership. ...

Future2 commits over $1.5m in grants

CHLOE WALKER  |  TUESDAY, 30 NOV 2021
Future2, the foundation of the Financial Planning Association of Australia (FPA), has announced the awarding of $148,600 in new grants to 15 not-for-profit organisations in 2021. Future2 has now committed over $1.5 million in grants since its inception ...

2021 FPA Award winners revealed

CHLOE WALKER  |  THURSDAY, 18 NOV 2021
The Financial Planning Association of Australia (FPA) yesterday announced the winners of the 2021 FPA Awards. Now in its ninth year, the FPA Awards recognises exceptional financial planners, paraplanners, university students and advice practices from ...

Gwen Fletcher Memorial Award winner revealed

ELIZABETH MCARTHUR  |  TUESDAY, 9 NOV 2021
... winner of the Gwen Fletcher Memorial Award for 2021 has been announced by the Financial Planning Association of Australia (FPA). Sydney-based financial adviser Susan Buda of Brady & Associates Financial Advisers has taken home the award. The Gwen Fletcher ...

FPA launches female mentoring program

ANNABELLE DICKSON  |  WEDNESDAY, 3 NOV 2021
The Financial Planning Association of Australia (FPA) launched the inaugural FPA Women in Financial Planning mentoring program. The program supports women in financial advice to further their careers by matching them with other experienced FPA members. ...

Major legislations hit parliament

KARREN VERGARA  |  FRIDAY, 29 OCT 2021
... Financial Planning Association of Australia said advisers' PI insurance with respect to the scheme looks problematic. The FPA said individual responsibility - in this case by ensuring adequate and appropriate professional indemnity cover is in place ...

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
The Financial Planning Association of Australia unveiled its shortlist of finalists for the upcoming FPA Awards. The ninth annual FPA Awards recognise the outstanding achievements of financial planners, paraplanners, university students and FPA professional ...