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| | ... AFA's proud 76-year history as well as the FPA's background of providing the globally recognised Certified Financial Planner designation." Also, last week, as previously reported by Financial Standard, the FPA recorded a deficit of $1.2 million ... |
| | | Retirement is overwhelmingly concerning Australians, with a nationally representative Finder survey showing over 12 million people harbour longevity risk worries. The survey said 28% of respondents don't think they'll have enough super to stop ... |
| | | The Financial Planning Association of Australia's (FPA) membership has fallen to 10,954 members from 11,811 last year, and the association has recorded a before-tax deficit of $1.2 million for the year ended June 30. FPA member numbers decreased ... |
| | | ... Commission recommendation was that there be a central registration, and a requirement to be on that register to be a financial planner one of the sanctions available to the single disciplinary body would be to remove a person from the register but effectively ... |
| | | The private asset manager has acquired Clearwater Portfolio Management, taking its total funds under management to just under $500 million. Clearwater Portfolio Management is a boutique based in Byron Bay which runs the Clearwater Dynamic Portfolio. ... |
| | | ... certification its global symbol of excellence." He added: "The value of financial planning and of working with a financial planner who has committed to competency and ethical standards, like a CFP professional, is becoming increasingly important with ... |
| | | ... financial control (28%) and improved financial freedom (27%). "Australians with an active relationship with a financial planner are better off in multiple ways. They suffer less financial stress, enjoy a higher quality of life, have more financial confidence ... |
| | | Most Financial Planning Association of Australia (FPA) members only support the introduction of an experience pathway if there is a sunset period included. In formulating its submission on the proposed education pathway for experienced financial advisers ... |
| | | As its first in-person conference in three years, a 'Reunite, Resest' theme will underpin the Financial Planning Association of Australia's (FPA) Professionals Congress later this year. Held in Sydney on November 23-24, the Congress will host a range ... |
| | | Six of the largest financial institutions have paid or offered a total of $3.6 billion in compensation to consumers over fees for no service and non-compliant advice. The new stats come as the Financial Planning Association of Australia calls for an ... |
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