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Showing 81 - 90 of 2251 results for "Financial Planner"

WealthO2 rolls out rebrand

JAMIE WILLIAMSON  |  MONDAY, 4 APR 2022
... the industry. Legacy providers have been replaced by product style platforms who have lost their focus on the financial planner," Whelan said. "At DASH, we see ourselves as a technology partner, rather than a product which platforms have now morphed ...

Mixed reviews for advice industry reviewer

KARREN VERGARA  |  MONDAY, 14 MAR 2022
Lawyer Michelle Levy's appointment in overseeing the Quality of Advice Review has received a mixed reception from the financial advice industry. The Association of Independently Owned Financial Professionals executive director Peter Johnston called ...

Winner of Gwen Fletcher Memorial Award 2022 announced

ELIZABETH MCARTHUR  |  WEDNESDAY, 2 MAR 2022
... providing client advice and removing financial stress from peoples' lives, which was a key motivation to become a financial planner," she said. "Having lived in multiple countries, a certification that is recognised worldwide is really important to me. ...

FPA pushes for advice law simplification

KARREN VERGARA  |  WEDNESDAY, 2 MAR 2022
Heavy-handed regulations puts financial advisers at significant risk of breaching the law, according to the Financial Planning Association of Australia, which is urging the government to strip out layers of complexity in the latest round of reforms. ...

Aussie CFPs move toward 5000

KARREN VERGARA  |  WEDNESDAY, 23 FEB 2022
Australian Certified Financial Planners added 164 professionals to the fold last year, taking the total to nearly 5000. The Financial Planning Association of Australia, which is the certification body for the CFP designation in the country, recorded ...

Retirement Income Covenant, CCIV reforms pass

KARREN VERGARA  |  FRIDAY, 11 FEB 2022
Two long-awaited reforms, the Retirement Income Covenant and Corporate Collective Investment Vehicle regime, passed parliament yesterday. Superannuation funds will have to provide a retirement income strategy for members to assist them in their later ...

FPA calls for stronger experience pathway

KARREN VERGARA  |  FRIDAY, 4 FEB 2022
The Financial Planning Association of Australia said it does not agree with the proposed changes to the experience pathway, claiming it would undermine the road to professionalism. Newly appointed chief executive Sarah Abood criticised the federal government's ...

Synchron appoints compliance lead

ELIZABETH MCARTHUR  |  FRIDAY, 4 FEB 2022
... commerce (majoring in financial planning) and law (majoring in enterprise governance). He also holds the Certified Financial Planner (CFP) designation and has been a director and responsible manager for several financial services licensees.

CFP Board welcomes new chair

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
The professional body for personal financial planners in the US welcomed its new chair this year. Kamila Elliott took the helm of the CFP Board, becoming the first African American to serve as the chair. Elliott is currently the president of Grid 202 ...

Labor promises to recognise adviser experience

KARREN VERGARA  |  FRIDAY, 10 DEC 2021
... adviser does not have a degree," Fox said. She pointed out that working in markets is different from being a financial planner, which means the educational focus on financial planning degrees excludes much-needed expertise. "In stockbroking, there are ...