Search ResultsShowing 1 - 10 of 100+ results for "Financial Planning Association"
FPA launches Tinder for advisers
ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
The Financial Planning Association of Australia has launched a new online service to match Australians with their ideal financial adviser. The Match My Planner service is designed to create matches between clients and advisers. The potential ...
Advice associations weigh in on member interests bill
HARRISON WORLEY  |  FRIDAY, 19 JUL 2019
... riled AustralianSuper earlier in the week, the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) have revealed the two see eye to eye on some, but not all, matters. Both associations said they broadly ...
Former Westpac adviser permanently banned
JAMIE WILLIAMSON  |  WEDNESDAY, 26 JUN 2019
... Luthra was licensed by Westpac from March 2013 to April 2016. He is also a member of the Financial Planning Association of Australia (FPA). Luthra prioritised his interests over those of his clients to maximise the fees and commissions ...
Advice associations meet new minister
HARRISON WORLEY  |  THURSDAY, 20 JUN 2019
... with the government's new superannuation and financial services lead for the first time. The Financial Planning Association of Australia and the Association of Financial Advisers together met with newly appointed Assistant Minister for ...
FPA, AFA partner on life insurance
KANIKA SOOD  |  FRIDAY, 14 JUN 2019
... industry inches towards ASIC's review of the life insurance framework slated for 2021. The Financial Planning Association of Australia and the Association of Financial Advisers will appoint two senior representatives and two adviser members ...
The case for tax deductible advice
JAMIE WILLIAMSON  |  MONDAY, 3 JUN 2019
... SGC [ sic ] simply won't be enough - incentivise the nation to help themselves." The Financial Planning Association of Australia (FPA) has also long supported such a move, believing the cost of advice deters Australians from seeking it. ...
FPA moves to improve adviser mental health
ELIZABETH MCARTHUR  |  FRIDAY, 31 MAY 2019
The Financial Planning Association of Australia (FPA) has launched a free health and wellbeing program providing confidential support from psychologists and counsellors to its members. The FPA Wellbeing program comes amid unprecedented changes in ...
Mercer names administration services lead
KARREN VERGARA  |  WEDNESDAY, 15 MAY 2019
... 2004 and returned in May 2010 as a financial advice leader. She was the chief executive of the Financial Planning Association of Australia between 2016 and 2010. Her successor previously held senior roles at Superpartners across client and fund ...
AFCA changes could impact PI cover cost: FPA
HARRISON WORLEY  |  TUESDAY, 23 APR 2019
The Financial Planning Association of Australia is urging AFCA immediately consider and investigate the potential impact of its proposed legacy claims rule on professional indemnity insurance, with fears the cost of PI cover may rise. The FPA is ...
Industry welcomes tax cuts and surplus
KARREN VERGARA  |  TUESDAY, 16 APR 2019
... the universality of super, noting women receive on average 40% less super than men. The Financial Planning Association of Australia said the Budget was "balanced" and one "for all Australians." The Governance Institute was pleased with the ...
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