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Showing 1011 - 1020 of 4062 results for "Financial Planning"

FPA honours top advisers

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
The Financial Planning Association of Australia kicked off its annual conference in Sydney yesterday afternoon by honouring outstanding professionals in the industry. Perth-based Michael Carmody of Viva Wealth took out the coveted FPA Certified Financial ...

Aussie banks underestimated difficulties of advice: Hartzer

HARRISON WORLEY  |  THURSDAY, 22 NOV 2018
... The Royal Commission heard today that Australia's banks underestimated the amount of change required to make financial planning "work" within their existing businesses. Continuing his appearance at the Royal Commission, Westpac chief executive Brian ...

Philanthropic foundation names new chair

DARREN SNYDER  |  WEDNESDAY, 21 NOV 2018
... welcoming a new chair. The new Future2 Foundation chair is Petra Churcher. She was previously chair of the Financial Planning Association's South Australian chapter, as well as a member of the regional chapter committee. She was a Future2 ambassador ...

FASEA listens as advice industry combs blueprint

DARREN SNYDER  |  TUESDAY, 20 NOV 2018
... the authority is listening to its advice industry constituents. The Association of Financial Advisers, the Financial Planning Association of Australia and the SMSF Association have all flagged FASEA's recognition of prior learning as a major talking ...

Code of ethics still the main game: FPA

DARREN SNYDER  |  MONDAY, 19 NOV 2018
Financial Planning Association of Australia head of policy and standards Ben Marshan said the FASEA-led Code of Ethics remains the biggest game changer to the advice industry. Speaking at the Challenger Financial Standard Technical Services Forum on ...

FASEA clarifies adviser exam rules

DARREN SNYDER  |  MONDAY, 19 NOV 2018
... framework for how the industry will evolve into the future - for the benefit of both advisers and consumers." The Financial Planning Association of Australia (FPA) will host FASEA's Glenfield at the 2018 FPA Professionals Congress this week in Sydney. ...

New degree tackles adviser education standards

KARREN VERGARA  |  FRIDAY, 16 NOV 2018
UTS Business School is introducing a new postgraduate financial planning course in 2019 to meet increased adviser demand resulting from FASEA's education standards. The Master of Financial Planning will be suitable to new entrants to the industry ...

ASIC bans Perth adviser

KANIKA SOOD  |  THURSDAY, 15 NOV 2018
... right to ask the Administrative Appeals Tribunal for a review of ASIC's decision. Wilson has a diploma of financial planning and was a member of the Association of Financial Advisers (AFA). He worked at Lifenet (WA) Financial Advice. Prior to this ...

FPA fines Henderson $50k

KARREN VERGARA  |  WEDNESDAY, 14 NOV 2018
The Financial Planning Association of Australia slapped a $50,000 fine on former member Sam Henderson for breaching its professional code of conduct nine times. The FPA's independent disciplinary body, the Conduct Review Commission (CRC), determined ...

When aged care advice takes an emotional toll

KARREN VERGARA  |  TUESDAY, 13 NOV 2018
... "review everything" in order to avoid hidden fees and charges, she said. Also presenting at the event, Elders Financial Planning financial adviser Wayne Fenton spoke about retirement planning strategies to help clients navigate through a "minefield of ...