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| | | In offering an update on the proposed merger with the Association of Financial Advisers (AFA), Financial Planning Association of Australia (FPA) chair David Sharpe said he is hoping to have the full support of members and, despite speculation, a new ... |
| | | | Appearing at the FPA Congress today, ASIC senior executive leader Leah Sciacca explained that all financial advisers will need to register with the ASIC Financial Services and Credit Panel, in addition to being registered on the Financial Advisers Register. ... |
| | | | ... Matthew Kanizay of Deakin University. The honorary Gwen Fletcher Memorial Award was presented to Canberra-based financial adviser Brigitta Hembrow Gersey. Abood said: "The CFP Certification Program is a rigorous program of study, and to win this award ... |
| | | | Despite the uncertainty facing the financial advice sector, Financial Planning Association of Australia chief executive Sarah Abood says she's never felt more optimistic about the future. Welcoming more than 1200 delegates to the 2022 FPA Professionals ... |
| | | | The Connectivity Network aims bring participants together to streamline and simplify the advice execution process, thereby increasing the number of clients advisers can serve. It will directly connect platforms and insurance providers with advice softwares. ... |
| | | | The Financial Planning Association of Australia's (FPA) Professionals Congress is back for the first time in person in three years. Kicking off tomorrow at Sydney's ICC with the theme 'Reunite, Reset', Congress chair Marisa Broome said the event ... |
| | | | Michelle Levy has responded to suggestions there's been minimal financial adviser input to the Quality of Advice Review, saying there's a lot more going on behind the scenes than people realise. Speaking on the Financial Standard podcast, Levy ... |
| | | | ... can't I need to give discretion to the provider and employ a person who I can trust'. That's where the financial adviser would come in." She made clear that the process won't be standardised and will be left up to the entity to manage. ... |
| | | | Insignia Financial has made enhancements to its advised super, pension, and investment Expand wrap products, affording financial advisers greater management flexibility. As part of its simplification and transformation program, Insignia has introduced ... |
| | | | ASIC has banned former financial adviser Richard Thomas Marshall from providing financial services for six years, and his wife Gwenda Jean Marshall for three years for operating unlicensed and removing money from a deceased client's account. An ASIC ... |
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