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Showing 91 - 100 of 124 results for "FPA members"

ASIC blocks $2m Storm bonus

MEDIA RELEASE | THURSDAY, 5 FEB 2009

... investigation, the Financial Planning Association (FPA) is also conducting its own investigation on the firm's planners who are FPA members.

... investigation that may have revealed some of the issues prior to Storm Financial catching the headlines, said Bloch. FPA members and the general public can make a formal complaint to the association using an email, letter or on the phone. Bloch said ...

FPA heads to eye of Storm

MICHAEL HOBBS | MONDAY, 2 FEB 2009

... investigations, one against Storm Financial as a principal member and another against the financial planning firm's individual FPA members in November. The investigation into Storm Financial was cut short when the firm went into voluntary administration ...

Storm staff lose jobs

MICHAEL HOBBS | FRIDAY, 16 JAN 2009

... contacted the FPA seeking employment assistance, adding only around 15 per cent of the firm's financial planners are FPA members. "[Storm's financial planners] basically haven't asked for any help. That's not to say we won't provide it, but they will ...

Clients come first: FPA

RUTH LIEW | THURSDAY, 20 NOV 2008

... point to our members, one reference point for the community, so that everyone understands just what the bar is for FPA members, and what we actually undertake to do as members," said Bloch. The new code was introduced in a bid to improve the image of ...

FPA names board

MICHAEL HOBBS | THURSDAY, 9 OCT 2008

... executive of Westpac Financial Planning and has also been on the FPA Legislation and Regulation Committee for nine years. FPA members also elected Andrew Waddell as large principal members representative and Louise Lakomy as small principal members representative. ...

FPA members demand stronger voice

MICHAEL HOBBS | TUESDAY, 16 SEP 2008

Leading financial planning dealer groups want the Financial Planning Association (FPA) to take a harder stance on key industry issues and collaborate more with its members. Robbie Bennetts, Professional Investment Services chief executive, said the ...

FPA signs 10 to PI service

MICHAEL HOBBS | FRIDAY, 12 SEP 2008

... be with PI, you need to make sure it covers your business," he said. Sanders said prior to launching the service, FPA members told him they were disappointed with the PI arrangement they had negotiated. He said the industry body had already received ...

FPA reviews award categories

MICHAEL HOBBS | WEDNESDAY, 13 AUG 2008

... set out," Bloch said. As a result, a Fellow is defined as an honorary award that overlays membership status. Only FPA members can apply and applicants must have significantly contributed to the financial planning profession and the community. The Distinguished ...

New era in fee disclosure

MICHELLE BALTAZAR | TUESDAY, 5 AUG 2008

... Principle One, the principle relating to cost of advice, has the biggest impact on the industry because it dictates that FPA members have to disclose, on a regular basis (at least once a year), any ongoing advice fees paid by all clients. This principle ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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