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Showing 91 - 100 of 979 results for "Financial Planning Association"

PFAN appoints chair, deputy

ANNABELLE DICKSON | WEDNESDAY, 6 OCT 2021

... advice. Beswick is a senior financial adviser at FMD Financial and is a committee member at the Financial Planning Association's Melbourne chapter. She takes over from Nick Hakes, who has stepped down as chair after four years but remains treasurer. ...

Industry calls for expanded CSLR

ANNABELLE DICKSON | WEDNESDAY, 6 OCT 2021

... stronger compensation scheme of last resort ahead of its expected legislation in the coming weeks. The Financial Planning Association of Australia, Association of Financial Advisers, SMSF Association, CHOICE, The Chartered Accountants Australia and New ...

Aussies stick with DIY advice

KARREN VERGARA | TUESDAY, 5 OCT 2021

... a professional adviser, new research suggests. The survey of 2005 respondents canvassed by the Financial Planning Association of Australia's annual Money & Life Tracker found that Aussies want to be masters of their finance destiny as 41% shun the idea ...

Mercer names super services leader

KARREN VERGARA | THURSDAY, 30 SEP 2021

... office's human resources team in 2004 for two years and then became the chief executive of the Financial Planning Association of Australia (FPA) between 2006 and 2010. Mercer Australia chief executive David Bryant said Ross' experience would benefit ...

Mercer superannuation executive resigns

KARREN VERGARA | FRIDAY, 17 SEP 2021

... office's human resources team in 2004 for two years and then became the chief executive of the Financial Planning Association of Australia (FPA) between 2006 and 2010. As change of pace, Bloch spoke to sister publication FS Super about her time at ...

DDO nil-reporting rule scrapped

KARREN VERGARA | THURSDAY, 16 SEP 2021

... DDO will be very challenging. This change will make it a little more manageable," he said. The Financial Planning Association of Australia also welcomed the amendment. Head of policy, strategy and innovation Ben Marshan said given this would have been ...

Lockdowns see uptick in advice seekers

ELIZABETH MCARTHUR | MONDAY, 30 AUG 2021

... prevention services, making access to discrete and effective support even more important." The Financial Planning Association of Australia (FPA) and SMSF Association are both network members of The Separation Guide, as is the Financial Services Institute ...

Financial adviser levy to drop

JAMIE WILLIAMSON | MONDAY, 30 AUG 2021

... commencing in 2022, in consultation with the Department of Finance and ASIC. Responding to the news, Financial Planning Association of Australia chief executive Dante De Gori said the news was welcome. "Today's news will provide some certainty and stability ...

FPA appoints FPEC chair

ANNABELLE DICKSON | MONDAY, 23 AUG 2021

The Financial Planning Association of Australia (FPA) has named Sharon Taylor's replacement as chair of the Financial Planning Education Council (FPEC). Marc Olynyk is a senior lecturer in financial planning and superannuation and director of work integrated ...

CSLR unfairly locks out some victims: Maurice Blackburn

ELIZABETH MCARTHUR | MONDAY, 16 AUG 2021

... AFCA be lifted to $2 million. The Chartered Accountants Australia and New Zealand, CPA Australia, Financial Planning Association of Australia, Institute of Public Accountants, SMSF Association, Association of Financial Advisers, Stockbrokers and Financial ...

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Macquarie AM splashes billions on Applied Digital Corporation

MATTHEW WAI | 12:42PM

Macquarie Asset Management (MAM) has pledged US$5 billion to NASDAQ-listed Applied Digital Corporation, which provides high-performance computing (HPC) data-centre solutions.

Subscription EVs attract HESTA, IFM interest

JAMIE WILLIAMSON | 12:41PM

IFM Investors and HESTA, by way of its mandate with the former, will take a 49% stake in Splend Group, a provider of subscription electric vehicles.

Economist's wishlist: Lower tariffs, bond yields settling

ELIZA BAVIN | 12:07PM

AMP deputy chief economist Diana Mousina has listed her top five wishlist items for 2025, with hopes for lower inflation and avoiding a trade war.

MUFG Pension & Market Services awards tech mandate

KARREN VERGARA | 12:16PM

MUFG Pension & Market Services (MPMS) has awarded Tata Consultancy Services (TCS) a mandate to help transform its retirement solutions business.

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SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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