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Showing 91 - 100 of 982 results for "Financial Planning Association"

Major legislations hit parliament

KARREN VERGARA  |  FRIDAY, 29 OCT 2021
... the effectiveness of professional indemnity insurance in responding to compensation claims. The Financial Planning Association of Australia said advisers' PI insurance with respect to the scheme looks problematic. The FPA said individual responsibility ...

Better Advice Bill gets green light

KARREN VERGARA  |  FRIDAY, 22 OCT 2021
... launching pad for the profession to evolve to far a better position than we find them in today." Financial Planning Association of Australia chief executive Dante De Gori said this bill is the last major recommendation from the Hayne Royal Commission ...

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
The Financial Planning Association of Australia unveiled its shortlist of finalists for the upcoming FPA Awards. The ninth annual FPA Awards recognise the outstanding achievements of financial planners, paraplanners, university students and FPA professional ...

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 ...