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Showing 91 - 100 of 100+ results for "Financial Planning Association of Australia"

Dealer groups slam FPA policy

ELIZABETH MCARTHUR  |  THURSDAY, 4 JUN 2020
... Centrepoint, Easton Wealth, CountPlus, Fitzpatricks and Paragem have all criticised the Financial Planning Association of Australia's latest policy proposal. The FPA wants to see AFSLs only responsible for the oversight of product compliance, rather ...

Calls for overhaul of AFSL system

ELIZABETH MCARTHUR  |  WEDNESDAY, 3 JUN 2020
The Financial Planning Association of Australia (FPA) wants a professional registration for individual advisers to replace the current system. Currently, an Australian financial services licence (AFSL) is required to provide advice. FPA chief executive ...

FPA confirms redundancies

ELIZABETH MCARTHUR  |  THURSDAY, 28 MAY 2020
The Financial Planning Association of Australia has unveiled its five-year plan, which includes redundancies. The FPA is calling its new strategy the MAC strategy, focused on members, advocacy and consumers. The plan involves a restructure of the organisation ...

FASEA unclear why advisers are quitting

ELIZABETH MCARTHUR  |  MONDAY, 25 MAY 2020
... enquiries directly from advisers and corresponds with advice associations including the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA), as well as the SMSF Association among others. There are just over ...

FASEA extension en route

HARRISON WORLEY  |  FRIDAY, 22 MAY 2020
... interests offered a mix of responses to the government's decision yesterday. The Financial Planning Association of Australia was pleased, and called on the Senate to "urgently" turn its attention to the FASEA extension bill. "We welcome the exemption ...

FASEA blame game on in earnest

HARRISON WORLEY  |  FRIDAY, 15 MAY 2020
... on June 10, and said Labor had heard from both the Financial Services Union and the Financial Planning Association of Australia about what the legislation means to "ordinary financial planners". "Australians deserve to be able to access affordable financial ...

South Australian wealth firms merge

KANIKA SOOD  |  WEDNESDAY, 13 MAY 2020
... advisory and accounting practice has acquired a private wealth firm that was named the Financial Planning Association of Australia's Professional Practice of the Year in 2018. Perks is expanding its Perks Private Wealth business after acquiring Wotherspoon ...

Government delays RC implementation timeline

HARRISON WORLEY  |  MONDAY, 11 MAY 2020
... $9 billion in early release of super payments to more than 1 million Australians." Financial Planning Association of Australia chief executive Dante De Gori said the FPA welcomed the clarity the decision provided the sector, however the FPA boss asked ...

FASEA extension to pass next week

ELIZABETH MCARTHUR  |  FRIDAY, 8 MAY 2020
In a webinar for the Financial Planning Association of Australia members, assistant minister for superannuation, financial services and financial technology Jane Hume delivered some welcome news about the extension to FASEA requirements. Hume confirmed ...

Former Cbus advice head launches referral program

KANIKA SOOD  |  FRIDAY, 8 MAY 2020
... During his time at Cbus, Harper pioneered Cbus's adviser referral program with the Financial Planning Association of Australia in 2014 for specialised advice that went beyond the intra-fund advice remit. In January, he launched his own firm, called ...