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Showing 101 - 110 of 953 results for "FPA"

Advice firm merges with boutique

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... 50 and also won the Financial Planning Association's Distinguished Service Award for her contribution to the board of the FPA, after the expiration of her term in November. APT Wealth Partners noted the merger demonstrates its commitment to growth and ...

Hume promoted to cabinet

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... welcomed Hume's expanding role and said she has achieved any things for the industry. "Senator Hume has worked closely with the FPA over the past year and achieved a number of positive results for the profession," he said. During this time, Hume has ...

Key advice reforms tabled

KARREN VERGARA  |  THURSDAY, 10 DEC 2020
... to see the government has made significant changes to the annual renewal arrangements in response to concerns raised by the FPA in relation to the annual renewal notice and anniversary date operation," he said. "These changes demonstrate positive outcomes ...

Government to wind up FASEA

KARREN VERGARA  |  WEDNESDAY, 9 DEC 2020
... mandatory professional standards, investigating potential breaches of mandatory standards and law, and applying discipline," FPA chief executive Dante De Gori said. Association of Financial Advisers chief executive Philip Kewin echoed similar sentiments. ...

FPA appoints director

ANNABELLE DICKSON  |  TUESDAY, 1 DEC 2020
The Financial Planning Association of Australia (FPA) has appointed a former KPMG partner to its board and chair of the audit and risk committee. Diana D'Ambra has joined the board following the resignation of Paul Ruiz after serving nearly two years ...

Government backs disciplinary body in principle

KARREN VERGARA  |  MONDAY, 30 NOV 2020
... Planning Association of Australia said it welcomed the release of the independent review with respect to Recommendation 7.1 FPA chief executive Dante De Gori said it acknowledges the government's support to improve the effectiveness of the TPB as ...

FPA announces 2020 award winners

KANIKA SOOD  |  THURSDAY, 26 NOV 2020
An adviser from Western Australia has won the FPA Certified Financial Planner Professional of the year award, as the association announces its 2020 award winners. Zacary Leeson of HPH Solutions took home the award as an acknowledgment to positive impact ...

FPA board member joins new firm

ELIZABETH MCARTHUR  |  THURSDAY, 19 NOV 2020
Financial Planning Association of Australia (FPA) board member Julie Matheson has joined Peloton Partners. The Melbourne based financial services consultancy was founded by Rob Jones and Michael Harrison, both former Shadforth financial advisers. Matheson ...

Financial adviser reference checks under scrutiny

ELIZABETH MCARTHUR  |  THURSDAY, 19 NOV 2020
... Association of Australia threw its weight behind the proposed protocol. In its submission on the proposed legislation, the FPA suggested reference checking should go further than just looking at those financial advisers giving personal advice. "The FPA ...

Advice firms need technology to survive: FPA

ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
... technology will be crucial to the sustainability of advice firms, new research shows. The Financial Planning Association's (FPA) recent survey undertaken by CoreData found that just over half of financial advisers surveyed (50.7%) believe advice businesses ...