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Showing 101 - 110 of 124 results for "FPA members"

FPA launches PI insurance for members

MICHAEL HOBBS  |  WEDNESDAY, 4 JUN 2008
... the difference in professionalism and obligations between an FPA member and others. The arrangement aims to provide FPA members with the best possible cover and premiums as well as access to top underwriters and a phone number, which provides contact ...

FPA to provide PI insurance to members

MICHAEL HOBBS  |  THURSDAY, 20 MAR 2008
... insurance or consult the FPA's Broker Panel and obtain a plan that met the association's terms and conditions. Bloch said FPA members are concerned with the variety of terms and conditions available and the limitations that come with commercial arrangements. ...

FPA drafts practice principles

MICHAEL HOBBS  |  WEDNESDAY, 12 MAR 2008
... conduct. After a four-month consultation process, the Practice Standards will be introduced in July this year. All FPA members are expected to comply with the standards by July 2009. Matthew Rowe, FPA board director and chair of the Professional Conduct ...

FPA takes it to the grassroots

MICHAEL HOBBS  |  FRIDAY, 22 FEB 2008
... players, to raise awareness of the profession among university students. The Council will design marketing material for FPA members, create programs targeting university students and graduates and developing financial planning mentoring programs. Council ...

Dazza is a dud: FPA survey

CHRIS NICHOLLS  |  TUESDAY, 28 AUG 2007
... need to review our strategy," Bloch said. It was not all bad news, however, with more than a half (57 per cent) of FPA members saying they believed the FPA has changed for the better in the last 12 months. Over half of members surveyed also felt service ...

FPA's Value of Advice Awards 2007

... the group's chief executive, Jo-Anne Bloch. "The standard of entries we received last year showed the high benchmark FPA members have created, and the benefits of seeking advice from a Certified Financial Plannera,c practitioner," she added. "As an FPA ...

FPA checklist to guide members on super switching

HAMISH MADDEN  |  TUESDAY, 20 FEB 2007
... advisers to gather comprehensive relevant information on a client's circumstances before advising on switching super. "FPA members have expressed concerns about the unavailability of some information on clients' current superannuation accounts, which ...

BankWest and ABN AMRO win Best of the Best reverse mortgages

ALEX DUNNIN, HAMISH MADDEN  |  MONDAY, 11 DEC 2006
... Securities and Investments Commission, the Senior Australians Equity Release Association of Lenders (SEQUAL) and its FPA members to better define the association's role in equipping planners to advise on the new product line. "The FPA now appears to ...

FPA should lead not follow: Bloch

The Financial Planning Association's (FPA) chief executive, Jo-Anne Bloch, has called on FPA members to lead the debate on the challenges facing the industry in her opening address at the annual FPA conference today. "We need to lead the debate instead ...

FPA reports finances and enrolments on the up

HAMISH MADDEN  |  TUESDAY, 31 OCT 2006
... ASIC shadow shopping survey and the collapse of Westpoint, among other issues, have made it a challenging year for FPA members - the vast majority of whom deliver a highly professional and valuable service to clients - and for the FPA as a professional ...