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Showing 101 - 110 of 982 results for "Financial Planning Associatio"

Financial adviser levy to drop

JAMIE WILLIAMSON  |  MONDAY, 30 AUG 2021
The federal government has announced the ASIC levy paid by financial advisers will revert back to 2018/19 levels for the next two years, saving the sector at least $46 million. The levy will be restored to $1142 per adviser, as was charged in 2018/19 ...

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
The Compensation Scheme of Last Resort (CSLR) will lock out victims of financial misconduct or fraud who pursue court proceedings - something that is inherently unfair, according to law firm Maurice Blackburn. Maurice Blackburn principal lawyer Josh ...

Industry associations slam last resort scheme

KARREN VERGARA  |  FRIDAY, 13 AUG 2021
Major professional associations have united to rally against the newly proposed compensation scheme of last resort. The Chartered Accountants Australia and New Zealand, CPA Australia, Financial Planning Association of Australia, Institute of Public ...

Colonial First State adds to board

KANIKA SOOD  |  THURSDAY, 5 AUG 2021
Colonial First State Investments Limited and Avanteos Investments Limited have added a former Mercer head of superannuation services to their trustee boards. Jo-Anne Bloch is joining the boards as a non-executive, independent director. She is currently ...

Broken advice industry shuns everyday Aussies: AFA

KARREN VERGARA, ANNABELLE DICKSON  |  THURSDAY, 29 JUL 2021
The alarming rate that financial advice is increasingly becoming unaffordable for everyday Australians further cements the position of the rich and powerful, an inquiry heard this morning. The Association of Financial Advisers president Michael Nowak ...

Advice association shutters

ELIZABETH MCARTHUR  |  TUESDAY, 27 JUL 2021
A financial advice industry association, which had been vocal in boycotting the FASEA exam and fighting to retain life commissions, has shuttered. The United Financial Advisers Association (UFAA), which claimed to have 6000 members, quietly ended operations ...

De Gori to leave FPA

JAMIE WILLIAMSON  |  MONDAY, 26 JUL 2021
Financial Planning Association of Australia chief executive Dante De Gori will step down at the end of the year. De Gori, who has served as chief executive since March 2016, has advised the FPA's board of his intention to leave. He has been with ...

ASIC industry levy to increase

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
Financial advisers will need to fork out an extra 27% to pay the regulator's industry funding levy for the 2021 financial year. Advisers will pay $71.354 million in aggregate or $3138 on a per adviser basis plus a fixed amount of $1500 per licence ...

ASIC prepares licensees for reference checks

KARREN VERGARA  |  WEDNESDAY, 21 JUL 2021
ASIC released more information on what financial advisers can expect from the new reference checking laws, which take effect on October 1. New protocols administered by ASIC requires a licensee recruiting a prospective financial adviser to request a ...