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Showing 101 - 110 of 398 results for "Financial Planning Association of Australia"

Former adviser charged with $3.3m fraud

KARREN VERGARA  |  THURSDAY, 27 MAY 2021
... received more tip offs from other alleged victims thereafter. Fineff was a member of the Financial Planning Association of Australia. Sentinel managing director Justin Hooper said in a statement: "Gavin informed me of the allegations on Saturday 14th ...

Draft advice reforms not enough: FPA

JAMIE WILLIAMSON  |  WEDNESDAY, 19 MAY 2021
The Financial Planning Association of Australia used its submission on the single disciplinary body for financial advisers to renew calls to remove the Tax Practitioners Board as a regulator of the sector. While the association welcomed the plan to ...

Advice practices set to benefit from tax cuts

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
... Australian Small Business and Family Enterprise Ombudsman Bruce Billson said. The Financial Planning Association of Australia said it welcomes a number of changes to superannuation and aged care outlined in the budget. "The FPA supports a commitment ...

ASIC not recommending general advice change

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAY 2021
... shortlist of possible alternative labels in a survey sent to 3642 participants. The Financial Planning Association of Australia said it was disappointed ASIC would not be making any recommendations. "While renaming 'general advice' is not a silver bullet ...

Milford hires from Macquarie

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... Queensland. He joins from Centrepoint Alliance and is a longstanding member of the Financial Planning Association of Australia. Prior to his time at Centrepoint, Mackay worked at NAB, MLC and Zurich. Also in Queensland, Rachael Satchell has been appointed ...

FPA launches file note guidance

ELIZABETH MCARTHUR  |  MONDAY, 26 APR 2021
The Financial Planning Association of Australia (FPA) has released new guidance on best practice for file notes. File notes are important as a risk management tool, especially in disputes between clients and financial advisers, and the FPA said recent ...

Adviser levy to increase by 160%

ELIZABETH MCARTHUR  |  FRIDAY, 5 MAR 2021
... additional adviser. Chartered Accountants Australia and New Zealand, CPA Australia, Financial Planning Association of Australia, Institute of Public Accountants and the SMSF Association have now joined forces to slam the hike. They claim the steep increase ...

FPA names Gwen Fletcher Memorial Award winner

ELIZA BAVIN  |  THURSDAY, 25 FEB 2021
The Financial Planning Association of Australia (FPA) has named Melbourne-based financial planner Renato Manias as the first 2021 winner of the Gwen Fletcher Memorial Award. Named after the late "first lady of financial planning", the award recognises ...

FPA calls for levy overhaul

ANNABELLE DICKSON  |  WEDNESDAY, 3 FEB 2021
The Financial Planning Association of Australia (FPA) has recommended a review of the financial advice industry levy ahead of this year's federal budget. The FPA is calling on the government to review the ASIC industry levy and move away from annual ...

Reference checks should cover all advice: FPA

KARREN VERGARA  |  MONDAY, 1 FEB 2021
... anyone that has the ability to influence the financial advice process, according to the Financial Planning Association of Australia. In its submission to ASIC for Consultation Paper 333 Implementing the Royal Commission recommendations: Reference checking ...