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Showing 101 - 110 of 1887 results for %22Financial Planning Association%22

FPSB names new leader

CHLOE WALKER  |  FRIDAY, 28 OCT 2022
Former Financial Planning Association of Australia chief Dante De Gori has been named as the new head of the global Financial Planning Standards Board. The appointment is effective in January, following the departure of current chief executive Noel ...

FPA seeks broader scope for CSLR

CHLOE WALKER  |  MONDAY, 10 OCT 2022
In its pre-budget submission, the Financial Planning Association of Australia (FPA) has called on the federal government to broaden its proposed compensation scheme of last resort (CSLR) and to extend the ASIC levy freeze for advisers for another year. ...

Advised Aussies better off on all fronts: Study

JAMIE WILLIAMSON  |  WEDNESDAY, 5 OCT 2022
... on all aspects of quality of life and better mental health, according to new research from the Financial Planning Association of Australia. The research, which was conducted by MYMAVINS, compared perceptions of unadvised and advised Australians, measuring ...

ASIC FAR drops as deadline looms

JAMIE WILLIAMSON  |  THURSDAY, 29 SEP 2022
... groups that saw the biggest drop in numbers during the month were Synchron (29), Ord Minnett (16) and Charter Financial Planning (12). The 882 existing advisers that had qualified for the nine-month extension had to have passed the exam by or at the ...

FPA calls for sunset on experience pathway

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2022
Most Financial Planning Association of Australia (FPA) members only support the introduction of an experience pathway if there is a sunset period included. In formulating its submission on the proposed education pathway for experienced financial advisers ...

Padua amplifies research capabilities

CHLOE WALKER  |  TUESDAY, 27 SEP 2022
... Padua following five years as a paraplanner. Prior to that, she worked as a senior financial adviser at Westpac Financial Planning. In her new role, Melbourne-based Brown will report to head of research Benjamin Walsh, who said the appointment comes ...

Adviser of the Year named

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2022
Felicity Cooper from Cooper Wealth Management has taken out the title at the Association of Financial Advisers national conference. Cooper was named the winner of the award, which is sponsored by Zurich, at the AFA's annual gala dinner. The award ...

Female Excellence in Advice Award winner named

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2022
... Rekab Advice has taken out the gong, now in its 10th year. The award, which is presented by both the Association of Financial Advisers and TAL, recognises the talents and contributions of female financial advisers and the work they do with clients, the ...

No surprise advice industry fears ASIC: Panel

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
... while talking to licensees is there's an appreciation that we've got some expertise in the area of financial planning," he commented. "We're more commercial and pragmatic than we have been in the past. And we're trying to move with the ...

Future2 Foundation appoints co-general managers

CHLOE WALKER  |  FRIDAY, 23 SEP 2022
... their newly created roles, Lucy Timms and Madeleine Catlin will work with the board to lead the Financial Planning Association of Australia's charitable foundation in its goal to help disadvantaged young Australians. With over 14 years' experience working ...