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Showing 101 - 109 of 109 results for bloch

Industry catches on to IFSA/FPA code

NICK OLIVER | WEDNESDAY, 24 JAN 2007

... Remuneration, devised two years ago. Licensees and planners appear to have adapted well to the disclosure regime. Jo-Anne Bloch, chief executive officer of the FPA, said, "The review has reinforced the fact that the code is working effectively and that ...

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 appoints GM for standards, certification and education

HAMISH MADDEN | FRIDAY, 27 OCT 2006

... will be mandated to drive professionalism and standards in financial planning, said FPA chief executive officer, Jo-Anne Bloch. "A central priority for the FPA is to drive the development of the financial planning profession. Bringing these areas together ...

Dieters to chair FPA for another year

HAMISH MADDEN | MONDAY, 16 OCT 2006

... would add stability and leadership to the FPA given the relatively recent appointment of chief executive officer, Jo-Anne Bloch, and a fairly new board. In an FPA member ballot four voting member board directors were also elected, being Louise Biti CFPA(R) ...

Challenger board adds two

KATE HAGE | MONDAY, 28 AUG 2006

... entrepreneur Sarina Russo, managing director of the Sarina Russo Group, will join the board along with lawyer and partner of Arnold Bloch Leibler, Leon Zwier. Challenger chairman, Peter Polson, said the extra appointments were necessary to help manage ...

FPA broadens entry to CFP

KATE HAGE | WEDNESDAY, 23 AUG 2006

... been assessed for admission by the FPA, or an advanced diploma in financial services. FPA chief executive officer, Jo-Anne Bloch, said it could lead to higher standards in the profession. "The FPA board believes this decision will encourage more financial ...

FPA preps members on conflicts of interest principles

... Corinna Dieters at the time of the first announcement back in March. FPA's newly appointed chief executive officer Jo-Anne Bloch said, "We've worked on this for a couple of years so this is not a knee jerk reaction by any stretch...I think conflict of ...

FPA CEO formally signs on

HAMISH MADDEN | WEDNESDAY, 14 JUN 2006

The Financial Planning Association (FPA) announced that Jo-Anne Bloch has formally stepped into the role of chief executive officer after her appointment was announced in March. Bloch anticipates spending her first few weeks looking at policy issues ...

FPA appoints new CEO

... The Financial Planning Association (FPA) has appointed a new CEO to replace Kerrie Kelly who departed on 3 March. Jo-Anne Bloch, formerly deputy CEO of the Investment and Financial Services Association (IFSA) from 2002-04 and most recently principal ...

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Aware Super hires head of corporate development

JAMIE WILLIAMSON

The $175 billion superannuation fund welcomed its first head of corporate development as it looks to be a "merger partner of choice" in the industry.

Link Group rebrands as acquisition completes

JAMIE WILLIAMSON

Link Group announced its new name ahead of delisting from the ASX at today's market close.

Crescent Capital sells down ClearView stake

ELIZA BAVIN

ClearView has been alerted that Crescent Capital wishes to sell a major share in the company.

Social media influencers charged for promoting shady investments

ANDREW MCKEAN

Reality TV stars from shows like Love Island, Geordie Shore, and The Only Way Is Essex are due to face Court for pushing unauthorised investment schemes on their followers.

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