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Showing 111 - 120 of 982 results for "Financial Planning Association"

Better Advice regulations hit parliament

KARREN VERGARA | FRIDAY, 25 JUN 2021

... transferring its powers to ASIC. ASIC will be responsible for administering the adviser exam. The Financial Planning Association of Australia (FPA) chief executive Dante De Gori said the FSCP is an important reform for the profession. "Creating a model ...

FPA to manage $1.5m scholarship mandate

KARREN VERGARA | TUESDAY, 15 JUN 2021

The federal minister for women has awarded the Financial Planning Association of Australia a mandate to deliver $1.5 million worth of scholarships. The scholarships, which are part of the Women's Leadership and Development Program, aim to assist more ...

Potential small carve out for annual renewal law

KARREN VERGARA | THURSDAY, 27 MAY 2021

... fee clients, where you need to prepare an estimate and explain the basis of the estimate". The Financial Planning Association of Australian (FPA) and AFA have written to treasury and ASIC about the issue. They listened to the associations' concerns. ...

Former adviser charged with $3.3m fraud

KARREN VERGARA | THURSDAY, 27 MAY 2021

... woman and 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 ...

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

... being heard," 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 ...

ASIC not recommending general advice change

JAMIE WILLIAMSON | WEDNESDAY, 5 MAY 2021

... hypothetically tested a 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' ...

Milford hires from Macquarie

ELIZABETH MCARTHUR | TUESDAY, 4 MAY 2021

... manager for 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 ...

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 ...

Advice association chief steps down

JAMIE WILLIAMSON | THURSDAY, 25 MAR 2021

... degree equivalent requirements, he said. "Similarly, he facilitated our collaboration with the Financial Planning Association, Financial Services Council and other industry stakeholders, via forums such as the AFA/FPA Joint Associations Life Insurance ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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