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Showing 111 - 120 of 214 results for "Rantal"

FPA to lobby against FoFA redundancy

LAURA MILLAN  |  THURSDAY, 5 DEC 2013
The Financial Planning Association (FPA) will lobby to take the opt-in requirement and other redundancies out of the Future of Financial Advice (FoFA) reforms as soon as the government issues its proposal to amend the legislation. "Opt-in is redundant ...

FPA expects TASA to require "massive" efforts

LAURA MILLAN  |  WEDNESDAY, 4 DEC 2013
The Financial Planning Association (FPA) expects the advice industry and the Tax Practitioners Board (TPB) to go through "a massive matching process" to determine competency requirements for advisers under the Tax Agent Services Act (TASA). FPA chief ...

FPA to hold 2014 Congress in Adelaide

LAURA MILLAN  |  MONDAY, 4 NOV 2013
The Financial Planning Association (FPA) will hold its next annual conference on November 20 to 21, 2014, in Adelaide. The organisation said this year's conference gathered over 1,000 financial planners in Sydney. The most popular sessions were personal ...

University academics to access advice research grants

LAURA MILLAN  |  THURSDAY, 31 OCT 2013
University academics will be able to access financial planning research grants up to $5,000 under an agreement between the Financial Planning Education Council (FPEC) and the Financial Planning Association (FPA). The first round of the grants will be ...

Cbus, FPA explain their referral deal

JAMES FERNYHOUGH  |  MONDAY, 21 OCT 2013
The Financial Planning Association of Australia (FPA) and Cbus explain how their pilot professional advice referral service will work. First of all, it will run from January to June 2014 and be available to Cbus members in Queensland, South Australia ...

Platinum offers $15,000 financial planning scholarship

MARK SMITH  |  THURSDAY, 17 OCT 2013
Platinum Asset Management, together with the Neilson Foundation, has launched a new scholarship for financial planning undergraduates, the Financial Planning Association (FPA) has announced. The scholarships will be offered through five Australian universities ...

FPA and Cbus reach 'landmark agreement'

JAMES FERNYHOUGH  |  TUESDAY, 15 OCT 2013
The Financial Planning Association of Australia (FPA) has entered what it terms a "landmark agreement" with industry super fund Cbus to begin a pilot professional referral service. The terms of the agreement allow FPA member practices to accept referrals ...

FPA reports $1.4 million surplus

LAURA MILLAN  |  FRIDAY, 11 OCT 2013
The Financial Planning Association (FPA) has reported a surplus of $1.4 million for financial year 2012 to 2013. The surplus allows the association to be funded exclusively on membership revenue and without the need for sponsorship or event revenue. ...

International advice meeting to develop new strategies

LAURA MILLAN  |  THURSDAY, 10 OCT 2013
The international Financial Planning Standard Board (FPSB) will look to develop new financial planning strategies during its meeting in Sydney later this month. The FPSB owns the international Certified Financial Planner (CFP) certification program ...

FPA reveals winners of Best Practice Awards

LAURA MILLAN  |  MONDAY, 23 SEP 2013
The Financial Planning Association has revealed the names of this year' winners of the Best Practice Awards. James Kenny has been awarded the Queensland and the National FPA Professional Best Practice Award. Kenny is a mentor to undergraduate students ...