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| | | ... accumulated members' funds decreased to $11.6 million at June 30, compared to $12.8 million the year prior. FPA chief Sarah Abood said: "The last few years have seen significant change for the financial planning profession - not always for the better." ... |
| | | | ... higher quality of life, have more financial confidence, and are more satisfied with their wealth," FPA chief executive Sarah Abood said. "Regardless of the client's wealth or age, the study found advice promotes and enables better quality of life." |
| | | | ... Association of Financial Advisers chief executive Phil Anderson, Financial Planning Association of Australia chief executive Sarah Abood and SMSF Association chief executive John Maroney. So far, Levy said most of the feedback she's received has ... |
| | | | ... critically important venue to discuss the implications for members and the profession, the FPA said. FPA chief executive Sarah Abood said since the last in-person Congress, there has been huge change both in the financial planning profession and also ... |
| | | | ... profession, ensuring that if money has been lost due to poor advice, compensation will be available," FPA chief executive Sarah Abood said. "We are concerned however that the scope of this scheme does not ensure that consumers are covered for the full ... |
| | | | ... on by the end of the year with a target merger date of January 2023. If it goes ahead, current FPA chief executive Sarah Abood would serve as chief executive while AFA chief executive Phil Anderson would take on a general manager transition role, according ... |
| | | | ... affordable for all Australians starts with making financial planning more affordable to practice," FPA chief executive Sarah Abood said. "There are activities that we're aware ASIC undertakes that have nothing to do with financial planners yet are funded ... |
| | | | ... be eligible for any potential remediation. However, the CSLR has not yet been established, and FPA chief executive Sarah Abood has called for immediate action. "The CSLR needs to be urgently established, yet the drafting we saw in the previous term of ... |
| | | | ... constructively in this process to ensure the continuing professionalisation of financial advice," FPA chief executive Sarah Abood said. "Financial planners currently face considerable uncertainty regarding future professional standards, and many have ... |
| | | | ... consulting community to understand ASIC's expectations." The FPA said similar in its submission, with chief executive Sarah Abood saying: "For example, many licensees and product providers are currently going above and beyond the legal requirements to ... |
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