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Showing 111 - 120 of 1887 results for %22Financial Planning Association%22

Still work to do on QAR: Levy

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
... first time to a panel comprising 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 ...

Burgeoning challenges of the advice industry: Padua

ANDREW MCKEAN  |  THURSDAY, 22 SEP 2022
Padua Solutions co-founder and co-chief executive Anne-Marie Esler explained to the audience at the Association of Financial Advisers' (AFA) Thrive Conference that there are four key challenges facing the financial services industry. There are four ...

The untold story of adviser education

ANDREW MCKEAN  |  THURSDAY, 22 SEP 2022
... the last three and a half years, nearly 14,000 students have completed or are in the progress of completing financial planning qualifications. There was a total of 8659 qualification completions and nearly 5000 qualifications in progress. Highlighted ...

A year of change: Phil Anderson

CASSANDRA BALDINI  |  THURSDAY, 22 SEP 2022
Association of Financial Advisers (AFA) chief executive Phil Anderson believes this year may finally be one of positive change. "We're out there seeing things that are going to make it easier for advisers to provide quality advice to their clients ...

AFA president positive on industry outlook

ANDREW MCKEAN  |  WEDNESDAY, 21 SEP 2022
... providers being able to provide financial advice. In closing, referring to the merger between the Financial Planning Association of Australia and AFA, Perera said he is extremely enthused about the organisations' next chapters. "The AFA needs to evolve ...

AFA Thrive Conference kicks off

CASSANDRA BALDINI  |  WEDNESDAY, 21 SEP 2022
The Association of Financial Advisers' national conference is back in-person for the first time in three years, taking place on the Gold Coast. Delegates were welcomed to the conference by hosts Cara Williams from Sufficient Funds and Tim Ross from ...

The time for change is now: Jones

CASSANDRA BALDINI  |  WEDNESDAY, 21 SEP 2022
Assistant treasurer and minister for financial services Stephen Jones has told the Association of Financial Advisers' THRIVE Conference that now is the time for change in the advice sector. Appearing via video link on the opening day of the conference ...

FPA Congress a chance to 'reunite, reset'

CHLOE WALKER  |  FRIDAY, 16 SEP 2022
As its first in-person conference in three years, a 'Reunite, Resest' theme will underpin the Financial Planning Association of Australia's (FPA) Professionals Congress later this year. Held in Sydney on November 23-24, the Congress will host a range ...

Ex-Synchron boss appointed head of Libertas

CASSANDRA BALDINI  |  WEDNESDAY, 14 SEP 2022
... Synchron general manager Phil Osborne has been appointed to head up Sequoia Financial Group's licensee, Libertas Financial Planning. Osborne, who resigned from Synchron in June after just five months, will support the ongoing development of advisers ...

AFA award finalists named

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
... Adviser of the Year award and the Female Excellence in Advice (FEIA) award have been announced by the Association of Financial Advisers (AFA), Zurich and TAL. Charles Badenach from Main Street Financial Solutions, Felicity Cooper from Cooper Wealth Management ...