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Showing 121 - 130 of 2306 results for "Financial Planner"

FPSB names new leader

CHLOE WALKER  |  FRIDAY, 28 OCT 2022
... certification its global symbol of excellence." He added: "The value of financial planning and of working with a financial planner who has committed to competency and ethical standards, like a CFP professional, is becoming increasingly important with ...

Advised Aussies better off on all fronts: Study

JAMIE WILLIAMSON  |  WEDNESDAY, 5 OCT 2022
... financial control (28%) and improved financial freedom (27%). "Australians with an active relationship with a financial planner are better off in multiple ways. They suffer less financial stress, enjoy a higher quality of life, have more financial confidence ...

FPA calls for sunset on experience pathway

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2022
Most Financial Planning Association of Australia (FPA) members only support the introduction of an experience pathway if there is a sunset period included. In formulating its submission on the proposed education pathway for experienced financial advisers ...

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 ...

Remediation bills revealed amid call for levy freeze extension

JAMIE WILLIAMSON  |  WEDNESDAY, 24 AUG 2022
Six of the largest financial institutions have paid or offered a total of $3.6 billion in compensation to consumers over fees for no service and non-compliant advice. The new stats come as the Financial Planning Association of Australia calls for an ...

CSLR establishment is critical: FPA

CHLOE WALKER  |  FRIDAY, 12 AUG 2022
The Financial Planning Association of Australia (FPA) has called out the urgent need for a broad-based Compensation Scheme of Last Resort (CSLR) following ASIC's recent notice for former Dixon Advisory clients to register any complaints with the ...

Government to review adviser professional standards

JAMIE WILLIAMSON  |  THURSDAY, 11 AUG 2022
The government will soon consult on its election promise to remove tertiary education requirements for experienced advisers and look to make improvements to the Code of Ethics. Assistant treasurer and minister for financial services Stephen Jones announced ...

ETF Securities appoints business development manager

CHLOE WALKER  |  THURSDAY, 30 JUN 2022
... quality investment solutions to his clients. "I am passionate about financial advice," Shanker said. "As an ex-financial planner, I am acutely aware of the compliance and operational challenges facing the industry. I am excited about the prospect of ...

Adviser associations to merge

CASSANDRA BALDINI  |  THURSDAY, 30 JUN 2022
Members of the Authorised Representatives Association (ARA), have voted to close the 40-year-old association and merge with The Advisers Association (TAA). ARA represents around 90 Charter Financial Planning businesses and approximately 250 advisers. ...

Retirement Income Covenant a win for advisers - but for how long?

JAMIE WILLIAMSON  |  THURSDAY, 30 JUN 2022
The long-awaited Retirement Income Covenant comes into effect tomorrow and, with super funds unable to consider members' personal circumstances, there's a view that its introduction could significantly impact the financial advice sector - but ...