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Showing 121 - 130 of 398 results for "Financial Planning Association of Australia"

Gwen Fletcher Award winner named

ELIZABETH MCARTHUR  |  THURSDAY, 12 NOV 2020
The Financial Planning Association of Australia (FPA) has announced the winner of its prestigious biannual Gwen Fletcher Memorial Award. Jacob McCudden from Back to Back Financial Planners, an advice business based in the regional town of Young in New ...

CountPlus adds former MLC practice

KARREN VERGARA  |  WEDNESDAY, 11 NOV 2020
... deliver quality advice to clients," he said. O'Toole is a former director of the Financial Planning Association of Australia and founding chair of Godfrey Pembroke's advisory board. Yesterday, CountPlus announced it sold its 61.28% interest in ...

FASEA urged to clarify in-house product conflicts

ELIZABETH MCARTHUR  |  THURSDAY, 5 NOV 2020
... - without any reference to the specific recommendations made to each client." The Financial Planning Association of Australia (FPA), in its submission, agreed that standard three has some issues. "The FPA remains concerned that the wording of standard ...

FPA announces three board additions

ELIZA BAVIN  |  TUESDAY, 27 OCT 2020
The Financial Planning Association of Australia (FPA) has announced the appointment of three new additions to its board. Kearsten James, Julie Matheson and Julian Place have been elected to the FPA board. James and Place will serve on the board for ...

FS Power50 revealed

STAFF WRITER  |  MONDAY, 26 OCT 2020
... team. The list was also screened by the Association of Financial Advisers and the Financial Planning Association of Australia prior to publishing. There are plenty of new faces on this year's list, with 23 advisers appearing in the FS Power50 for ...

Calls to axe TPB for financial advisers

ELIZABETH MCARTHUR  |  FRIDAY, 23 OCT 2020
... of financial advice to more Australians." His views are in line with those of the Financial Planning Association of Australia (FPA). FPA chief executive Dante De Gori recently said that the establishment of a new single disciplinary body for financial ...

Cost of advice soars as red tape grows

ELIZA BAVIN  |  WEDNESDAY, 21 OCT 2020
... showing the average cost for a Statement of Advice has increased 10% in 12 months, the Financial Planning Association of Australia (FPA) is warning of the detrimental impact ongoing reform is having on financial advisers and consumers. The FPA said the ...

Sam Henderson sentenced

ELIZABETH MCARTHUR  |  TUESDAY, 20 OCT 2020
... would have seen the client $500,000 worse off. When that client complained to the Financial Planning Association of Australia, Henderson allegedly called her "aggressive" and "nit-picking". Commissioner Kenneth Hayne did not accept Henderson's defence ...

FPA renews calls for advice definition changes

ANNABELLE DICKSON  |  THURSDAY, 8 OCT 2020
The Financial Planning Association of Australia (FPA) is once again calling on lawmakers to change the term 'general advice' to diminish client confusion and enhance confidence in the industry. Instead of 'general advice', the FPA is recommending it ...

Pandemic proves value of advice: FPA

ANNABELLE DICKSON  |  TUESDAY, 6 OCT 2020
... integral in highlighting the value of financial advice, according to new research. The Financial Planning Association of Australia's (FPA) inaugural Money & Life Tracker: COVID Edition reveals Australians with financial advisers were not financially ...