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| | ... advice now to do so in a way that better suits their needs," Levy wrote. Responding to the report's release, Financial Planning Association of Australia chief executive Sarah Abood said it is imperative the government act on the recommendations quickly. ... |
| | | ... financial advice associations have flagged the new name of the proposed entity should their merger go ahead. The Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) will be known as the Financial Advice Association ... |
| | | ... respective members, former chief executives, chairs and presidents of the Association of Financial Advisers and the Financial Planning Association of Australia have unanimously recommended the merger go ahead. In the coming days, members of the associations ... |
| | | ... The letter to Jones was signed by Association of Financial Advisers chief executive Phil Anderson, Boutique Financial Planning Principals Association president David Murdoch, Chartered Accountants Australia and New Zealand group executive Simon Grant ... |
| | | The Financial Planning Association of Australia (FPA) is calling for the government to provide tax-deductible status to all financial advice, no matter the stage. In its pre-budget submission, the FPA acknowledged that the ATO is looking into the tax ... |
| | | ... the years David has built extensive relationships with top tier accounting, auditing, SMSF administration and financial planning firms by helping these businesses to embrace and use technology to benefit client outcomes and drive efficiencies." Commenting ... |
| | | ... Irrespective of the outcome of the upcoming merger vote, the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) will host a combined roadshow event across the country this year. The Combined Association ... |
| | | The member consultation period on a proposed merger between the Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) is due to close on January 31, with members encouraged to provide their feedback before then. ... |
| | | ... the acquisition of Count Financial from Commonwealth Bank. Rowe has also previously served as chair of the Financial Planning Association of Australia, and of its Future2 Foundation, and was appointed a director of the Financial Adviser Standards and ... |
| | | ... insurers, Sequoia said it has "not recognised a contingent asset at this stage." However, its licensee Interprac Financial Planning has added advisers in recent months, which Sequoia said is pushing an expectation that the licensee services business ... |
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