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Showing 161 - 170 of 214 results for "CFP"

FPA award winners embrace FOFA

ELISE BURGESS  |  MONDAY, 21 NOV 2011
... association awarding those at the forefront of their industry. Speaking with Financial Standard after their win, Pippa Elliot, CFP, of WA planning firm Momentum Planning and Jim Fenwicke, AFP, Fenwicke Financial Services from NSW, both agreed that the ...

ASIC accepts Commonwealth Financial Planning EU

MEDIA RELEASE  |  WEDNESDAY, 26 OCT 2011
ASIC today announced it has accepted an enforceable undertaking (EU) from Commonwealth Financial Planning Limited (CFP) following an investigation into the provision of advice by some of its financial advisers. CFP is a wholly owned subsidiary of the ...

FPA ad campaign sneak preview released to members

ALISON BEVEGE  |  THURSDAY, 1 SEP 2011
... which has been paid for by a levy on members, will only benefit FPA members. The FPA has about 8000 members of which 5500 are CFP certified. It has said it intends to spend $15 million over five years in advertising to raise its profile.

FPA scores 94pc approval

ELISE BURGESS  |  FRIDAY, 8 APR 2011
... brand and advertising campaign will start later this year to promote the FPA. The FPA has about 8000 members of which 5500 are CFP certified.

ASIC slaps seven-year ban on planner

ELISE BURGESS  |  FRIDAY, 11 MAR 2011
The Australian Securities and Investments Commission (ASIC) has banned former Commonwealth Financial Planning (CFP) adviser, Don Nguyen, from providing financial services for seven years. Nguyen worked as a financial adviser at CFP between 1 October ...

Levy to fund $15m ad campaign

ALISON BEVEGE  |  THURSDAY, 10 MAR 2011
... the campaign as a whole and many said the levy would be worth it. Justin Hooper, managing director of Sentinel Wealth, and a CFP for 12 years said the strategy was a good start, even if memberships fell. "We are at a tipping point in the industry: you ...

FPA to reset membership criteria

ALISON BEVEGE  |  TUESDAY, 8 MAR 2011
... a professional association and an industry association." The organisation says it has about 8000 members of which 5500 are CFP certified. It is to spend $15 million over five years in advertising to raise its profile. Members who are not able to attend ...

No $900 slug for planners: FPA

ALISON BEVEGE  |  MONDAY, 7 MAR 2011
... surfaced this morning after a news story in a trade publication about a member who complained her Certified Financial Planner (CFP) fee of $686 would have risen to $900 per year for the Professional Practice category under the proposed new regime. Mark ...

Rowe takes FPA chair

ELISE BURGESS  |  FRIDAY, 26 NOV 2010
... promote the higher standards and professional standing of FPA practitioner members," said Rowe. A certified financial planner (CFP) and chair-elect of the FPA, Rowe has experience as the owner and managing director of Hood Sweeney, an Adelaide based ...

FPA launches new strategy, brand

JOHN MCDULING  |  THURSDAY, 25 NOV 2010
... 75 per cent of the membership base. The association proposed that membership be restricted to Certified Financial Planning (CFP) professionals and Associate Financial Planners, and that the principal member category be discontinued. "The FPA has long ...