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Showing 171 - 180 of 214 results for "CFP"

Commonwealth Fin Plng compensates investors

ASIC RELEASE  |  WEDNESDAY, 3 NOV 2010
... Financial Planning will implement a major client compensation program after an ASIC investigation. According to ASIC, a former CFP representative employed until July last year potentially breached various sections of the Corporations Act 2001 by providing ...

Planner associations at different stages globally

ELISE BURGESS  |  TUESDAY, 12 OCT 2010
... Taiwan, India, China and France among others. The FPSB sets standards at an international basis particularly as it relates to CFP designation. US associations are promoted as providing regular reporting to members, media monitoring and sustained media ...

Planners cycle for charity

MEDIA RELEASE  |  FRIDAY, 23 JUL 2010
Two of the founding trustees of financial planning foundation, Future2, will cycle 1,250km from Bourke to Sydney to raise money for disadvantaged young Australians. The inaugural BT Future2 Wheel Classic is an initiative of Ray Griffin and Peter Bobbin ...

Commonwealth FP restructures, head departs

RUTH LIEW  |  WEDNESDAY, 21 JUL 2010
... following an internal restructure. A spokesperson from Colonial First State confirmed that Mackay would be leaving his role while CFP transitions to a new business structure. A search is underway for Mackay's replacement, and he will remain in his role ...

FPA board member resigns, airs governance concerns

MICHAEL HOBBS  |  FRIDAY, 11 JUN 2010
... standards to the public. "We've long argued for higher standards than RG 146. We introduced the degree qualification to do the CFP program so I would have said the FPA is a very strong advocate for consumer awareness," she said.

FPA chief to champion planner needs

MICHAEL HOBBS  |  THURSDAY, 27 MAY 2010
... needs to connect with members who are disconnected due to the events of the past couple of years." Ross Curulli, director and CFP at Hall Chadwick, said Rantall has a good understanding of the industry. "Mark has a business practice background, which ...

FPA appoints Rantall to top job

MICHAEL HOBBS  |  WEDNESDAY, 5 MAY 2010
... distribution at Sealcorp, which was renamed Asgard Wealth Solutions. He already chairs the FPA's Certified Financial Planner (CFP) Certification Committee and will officially take over the chief executive role from Deen Sanders in July this year. Jo-Anne ...

Advisers to boost political clout

RUTH LIEW  |  MONDAY, 8 MAR 2010
... 600 principal members, who are Australian financial services licensees: the Small Principals' Forum, chaired by Brad Butler CFP, and the Medium to Large Principal Forum. In response to the AFA LLF initiative, Jo-Anne Bloch, chief executive of the FPA ...

Clearview technical manager jumps to FPA

COMPANY RELEASE  |  WEDNESDAY, 20 JAN 2010
The Financial Planning Association has appointed former Clearview technical services manager Dante De Gori as general manager policy and government relations. FPA chief executive, Jo-Anne Bloch, said De Gori has participated in numerous FPA Committees ...

US reform tightens net on big firms

RUTH LIEW  |  MONDAY, 14 DEC 2009
The US House of Representatives has given government regulators more power to clamp down on "too big to fail" firms that threaten economic instability. Voters have given the green light to a bill to rein in firms seen as "too big to fail", according ...