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Showing 171 - 180 of 982 results for "Financial Planning Association"

Former Cbus advice head launches referral program

KANIKA SOOD  |  FRIDAY, 8 MAY 2020
... restructure. During his time at Cbus, Harper pioneered Cbus's adviser referral program with the Financial Planning Association of Australia in 2014 for specialised advice that went beyond the intra-fund advice remit. In January, he launched his own ...

FPA launches new ROA solution template

ELIZA BAVIN  |  WEDNESDAY, 6 MAY 2020
The Financial Planning Association of Australia has launched a digital version of the Record of Advice (ROA) solution 'template' to support members who have been inundated with requests for advice, following the strong demand for early super access. ...

AIOFP launches fresh campaign, criticises FPA

ELIZABETH MCARTHUR  |  TUESDAY, 21 APR 2020
In launching its latest campaign to retain commissions, the industry body has accused the Financial Planning Association of Australia of taking money from the big banks in return for support. Writing to members, Association of Independently Owned Financial ...

ASIC provides relief around early super access advice

JAMIE WILLIAMSON  |  TUESDAY, 14 APR 2020
... April 7. CPA Australia, Chartered Accountants Australia and New Zealand, the SMSF Association, Financial Planning Association of Australia and the Institute of Public Accountants were all involved in the consultation process. "We have come together and ...

Isolated advisers enter the digital age

ALLY SELBY  |  THURSDAY, 9 APR 2020
... is to pacify their clients and make sure their clients feel that everything is under control." Financial Planning Association of Australia chief executive Dante De Gori applauded financial advisers for stepping up to the challenge. "Just like every other ...

FPA launches benchmarking tool

ALLY SELBY  |  WEDNESDAY, 8 APR 2020
The Financial Planning Association of Australia has today launched an online index set to allow financial planners to benchmark the success of their business relative to their peers. In partnership with global market research consultant CoreData, the ...

Count Financial bolsters leadership team

ALLY SELBY  |  MONDAY, 6 APR 2020
... April 14. Creswell previously worked with Countplus chief executive Matthew Rowe to develop the Financial Planning Association of Australia's code of ethics and professional standards, now used globally through the Global Financial Planning Standards ...

Industry bodies work to ease regulatory burdens

ELIZABETH MCARTHUR  |  FRIDAY, 3 APR 2020
... especially when it comes to early access to super. The Regulatory Burden Taskforce - comprised of the Financial Planning Association of Australia, SMSF Association, Institute of Public Accountants, Chartered Accountants and Certified Public Accountants ...

Australia to lean on super

HARRISON WORLEY  |  MONDAY, 23 MAR 2020
... products" by 50% for the rest of this financial year and 2020-21. The announcement comes after Financial Planning Association of Australia chief executive Dante De Gori called for the government to reduce the annual minimum payment amount for superannuation ...

FPA advocates for reduced pension minimums

HARRISON WORLEY  |  FRIDAY, 20 MAR 2020
The Financial Planning Association of Australia is keeping itself busy amid COVID-19 uncertainty, with chief executive Dante De Gori urging the government to consider moves to ease the pressure on retirees, just weeks after he had an audience with the ...