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Showing 171 - 180 of 718 results for "Glen"

FASEA exam tips from those who passed

ELIZABETH MCARTHUR  |  THURSDAY, 28 NOV 2019
A group of financial planners who recently passed the FASEA exam have offered their tips for success to delegates at the 2019 FPA Congress during a chat with the authority's chief executive, Stephen Glenfield. Glenfield sat with Tupicoffs' Delma Newton ...

FASEA chief to provide update

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
The chief executive of the Financial Adviser Standards and Ethics Authority will address delegates at the FPA Congress, with an update expected. FASEA chief executive Stephen Glenfield will speak as part of a regulatory update, with Julie Berry from ...

AIST finds issues with FASEA code

ELIZABETH MCARTHUR  |  MONDAY, 25 NOV 2019
The Australian Institute of Superannuation Trustees has written to FASEA chief executive Stephen Glenfield seeking clarification on how key points of the Code of Ethics will apply to intra-fund advice. Responding to the guidance on the code, AIST chief ...

Financial planning pioneer to speak at FPA Congress

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
Mitch Anthony, who pioneered life-centered financial advice, will address the annual FPA Congress next week. He spoke to Financial Standard about what advisers can expect from his session. Mitch Anthony has been a thought leader in financial planning ...

AFA calls out FASEA chief inconsistency

ELIZABETH MCARTHUR  |  THURSDAY, 21 NOV 2019
The Association of Financial Advisers general manager, policy and professionalism Phil Anderson has hit back at Financial Adviser Standards and Ethics Authority chief executive Stephen Glenfield, over recognition of CPD. Glenfield made comments at a ...

FASEA attempting to re-write law: AFA

ELIZABETH MCARTHUR  |  WEDNESDAY, 13 NOV 2019
The Financial Adviser Standards and Ethics Authority is using its Code of Ethics to re-write the law rather than providing genuine guidance to financial advisers, the industry association believes. According to the Association of Financial Advisers ...

Ethics code creates confusion around ESG

ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
A debate is raging about what the Financial Advice Standards and Ethics Authority's Code of Ethics means for ESG investing and advising clients on ethical investment options, with FASEA chief executive Stephen Glenfield looking to clarify the issue. ...

International investors chase Australian real assets

HARRISON WORLEY  |  MONDAY, 11 NOV 2019
... towards Australia for its potential to offer long-term, low-risk opportunities." Perpetual Corporate Trust general manager Glen Dogan added the conditions in Australia are ripe for significant investment. "This, coupled with the ongoing strength of the ...

September FASEA exam results in

ELIZABETH MCARTHUR  |  FRIDAY, 8 NOV 2019
The Financial Adviser Standards and Ethics Authority has released the results from the financial adviser exam held in September, which 1697 financial advisers sat. The exam was held in eight metropolitan and nine regional centres between 19 September ...

WTW launches first Australian-domiciled fund, names RE

ELIZA BAVIN  |  MONDAY, 4 NOV 2019
... sustainably, there is a need to group the best ideas together. That is the aim of GEFF." Perpetual Corporate Trust general manager, Glen Dogan, said: "Global providers are looking to replicate their existing strategies in Australia, and are in search ...