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Showing 1901 - 1910 of 4097 results for "financial planning"

FPA Future2 award goes to Kathy Havers

LAURA MILLAN  |  FRIDAY, 21 NOV 2014
The Financial Planning Association of Australia (FPA) has awarded the 2014 Future2 Community Service of the Year Award to Catalyst Financial Group adviser Kathy Havers. The award was announced at the FPA Congress in Adelaide and recognises FPA members ...

Advisers confronted with harsh reality of whistleblowing

LAURA MILLAN  |  FRIDAY, 21 NOV 2014
... it makes a difference, former Commonwealth Bank adviser and whistleblower Jeff Morris told advisers at the Financial Planning Association (FPA) Congress. "There's a moment when you suddenly realise it's you doing it," Morris said, describing the moment ...

Stephen Godfrey awarded FPA adviser of the year

LAURA MILLAN  |  FRIDAY, 21 NOV 2014
Brisbane-based Visis Private Wealth adviser Stephen Godfrey won the Financial Planning Association (FPA) financial planner of the year award presented at the FPA Congress in Adelaide. FPA chief executive Mark Rantall highlighted Godfrey's "fact finding ...

Grandfathering set to become next advice battlefield

LAURA MILLAN  |  FRIDAY, 21 NOV 2014
... Advice (FoFA) legislation. "We are quite confident that we'll get the grandfathering provisions sorted out," Financial Planning Association (FPA) chief executive Mark Rantall told advisers at the FPA Congress in Adelaide. "The priority now is to fix ...

FoFA opt-in to cause advisers biggest headache

JAMES FERNYHOUGH  |  THURSDAY, 20 NOV 2014
... dramatically how we address our clients and how we run our business. It doesn't assist to build confidence on the financial planning process or the political process." However, he added: "But we're living in a democratic environment and that's the way ...

FPA Congress begins amid FoFA unrest

ALICE URIBE  |  THURSDAY, 20 NOV 2014
The Financial Planning Association (FPA) Professionals Congress kicked off in Adelaide this morning, in the wake of the Senate's disallowance of the government's changes to the Future of Financial Advice (FoFA) legislation. "Our professional body has ...

Original FoFA laws take immediate effect

JAMES FERNYHOUGH  |  THURSDAY, 20 NOV 2014
... John Brogden said the disallowance would create a "legal quagmire", and cost businesses millions of dollars. Financial Planning Association chief executive Mark Rantall, meanwhile, said it would have "chaotic effects". Opposition spokesperson for financial ...

Industry furious at financial advice swap

AAP & ALICE URIBE  |  THURSDAY, 20 NOV 2014
... Brogden went further, saying a disallowance would cause havoc to the industry and create a legal quagmire. Financial Planning Association head Mark Rantall said it would have a "catastrophic effect" across the country and continue five years of uncertainty. ...

Genesys advisers looking at all options following wind up

LAURA MILLAN, JAMES FERNYHOUGH  |  WEDNESDAY, 19 NOV 2014
... Rainmaker Information figures. The practices were offered to transition into another AMP licensee such as AMP Financial Planning, Charter Financial Planning, Hillross or ipac. "All options are on the table," one Genesys adviser who asked to remain anonymous ...

Sunsuper taps FPA adviser network

MARK SMITH  |  WEDNESDAY, 19 NOV 2014
Sunsuper and the Financial Planning Association of Australia (FPA) have partnered to form a national advice referral program which connects the fund's members with FPA practices across the country. The partnership sees the fund develop direct relationships ...