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Showing 1 - 10 of 982 results for "Financial Planning Association"

‍Padua recruits tech professional

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
... Australian Retail Credit Association and held senior roles at AMP, Asteron Life, Zurich, and the Financial Planning Association. He reports to Padua's head of data, research and technical advice Rudy Haddad who called the appointment a key move supporting ...

Super moves: TCorp, ESSSuper, Funds SA, Team Super

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... Australia Limited and the Victorian Funds Management Corporation Swanwick's career began in 2001 at the Financial Planning Association of Australia and included roles such as senior compliance manager at Asgard Wealth Solutions and Financial Planning ...

FAAA expands policy team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... members to finalise our formal submission." The FAAA was created in 2023 following the merger of the Financial Planning Association and the Association of Financial Advisers. Today, it is the largest association representing financial advisers in Aus ...

FAAA announces 2024 awards finalists

KARREN VERGARA  |  WEDNESDAY, 9 OCT 2024
... and professionalism. This is the second year the awards take place following the merger of the Financial Planning Association (FPA) and the Association of Financial Advisers (AFA). The finalists for the FAAA CFP Professional of the Year Award are Teneale ...

ETFs dominate client portfolios: Study

KARREN VERGARA  |  WEDNESDAY, 5 JUN 2024
... months. The 208 US-based financial advisers canvassed by the Journal of Financial Planning and the Financial Planning Association (FPA) said cash and equivalents (76%) were the next most-popular recommendations, followed by managed funds (64%), and direct ...

Forged documents see former adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 30 MAY 2024
... An adviser for more than two decades, Nairn was a certified financial planner and member of the Financial Planning Association of Australia, as at the last update to his ASIC FAR record.

Jo-Anne Bloch to chair CSLR

CHLOE WALKER  |  TUESDAY, 27 FEB 2024
Former Financial Planning Association of Australia (FPA) chief executive Jo-Anne Bloch has been appointed by the Albanese government to lead its Compensation Scheme of Last Resort (CLSR). The scheme, which officially kicks off on April 2, aims to give ...

Capital Partners acquires Partnership Wealth Management

CHLOE WALKER  |  WEDNESDAY, 2 AUG 2023
... Western Australia for over 20 years and has twice been named Professional Practice of the Year by the Financial Planning Association of Australia, now Financial Advice Association Australia. The merger marks its first corporate transaction in 20 year ...

FAAA celebrates membership renewals, anticipates more

ANDREW MCKEAN  |  TUESDAY, 4 JUL 2023
... announced that as of June 30, over 80% of eligible practitioner members had renewed across the AFA and Financial Planning Association (FPA). "That such a large percentage of advisers have transferred or renewed their membership is a real vote of confidence ...

King's birthday honours for industry executives

CHLOE WALKER  |  TUESDAY, 13 JUN 2023
... UNHCR in Australia in 2000. Tupicoffs managing dierctor Neil Kendall, who was also the chair of the Financial Planning Association of Australian between 2014 and 2018, received the honour. He is also the founder of Financial Rescue, which assists victims ...
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