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Showing 2001 - 2010 of 5853 results for "Profession"

Planners heed SMSF risk warning

JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2019
Are you effectively communicating the importance of diversification to your SMSF clients? Delegates have been warned how to avoid triggering the ATOs radar. Aaron Dunn, who is the chief executive of Smarter SMSF, has provided an update on SMSF regulation ...

Planners can prevent financial abuse

ELIZABETH MCARTHUR  |  FRIDAY, 29 NOV 2019
At the FPA Professionals Congress speakers who specialise in protecting vulnerable, elderly and disabled people from financial abuse shared how planners can be part of the solution. Anne McGowan, chief executive of Protecting Seniors Wealth, started ...

AFCA reveals approach to Code of Ethics compliance

JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2019
... interests first and that they act in a way that is consistent with the values and standards expected of a member of a profession, Smith said. "Fairness underpins everything we do at AFCA. In assessing what is a fair resolution of any complaint, AFCA ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... their seventh year, the awards highlight individuals and businesses going above and beyond for their clients and the profession. Andrew Dunbar CFP® of Apt Wealth Partners has been recognised as the Certified Financial Planner of the Year, while Perth's ...

New social network for advisers

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
... forum for financial planners has launched in response to the need for community in a period of immense change for the profession. Introduced by the Financial Planning Association of Australia at the 2019 FPA Congress, the FPA Community platform will ...

FPA consults on future of advice, policy initiatives

JAMIE WILLIAMSON  |  WEDNESDAY, 27 NOV 2019
... industry over the next five years. The issues covered by the paper - titled Evolution of Advice: The Financial Planning Profession from 2020 to 2025 - include the affordability of advice, how planners interact with clients and the overall health of the ...

Paraplanners tackle compliance challenges

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
The role of paraplanners in compliance has been highlighted at the FPA Congress, with discussion turning to the FASEA Code of Ethics which continues to present complications. Nadia Docker is director, client engagement at Integrity Compliance and part ...

Perpetual expands risk advisory capabilities

ELIZA BAVIN  |  WEDNESDAY, 27 NOV 2019
Perpetual picked up a Melbourne-based specialist risk advisory business. Perpetual has acquired Priority Life, a specialist risk advisory business with a strong focus on medical practitioners, professionals and business owners, to strengthen its risk ...

Countdown to FPA Congress

JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2019
Heading along to the 2019 FPA Congress in Melbourne this week? Still unsure of what you're looking to get out of it? Congress chair Michelle Tate-Lovery is here to help. This year's Congress, taking place at the Melbourne Convention Centre from tomorrow ...

Politician urges Treasurer to protect advisers

ELIZABETH MCARTHUR  |  FRIDAY, 22 NOV 2019
... study they have to under the Financial Adviser Standards and Ethics Authority changes. "Older advisers entered the profession at a time when degrees were uncommon and courses from that time are now not recognised by FASEA," Steggall wrote. "In the case ...