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Showing 251 - 260 of 982 results for "Financial Planning Association"

FPA launches FASEA policy, education hub

JAMIE WILLIAMSON  |  THURSDAY, 7 MAR 2019
... understand information about education policy developments via an online education hub from the Financial Planning Association of Australia. The FPA's Return to Learn portal was rolled out this week, providing accurate information on the latest policy ...

FPA disciplines two members

HARRISON WORLEY  |  MONDAY, 4 MAR 2019
Two Financial Planning Association of Australia members have faced immediate sanctions following determinations from the association's Conduct Review Commission. On Friday the FPA said two members would be stripped of their membership and professional ...

Hayne report raises professionalism stakes

JAMIE WILLIAMSON  |  MONDAY, 11 FEB 2019
... to be assigned to the code monitoring bodies under the Corporations Act," Hayne writes. However, Financial Planning Association of Australia chief executive Dante De Gori has a different take. He says there is no reason why a code monitoring body couldn't ...

Grandfathered commissions deadline challenging: AFA

JAMIE WILLIAMSON  |  WEDNESDAY, 6 FEB 2019
... less than 15% of revenue. Meanwhile, 12% rely on the payments to produce more than 60% of income. Financial Planning Association of Australia chief executive Dante De Gori said the association submitted to the Royal Commission in March 2018 in favour ...

Former adviser steals $5m from clients

JAMIE WILLIAMSON  |  MONDAY, 4 FEB 2019
... advice in 1991. He ceased as an adviser on 23 August 2016. He is listed as being a member of the Financial Planning Association of Australia, the SMSF Association and the Mortgage & Finance Association of Australia.

Advice associations combine for code monitoring

DARREN SNYDER  |  TUESDAY, 18 DEC 2018
... have it monitored and enforced. Associations participating in the agreement to-date include the Financial Planning Association of Australia (FPA); Association of Financial Advisers (AFA); Boutique Financial Planners (BFP); Financial Services Institute ...

FASEA to assess professional advice designations

JAMIE WILLIAMSON  |  THURSDAY, 13 DEC 2018
... content approved. Existing advisers that have completed a professional designation - such as the Financial Planning Association's Certified Financial Planner program or the Association of Financial Advisers' Fellow Chartered Financial Practitioner course ...

FPA reviews disciplinary regulations

JAMIE WILLIAMSON  |  WEDNESDAY, 12 DEC 2018
After having its existing disciplinary processes questioned during the Royal Commission, the Financial Planning Association of Australia is introducing updated regulations from 1 January 2019. Conducted by FPA Conduct Review Commission (CRC) deputy ...

FASEA exam is not fair: Spot poll

KARREN VERGARA  |  MONDAY, 3 DEC 2018
... AQF8-level graduate diploma of eight subjects. In response, the Association of Financial Advisers, the Financial Planning Association of Australia and the SMSF Association have all flagged FASEA's recognition of prior learning as a major talking ...

Adviser-matching app launches

KARREN VERGARA  |  FRIDAY, 23 NOV 2018
The Financial Planning Association of Australia has launched an online tool that helps match potential clients with the right financial adviser. Find a Planner is an app allowing potential clients to control how many financial planners can contact them ...