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Showing 251 - 260 of 400 results for "Financial Planning Association of Australia"

Parents key to financial literacy legacy: FPA

HARRISON WORLEY  |  MONDAY, 20 AUG 2018
Latest research from the Financial Planning Association of Australia (FPA) shows parents accessing financial advice are more likely to discuss financial matters with their children. The FPA's 'Share the Dream' report explores the impact ...

Farmers should urgently access super: Advisers

KARREN VERGARA  |  TUESDAY, 7 AUG 2018
... this most devastating drought in NSW," he said. Matheson, a founding member of the Financial Planning Association of Australia (FPA), is calling on the 25,000 financial planners in Australia to lobby their federal member of parliament to support the ...

Centrepoint Alliance bolsters distribution team

HARRISON WORLEY  |  THURSDAY, 26 JUL 2018
The former head of advice partnerships and membership at the Financial Planning Association of Australia (FPA) has linked with Centrepoint Alliance. Jason Tattershall has been appointed as the second growth manager at the advice services group, taking ...

Advisers demand self-licensing regime: Poll

KARREN VERGARA  |  MONDAY, 16 JUL 2018
A majority of financial advisers would welcome an overhaul of the AFS licensing regime, a recent survey shows. The majority (78%) of financial advisers polled in Financial Standard's sister publication FS Advice would prefer to be self-licensed, similar ...

TAL expands Risk Academy offering

DARREN SNYDER  |  WEDNESDAY, 11 JUL 2018
... one CPD point accredited through the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA). TAL insures about four million Australians.

Advised clients and their most frequently asked questions

KARREN VERGARA  |  MONDAY, 9 JUL 2018
... spend the most time actually delivering advice in FY18? A 2017 whitepaper from the Financial Planning Association of Australia shows the modern day financial adviser is one that embraces fintech solutions, which ultimately leads to increased client engagement. ...

FASEA must recognise all prior learning: FPA

JAMIE WILLIAMSON  |  THURSDAY, 5 JUL 2018
A survey of the Financial Planning Association of Australia's membership found 78% of those which have completed its CFP designation believe they already hold the necessary skills to comply with proposed adviser education reforms. The survey, which ...

ASIC slams SMSF advice, flags further education reform

JAMIE WILLIAMSON  |  FRIDAY, 29 JUN 2018
... this requirement for advisers," SMSF Association chief executive John Maroney said. Financial Planning Association of Australia chief executive Dante De Gori said there is no doubt that SMSF advice will now be a significant focus of those bodies selected ...

Statements of Advice: Out with the old

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
... up. Discussing the value of technology at a recent Advice Intelligence roundtable, Financial Planning Association of Australia head of policy and government relations Ben Marshan said the advice industry's inexplicable obsession with hardcopy Statements ...

FPA predicts self-licensing tsunami

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
The Financial Planning Association of Australia's policy lead believes the current AFS licensing regime is standing in the way of financial advisers delivering greater value. During a discussion about goals-based advice at a recent Advice Intelligence ...