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Showing 271 - 280 of 401 results for "Financial Planning Association of Australia"

FPA optimistic CFP will get FASEA tick

JAMIE WILLIAMSON  |  FRIDAY, 23 FEB 2018
The Financial Planning Association of Australia is confident the Financial Adviser Standards and Ethics Authority will recognise the Certified Financial Planner designation as a suitable bridging course for existing financial advisers. FPA chair Neil ...

FPEC chair steps down

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... University, will serve as acting chair while a suitable replacement is found. The Financial Planning Association of Australia (FPA) said Brimble's decision to resign follows "FASEA's announcement to adopt FPEC's framework and course approval list." The ...

Advisers decline further education: Spot poll

KARREN VERGARA  |  MONDAY, 5 FEB 2018
... New entrants to the industry must also be degree-qualified from 1 January 2019. The Financial Planning Association of Australia chief executive Dante de Gori recently quelled the anxiety of its members over the draft standards released by FASEA in December ...

TAL enhances adviser learning hub

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2018
... (CPD) points. Materials are accredited by the Association of Financial Advisers (AFA), Financial Planning Association of Australia (FPA) and Tax Practitioners Board (TPB). The academy's online learning management system has been revamped for a more personalised ...

FPA clarifies role in shaping existing adviser standards

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2018
The Financial Planning Association of Australia has distanced itself from the draft education guidelines for existing advisers proposed by the Financial Adviser Standards and Ethics Authority, despite having its own accreditation standards at their ...

Adviser banned over theft from deceased estate

JAMIE WILLIAMSON  |  FRIDAY, 12 JAN 2018
... dishonest. Smith is listed on ASIC's Financial Advisers Register as a member of the Financial Planning Association of Australia, having attained his Certified Financial Planner qualification in 1996.

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... Recruitment Group, Judith Beck, kicked off proceedings by announcing a new alliance with the Financial Planning Association of Australia to encourage the positive progression of women in financial planning. Challenger Technical Services Forums Throughout ...

As one door opens, another closes at FEW

JAMIE WILLIAMSON  |  TUESDAY, 28 NOV 2017
... Macquarie, MLC, Colonial First State, NAB, Commonwealth Private and, most recently, the Financial Planning Association of Australia. "We're very focused on the fact that we want positive progression, meaning we're not caught up in what hasn't happened ...

Fintech is not a threat: FPA

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... lead to higher client engagement and satisfaction levels, latest research from the Financial Planning Association of Australia shows. Released at the 2017 FPA Professionals Congress in Hobart this morning, the whitepaper maps fintech to the financial ...

Inconsistency, communication top adviser bugbears

KARREN VERGARA  |  THURSDAY, 16 NOV 2017
... important message MiQ Private Wealth partner Lisa Weissel is sharing at the upcoming Financial Planning Association of Australia's Professional Congress in Hobart next week. Weissel, together with wetalkmoney's Tony Sandercock, will explore some of the ...