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Search ResultsShowing 11 - 20 of 100+ results for "FPA"
FASEA extension en route
HARRISON WORLEY  |  FRIDAY, 22 MAY 2020
... extension bill. "We welcome the exemption as it ensures Australians continue to invest with confidence in LICs and LITs," FPA chief executive Dante De Gori said. "Today's announcement also removes any impediment to passing the much-needed Treasury ...
South Australian wealth firms merge
KANIKA SOOD  |  WEDNESDAY, 13 MAY 2020
... Private Wealth business after acquiring Wotherspoon Wealth, which was founded by a father and son duo in 2010 and won the FPA's Professional Practice of the Year award in 2018. "Despite the current extraordinary conditions, at Perks we are optimistic ...
Government delays RC implementation timeline
HARRISON WORLEY  |  MONDAY, 11 MAY 2020
... payments to more than 1 million Australians." Financial Planning Association of Australia chief executive Dante De Gori said the FPA welcomed the clarity the decision provided the sector, however the FPA boss asked the government to remain open to reviewing ...
FASEA extension to pass next week
ELIZABETH MCARTHUR  |  FRIDAY, 8 MAY 2020
... would be listed on the Senate sitting calendar next week as non-controversial, meaning both parties agree it should pass. FPA head of policy and standards Ben Marshan said that during the webinar, which could not be attended by media, confirmation of ...
FPA launches new ROA solution template
ELIZA BAVIN  |  WEDNESDAY, 6 MAY 2020
... support members who have been inundated with requests for advice, following the strong demand for early super access. The FPA along with SMSFA, CA ANZ, CPA and IPA made the ROA template available to help members quickly and efficiently provide advice ...
AIOFP launches fresh campaign, criticises FPA
ELIZABETH MCARTHUR  |  TUESDAY, 21 APR 2020
... the motives behind some of the legislation that has impacted independent financial advisers. One of those theories is that FPA supports the agenda of large institutions. In a thinly veiled accusation, the AIOFP accused the FPA of taking money from the ...
ASIC provides relief around early super access advice
JAMIE WILLIAMSON  |  TUESDAY, 14 APR 2020
... to ensure there are more skilled advisers in the marketplace to meet this demand," the groups said in a joint statement. FPA chief executive Dante De Gori said "Australians sleep better at night knowing they have a professional financial planner assisting ...
Isolated advisers enter the digital age
ALLY SELBY  |  THURSDAY, 9 APR 2020
... terms of being able to assist in a timely manner for our members and our member's clients." However he maintains that FPA members have been embracing technology since robo-advice entered the scene. "I think it's fair to say that since then, the ...
FPA launches benchmarking tool
ALLY SELBY  |  WEDNESDAY, 8 APR 2020
... the success of their business relative to their peers. In partnership with global market research consultant CoreData, the FPA READY Index will enable financial advisers to benchmark their businesses to assess which areas of their practice are thriving ...
Count Financial bolsters leadership team
ALLY SELBY  |  MONDAY, 6 APR 2020
... advisers for IOOF. Prior to this he worked for KPMG in London and Price Waterhouse. During his career, Creswell sat on the FPA Professional Conduct Committee, was a member of the Financial Planning Advisory Committee to the board of the Financial Ombudsman ...
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