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Showing 291 - 300 of 950 results for "FPA"

FPA appoints conduct commission chair

EMMA RAPAPORT  |  FRIDAY, 5 MAY 2017
... conduct review commission. Graham McDonald, a solicitor and barrister with experience in dispute resolution, will preside over FPA disciplinary hearings and be responsible for ensuring the conduct of members meets the new code of ethics set by the financial ...

Twelve million Aussies see benefits of advice

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
... An accompanying print campaign - with particular focus on regional areas - will reach a further two million. Dante De Gori, FPA chief executive, said: "As with previous years, the campaign will continue to inform consumers about the international recognition ...

New alliance to encourage female planners

JAMIE WILLIAMSON  |  THURSDAY, 6 APR 2017
... industry. Announcing the alliance at the 4th annual Financial Executive Women Leadership Conference in Sydney this morning, FPA chief operating officer Pene Lovett said the association is excited to be partnering for such a meaningful initiative. "It's ...

FPA pushes tax deductible incentives

KARREN VERGARA  |  TUESDAY, 28 MAR 2017
... costs associated with the initial preparation of a financial plan. In its pre-budget submission to the Federal Government, the FPA says ongoing management or annual retainer fees should be tax deductible. Service fees for the preparation of an initial ...

Franklin Templeton launches adviser education tool

KARREN VERGARA  |  MONDAY, 27 MAR 2017
... aiming to enhance financial planning knowledge and skills. Financial advisers can earn CPD points and the training program is FPA certified, northern region manager Louise Thompson told last week's investment briefing. The portal aims to provide time-scarce ...

NAB pushes planning career path

JAMIE WILLIAMSON  |  MONDAY, 13 MAR 2017
... development day and a mentorship with a senior NAB financial planner. In partnership with the Financial Planning Association (FPA) and the Financial Planning Education Council (FPEC), NAB FP will also contribute $10,000 towards academic research focusing ...

Countplus appoints new CEO

ALEX BURKE  |  FRIDAY, 24 FEB 2017
... Foundation and a former consultant and managing director at Hood Sweeney, a Countplus member firm. As well as chairing the FPA for four years, Rowe was an Australian representative at the Financial Planning Standards Board in the US, a business banking ...

FPA expels and fines dishonest member

EMMA RAPAPORT  |  WEDNESDAY, 15 FEB 2017
... determination handed down on 10 February, the CRC decided to expel Tindall of PWM Advice, Orange, NSW, from the membership of the FPA for multiple breaches of the Code of Professional Practice. The CRC found that Tindall failed to conduct himself professionally ...

Landmark advice reforms pass Senate

EMMA RAPAPORT  |  FRIDAY, 10 FEB 2017
... consumers that their financial planner will be highly trained, experienced and subject to an enforceable code of ethics," FPA chief executive Dante De Gori said. Minister for Revenue and Financial Services Kelly O'Dwyer welcomed passage of the Corporations ...

House passes professional standards bill

EMMA RAPAPORT  |  WEDNESDAY, 8 FEB 2017
... financial services industry. Speaking to Financial Standard this morning, head of policy and government relations for the FPA Benjamin Marshan said that while he feels positive about how the Bill passed the house, he is disappointed with Labor's response ...