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Showing 291 - 300 of 982 results for "Financial Planning Association"

What the associations want from Budget 2018

KANIKA SOOD  |  TUESDAY, 8 MAY 2018
... his speech, here is what Australia's major financial services associations will be hoping for. Financial Planning Association (FPA) In a 45-page pre-budget submission, the association representing 13,000 financial planners sets out 19 recommendations ...

Uncertainty abounds future of advice regulation

JAMIE WILLIAMSON  |  TUESDAY, 1 MAY 2018
... financial advice on Friday, Senior Counsel Assisting Rowena Orr said the testimonies provided by the Financial Planning Association of Australia, the Association of Financial Advisers and ASIC gave rise to numerous questions around the adequacy of existing ...

Sixty per cent of FPA members hold degree

HARRISON WORLEY  |  MONDAY, 30 APR 2018
Responses to a Financial Planning Association of Australia questionnaire indicate the education levels of its members compare favourably to the planning industry overall. After 3200 members responded in the fortnight since the FPA issued its questionnaire ...

RECAP: Advice in the Royal Commission spotlight (Days 6- 9)

KANIKA SOOD  |  FRIDAY, 27 APR 2018
... hearing 26 April: De Gori comes forward, Dover stays out The day's proceedings kicked off with Financial Planning Association of Australia (FPA) chief executive Dante De Gori fielding questions about high-profile member Sam Henderson's questionable conduct. ...

MGP responds to Henderson's RC hearing

JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
... self-managed superannuation fund which he sold in 2017 following a complaint by a former client to the Financial Planning Association of Australia. "When they floated, I was offered shares in the company, which I took up. It did come up in the FPA complaint ...

Advice firm impersonated clients

JAMIE WILLIAMSON  |  THURSDAY, 26 APR 2018
... advisers in Australia. In compiling this list, Financial Standard requested the assistance of the Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) to confirm that no one on the FS Power50 has breached their respective ...

Royal Commission grills professional associations

KARREN VERGARA  |  THURSDAY, 26 APR 2018
... financial advice and the lack of urgency in resolving complaints. The Commission recommenced with Financial Planning Association of Australia (FPA) chief executive Dante De Gori facing questions regarding high-profile member Sam Henderson's questionable ...

High profile adviser under fire

JAMIE WILLIAMSON  |  THURSDAY, 26 APR 2018
... offered to refund the near $5000 McKenna had paid for the SoA. McKenna later made a complaint to the Financial Planning Association of Australia which, almost 12 months later, is yet to be resolved. Asked by Senior Counsel Assisting Rowena Orr why she ...

Why wait for Royal Commission to address trust?

HARRISON WORLEY  |  WEDNESDAY, 18 APR 2018
... study. The proposed standards have been met with fierce opposition from the industry, with the Financial Planning Association of Australia stating that their members were outraged at the FASEA proposal. FPA chair Neil Kendall last week voiced his displeasure ...

Royal Commission to grill FPA, AFA

JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
... financial services Royal Commission. Led by Commissioner Kenneth Hayne, the inquiry has called upon the Financial Planning Association of Australia (FPA), the Association of Financial Advisers (AFA) and ASIC to provide case studies on compliance with ...