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Showing 341 - 350 of 982 results for "Financial Planning Association"

AFA executive joins standards board

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2017
... coincides with the signing on a Memorandum of Understanding between the APFinSA and the European Financial Planning Association to begin the process of having the APFinSA's Fellow Chartered Financial Practitioner designation formally recognised. The ...

Mercer vet takes reins at former Pillar offices

ALEX BURKE  |  WEDNESDAY, 7 JUN 2017
... was Mercer's financial advice leader in Sydney. Before Mercer, Bloch was chief executive of the Financial Planning Association, deputy chief executive of the Investment and Financial Services Association and a consultant at Macquarie Bank. Commenting ...

FPA to quell adviser fears around education

JAMIE WILLIAMSON  |  WEDNESDAY, 31 MAY 2017
The new education standards for financial advisers will be the talking point of the Financial Planning Association of Australia's National Roadshow, hitting Brisbane, Melbourne and Sydney this week. FPA chief executive Dante De Gori said the education ...

Advice associations respond to Federal Budget

JAMIE WILLIAMSON  |  WEDNESDAY, 10 MAY 2017
In the wake of new Budget measures to ease pressures on housing affordability, the Financial Planning Association of Australia reinforced its stance that superannuation should not be made accessible to first home buyers. Under proposals made in the ...

FPA appoints conduct commission chair

EMMA RAPAPORT  |  FRIDAY, 5 MAY 2017
The Financial Planning Association of Australia is taking a step forward to becoming a code monitoring body with the appointment of a new chair to its conduct review commission. Graham McDonald, a solicitor and barrister with experience in dispute resolution ...

AUSTRAC launches tool to help advisers fight terrorism

ALEX BURKE  |  TUESDAY, 2 MAY 2017
... financial advice industry understand the full range of financial crime risks in their industry." Financial Planning Association chief executive Dante de Gori came out in support of the new guide and AUSTRAC's original report, saying: "The recent AUSTRAC ...

Twelve million Aussies see benefits of advice

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
A new advertising campaign launched by the Financial Planning Association of Australia is attempting to bust the myth that financial advice is just for the wealthy. The nationwide initiative is designed to demonstrate the value of financial advice ...

New alliance to encourage female planners

JAMIE WILLIAMSON  |  THURSDAY, 6 APR 2017
Supporting the growth of women in financial planning, the Financial Planning Association of Australia will work with Financial Executive Women to advance the progression of women in the industry. Announcing the alliance at the 4th annual Financial Executive ...

Advisers to consult on ASIC's behalf

JAMIE WILLIAMSON  |  WEDNESDAY, 29 MAR 2017
... backgrounds, industry and customer experiences." Likewise, chief executive Dante De Gori said the Financial Planning Association of Australia is pleased with the establishment of the committee. "It presents an opportunity for financial planners and our ...

FPA pushes tax deductible incentives

KARREN VERGARA  |  TUESDAY, 28 MAR 2017
The Financial Planning Association of Australia is advocating for tax deductions of management fees and costs associated with the initial preparation of a financial plan. In its pre-budget submission to the Federal Government, the FPA says ongoing management ...