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Showing 351 - 360 of 982 results for "Financial Planning Association"

NAB pushes planning career path

JAMIE WILLIAMSON  |  MONDAY, 13 MAR 2017
... professional 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 ...

Countplus appoints new CEO

ALEX BURKE  |  FRIDAY, 24 FEB 2017
Countplus is welcoming the former chair of the Financial Planning Association as its new chief executive. Matthew Rowe will take the reins at the ASX-listed wealth management group having been a director since October last year. He is also chair and ...

FPA expels and fines dishonest member

EMMA RAPAPORT  |  WEDNESDAY, 15 FEB 2017
The Financial Planning Association Conduct Review Commission Disciplinary Panel has expelled financial adviser Darren Tindall and issued a fine of $16,000. In a determination handed down on 10 February, the CRC decided to expel Tindall of PWM Advice ...

Landmark advice reforms pass Senate

EMMA RAPAPORT  |  FRIDAY, 10 FEB 2017
... with advice meet high standards of initial and ongoing education and professional standards." The Financial Planning Association similarly welcomed the reforms, adding they look forward to working with the new independent standards setting body. "The ...

FPA educating future planning generation

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2017
... financial planning as a career is crucial to ensuring the future of the industry, according to the Financial Planning Association of Australia. Speaking to Financial Standard, FPA chief executive Dante De Gori said communicating the benefits of financial ...

Medium risk for terrorism funding in financial advice

ALEX BURKE  |  THURSDAY, 22 DEC 2016
... process by which planners can (and must) submit SMRs in case of suspected client criminal activity. Financial Planning Association chief executive Dante De Gori commended this, saying: "It has simplified a complex area of regulation, making it easy for ...

Long way to go on professional standards: FPA

JAMIE WILLIAMSON  |  MONDAY, 28 NOV 2016
Financial Planning Association of Australia chief executive Dante De Gori has warned the journey toward introducing a minimum professional standard is far from over, despite the legislation being tabled last week. Speaking to Financial Standard, De ...

Kathy Havers from Catalyst wins Future2 award second-year running

JAMIE WILLIAMSON  |  FRIDAY, 25 NOV 2016
A financial planner from Melbourne has taken out the Financial Planning Association of Australia's 2016 Future2 community service award for the second time. Kathy Havers of Catalyst Financial Group was presented with the award at the annual Future2 ...

ASIC gives green light to FPA fees code

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
ASIC has approved the Financial Planning Association of Australia's Professional Ongoing Fees Code. Announced by FPA chief executive Dante De Gori to over 1000 delegates at the opening of the 2016 FPA Professionals Congress, it is the first code to ...

FPA recognises industry excellence

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
The Financial Planning Association of Australia (FPA) has presented the 2016 FPA Awards at the FPA Professionals Congress in Perth. Tony Sandercock of wetalkmoney was named the FPA Certified Financial Planner Professional of the Year for his efforts ...