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Showing 371 - 380 of 982 results for "Financial Planning Associatio"

Focus on older men will kill financial planning

ALEX BURKE  |  FRIDAY, 22 JUL 2016
The over-representation of over-50 men in financial advice spells doom for the industry, according to Affinia head Marcus O'Sullivan. Commenting on a panel at the 2016 FSC Leaders Summit in Melbourne, O'Sullivan said the severe lack of diversity in ...

FPA makes key policy and membership appointments

KERRIE SYDEE  |  MONDAY, 18 JUL 2016
The Financial Planning Association of Australia (FPA) has made three key appointments in the roles of head of advice partnerships and membership, head of policy and policy manager. Jason Tattershall has been appointed head of advice partnerships and ...

Advice bodies at odds over professional standards

KERRIE SYDEE  |  MONDAY, 11 JUL 2016
The Association of Financial Advisers (AFA) and the Financial Planning Association (FPA) present stark differences in opinion over professional standards in their latest submissions to Treasury, suggesting there's a long road ahead for the wavering ...

FPA National Roadshow emphasises value of advice

KERRIE SYDEE  |  WEDNESDAY, 29 JUN 2016
Currently making its way across the country, the 2016 Financial Planning Association (FPA) National Roadshow is hoping to prepare planners for the increasingly complex future of financial advice. Aimed at supporting advisers, the roadshow includes an ...

Female planner tops CFP program

KERRIE SYDEE  |  WEDNESDAY, 22 JUN 2016
The Financial Planning Association (FPA) has named Claire McGregor as the winner of the fifth Gwen Fletcher Memorial award, the fourth female planner to be awarded the accolade. McGregor, of Elston Partners, has been advising for four years and received ...

VFMC appoints risk manager from AIA

ALEX BURKE  |  WEDNESDAY, 1 JUN 2016
The Victorian Funds Management Corporation has appointed an investment compliance and risk manager from AIA Australia. Adam Swanwick held the role of compliance manager at AIA from March 2013. Prior to that, he was a senior compliance manager at Financial ...

LGS appoints head of advice

MARK SMITH  |  WEDNESDAY, 11 MAY 2016
Local Government Super (LGS) has appointed former NGS Super head of financial planning to the role of head of advice. Andrew Dunkerley has over 20 years' experience in financial services, including senior roles at NGS Super and Industry Fund Services. ...

FPA appoints new education head

KERRIE SYDEE  |  MONDAY, 9 MAY 2016
The Financial Planning Association of Australia has appointed a new head of education. Shaun Weston-Cole will take on the role, replacing Howard Cook, who has transitioned into the role of FPA head of academic relations. In the role Weston-Cole will ...

Advisers encouraged to review changes carefully

KERRIE SYDEE  |  WEDNESDAY, 4 MAY 2016
A higher than expected number of changes to superannuation delivered in the 2016 federal budget will keep financial advisers on their toes, as they work to update financial plans in line with the changes. From 1 July 2017, the tax exempt status of income ...

Associations support adviser standards amendments

DARREN SNYDER  |  FRIDAY, 29 APR 2016
The latest legislative amendments to raise the education, training and ethical standards of financial advisers have been welcomed by the industry's peak representative groups. Both the Association of Financial Advisers and the Financial Planning Association ...