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

Focus on older men will kill financial planning

ALEX BURKE  |  FRIDAY, 22 JUL 2016
... reality is you need diversity across the board, in your clients and your staff." Fellow panelist and Financial Planning Association chief executive Dante De Gori also emphasised the need for diversity, noting that currently, the FPA's Certified Financial ...

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
... senior compliance manager at Asgard Wealth Solutions and a professional standards officer at the Financial Planning Association of Australia. This appointment follows the news that VFMC has appointed ASIC markets disciplinary panel chair Lisa Gay and ...

LGS appoints head of advice

MARK SMITH  |  WEDNESDAY, 11 MAY 2016
... Services. He has a Business Degree from the University of Technology in Sydney and is a member of the Financial Planning Association of Australia. LGS said the appointment is in line with its strategy to increase the take-up of financial advice among ...

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
... accumulation accounts from which a draw down is made." Similarly chief executive officer at the Financial Planning Association of Australia (FPA), Dante De Gori argued that changes to the TTR will negatively affect thousands of middle to low income earners ...

Associations support adviser standards amendments

DARREN SNYDER  |  FRIDAY, 29 APR 2016
... by the industry's peak representative groups. Both the Association of Financial Advisers and the Financial Planning Association said they were pleased to see the federal government offer revised draft legislation that includes a longer, more flexible ...