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Showing 21 - 30 of 37 results for "FPA Congress"

Countdown to FPA Congress

JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2019
Heading along to the 2019 FPA Congress in Melbourne this week? Still unsure of what you're looking to get out of it? Congress chair Michelle Tate-Lovery is here to help. This year's Congress, taking place at the Melbourne Convention Centre from tomorrow ...

Financial planning pioneer to speak at FPA Congress

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
Mitch Anthony, who pioneered life-centered financial advice, will address the annual FPA Congress next week. He spoke to Financial Standard about what advisers can expect from his session. Mitch Anthony has been a thought leader in financial planning ...

FPA Congress could be biggest yet

ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
... profession as a whole are supporting this congress." De Gori said that after looking at the numbers he believes the FPA Congress is the largest meeting of financial planning practitioners in Australia. "It's because of the delegates deciding to come ...

Read the whole thing: FASEA

JAMIE WILLIAMSON  |  THURSDAY, 22 NOV 2018
... ensure they read the authority's draft legislation in its entirety to avoid further confusion. Addressing the 2018 FPA Congress in Sydney this morning, Glenfield encouraged delegates to read FASEA's legislative instruments to date in full so as to assess ...

Philanthropy at the heart of planning profession

DARREN SNYDER  |  MONDAY, 27 NOV 2017
... including Cancer Council, Banqer, and Financial Executive Women (FEW), all of whom were represented at the sold-out FPA Congress in Hobart last week. The Future2 Wheel Classic endurance cycle ride and Tasmanian Hiking Challenges raise much needed funds ...

FPA Congress will highlight value of relationships

JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2017
... Congress, encouraging them to reassess the ways in which they establish and develop meaningful client relationships. The FPA Congress, to be hosted in Hobart this year, will culminate in a live discussion with renowned academic and activist Dr Susan ...

Key demographic trends open new doors for advice

JAMIE WILLIAMSON  |  FRIDAY, 25 NOV 2016
... understand their client's motivations and attitudes. This is the key takeout from Andrew Inwood's presentation at the 2016 FPA Congress, discussing how better understanding demographic and behavioural trends can improve the quality of client relationships ...

How to put the sizzle back into finance: Grad Mentor

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
... develop and retain new recruits. Addressing delegates during the sold-out Professional Practice Workshop at the 2016 FPA Congress in Perth yesterday, Grad Mentor's Alisdair Barr said nurturing your relationship with graduate employees in the same way ...

Robo-advice is WALL-E, not Terminator

LAURA MILLAN  |  TUESDAY, 24 NOV 2015
... rise of technological tools that automate some parts of financial advice was one of the main themes discussed at the FPA Congress in Brisbane. But rather than seeing the issue as a threat, advisers were encouraged to look at it as an opportunity. In ...

FPA awards associate adviser of the year

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
... interests of clients and providing the highest quality financial advice," FPA chief executive Mark Rantall said at the FPA Congress in Brisbane. "I firmly believe that quality financial advice changes lives, and that's what I try to achieve for my clients," ...