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Showing 21 - 30 of 71 results for "FPA Professional"

Update on FASEA code guidance on the way

ELIZABETH MCARTHUR  |  FRIDAY, 29 NOV 2019
Financial Adviser Standards and Ethics Authority chief executive Stephen Glenfield has confirmed more guidance on the contested Code of Ethics is imminent. Speaking to Financial Standard at the FPA Professionals Congress, Glenfield confirmed FASEA is ...

Planners can prevent financial abuse

ELIZABETH MCARTHUR  |  FRIDAY, 29 NOV 2019
At the FPA Professionals Congress speakers who specialise in protecting vulnerable, elderly and disabled people from financial abuse shared how planners can be part of the solution. Anne McGowan, chief executive of Protecting Seniors Wealth, started ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
The Certified Financial Planner® Professional of the Year and FPA Professional Practice of the Year have been named at the 2019 FPA Professionals Congress in Melbourne. Presented at the Future2 Celebration at the St Kilda Sea Baths and now in their ...

New social network for advisers

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
A new peer-to-peer online forum for financial planners has launched in response to the need for community in a period of immense change for the profession. Introduced by the Financial Planning Association of Australia at the 2019 FPA Congress, the FPA ...

FPA shuffles CRC leadership

HARRISON WORLEY  |  FRIDAY, 12 APR 2019
... also been appointed the role of Independent Code Administrator for the association's ASIC approved code, the FPA Professional Ongoing Fees Code. Boucher replaces Graham McDonald, who has stepped down as chair (but will remain as deputy chair) due to ...

FPA disciplines two members

HARRISON WORLEY  |  MONDAY, 4 MAR 2019
... stood down as chapter chair. The suspensions came after the FPA reviewed advice he provided as part of the Cbus FPA Professional practice referral program. The association said the Conduct Review Commission (CRC) found Brown breached the FPA Code in ...

Adviser-matching app launches

KARREN VERGARA  |  FRIDAY, 23 NOV 2018
The Financial Planning Association of Australia has launched an online tool that helps match potential clients with the right financial adviser. Find a Planner is an app allowing potential clients to control how many financial planners can contact them ...

FPA honours top advisers

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
... Professional of the Year Award. Wotherspoon Wealth, an Adelaide-based practice established eight years ago, won the FPA Professional Practice of the Year Award Cooper Wealth Management's Felicity Cooper took home the FPA Financial Planner AFP of the ...

Philanthropic foundation names new chair

DARREN SNYDER  |  WEDNESDAY, 21 NOV 2018
As the 2018 FPA Professionals Congress begins today in Sydney, the association's philanthropic arm is welcoming a new chair. The new Future2 Foundation chair is Petra Churcher. She was previously chair of the Financial Planning Association's South Australian ...

Code of ethics still the main game: FPA

DARREN SNYDER  |  MONDAY, 19 NOV 2018
Financial Planning Association of Australia head of policy and standards Ben Marshan said the FASEA-led Code of Ethics remains the biggest game changer to the advice industry. Speaking at the Challenger Financial Standard Technical Services Forum on ...