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Showing 21 - 30 of 73 results for "Professional Practice"

FPA launches benchmarking tool

ALLY SELBY  |  WEDNESDAY, 8 APR 2020
The Financial Planning Association of Australia has today launched an online index set to allow financial planners to benchmark the success of their business relative to their peers. In partnership with global market research consultant CoreData, the ...

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 ...

Countdown to FPA Congress

JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2019
... Tate-Lovery's top picks for the Congress for the 1500 financial planning professionals heading along include the Professional Practice Masterclass on day one and a session on the neuroscience of stress and decision making on day two, presented by Kristen ...

CountPlus acquires stake in advice firm

KARREN VERGARA  |  TUESDAY, 30 APR 2019
... place. "We are pleased to welcome the team at Rundles into our community of firms, they are a high-quality professional practice and have an extensive track record in delivering value to clients," Rowe said.

FPA disciplines two members

HARRISON WORLEY  |  MONDAY, 4 MAR 2019
... membership and professional designations for a period of time, after breaching the association's code of professional practice. Matthew Brown, chair of the FPA's Gold Coast chapter committee, from MiQ Private Wealth - whose licensee is the Magnitude ...

FPA honours top advisers

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
... 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 Year Award. The ...

FPA finds Sam Henderson guilty

KANIKA SOOD  |  THURSDAY, 11 OCT 2018
... found guilty of nine of 10 alleged breaches of the Financial Planning Association of Australia's code of professional practice. The determination was delivered this afternoon by the FPA's independent disciplinary body, the Conduct Review Commission ...

FPA award finalists named

JAMIE WILLIAMSON  |  THURSDAY, 4 OCT 2018
... Meanwhile, Eureka Whittaker Macnaught, VISIS Private Wealth and Wotherspoon Wealth are nominated for the FPA Professional Practice of the Year Award. Cooper Wealth Management's Felicity Cooper, James O'Reilly of Northeast Wealth and Sandra Slattery of ...

FPA appoints former ASFA adviser

KANIKA SOOD  |  THURSDAY, 20 SEP 2018
... Superannuation Funds of Australia senior policy adviser to fill a newly-created role. The FPA has created the role of professional practice manager to focus on the association's professional practices program. Joining the FPA in this position is Ken ...

FASEA bumps adviser CPD to 50 hours

JAMIE WILLIAMSON  |  WEDNESDAY, 25 JUL 2018
... and skills, including keeping up to date with all regulatory, technical and other developments relevant to professional practice," the body said. FASEA also released draft guidance on education pathways for new and existing advisers with foreign qualifications. ...