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Showing 451 - 460 of 982 results for "Financial Planning Association"

FPA shines light on "catch-all" dilemma

LAURA MILLAN  |  TUESDAY, 25 NOV 2014
... interests' duty provision is back, with advisers wondering what it means for their businesses. The Financial Planning Association (FPA) general manager of policy and conduct Dante de Gori and Rockwell Olivier lawyer Peter Bobbin analysed the issue during ...

FPA Future2 award goes to Kathy Havers

LAURA MILLAN  |  FRIDAY, 21 NOV 2014
The Financial Planning Association of Australia (FPA) has awarded the 2014 Future2 Community Service of the Year Award to Catalyst Financial Group adviser Kathy Havers. The award was announced at the FPA Congress in Adelaide and recognises FPA members ...

Advisers confronted with harsh reality of whistleblowing

LAURA MILLAN  |  FRIDAY, 21 NOV 2014
... difference, former Commonwealth Bank adviser and whistleblower Jeff Morris told advisers at the Financial Planning Association (FPA) Congress. "There's a moment when you suddenly realise it's you doing it," Morris said, describing the moment when he ...

Stephen Godfrey awarded FPA adviser of the year

LAURA MILLAN  |  FRIDAY, 21 NOV 2014
Brisbane-based Visis Private Wealth adviser Stephen Godfrey won the Financial Planning Association (FPA) financial planner of the year award presented at the FPA Congress in Adelaide. FPA chief executive Mark Rantall highlighted Godfrey's "fact finding ...

Grandfathering set to become next advice battlefield

LAURA MILLAN  |  FRIDAY, 21 NOV 2014
... legislation. "We are quite confident that we'll get the grandfathering provisions sorted out," Financial Planning Association (FPA) chief executive Mark Rantall told advisers at the FPA Congress in Adelaide. "The priority now is to fix grandfathering ...

Original FoFA laws take immediate effect

JAMES FERNYHOUGH  |  THURSDAY, 20 NOV 2014
... said the disallowance would create a "legal quagmire", and cost businesses millions of dollars. Financial Planning Association chief executive Mark Rantall, meanwhile, said it would have "chaotic effects". Opposition spokesperson for financial services ...

FPA Congress begins amid FoFA unrest

ALICE URIBE  |  THURSDAY, 20 NOV 2014
The Financial Planning Association (FPA) Professionals Congress kicked off in Adelaide this morning, in the wake of the Senate's disallowance of the government's changes to the Future of Financial Advice (FoFA) legislation. "Our professional body has ...

Industry furious at financial advice swap

AAP & ALICE URIBE  |  THURSDAY, 20 NOV 2014
... went further, saying a disallowance would cause havoc to the industry and create a legal quagmire. Financial Planning Association head Mark Rantall said it would have a "catastrophic effect" across the country and continue five years of uncertainty. ...

Sunsuper taps FPA adviser network

MARK SMITH  |  WEDNESDAY, 19 NOV 2014
Sunsuper and the Financial Planning Association of Australia (FPA) have partnered to form a national advice referral program which connects the fund's members with FPA practices across the country. The partnership sees the fund develop direct relationships ...

FoFA disallowance could put industry into breach of law

LAURA MILLAN  |  WEDNESDAY, 19 NOV 2014
... personnel are offered an increased pay deal was key to giving the majority to the opposition. The Financial Planning Association (FPA) condemned the disallowance, arguing that "this disallowance motion has the potential to put the entire financial services ...