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Showing 31 - 40 of 92 results for "CPA Australia"

CFA Australia names first chief executive

KARREN VERGARA | TUESDAY, 28 AUG 2018

... not-for-profit and member-based organisations. In her previous roles, Carroll has worked at Oxford University Press and CPA Australia, working across digital communications, content, publishing, IT and marketing. CFA Society Sydney president Ganesh Suntharam ...

CPA Australia scraps advice offering

JAMIE WILLIAMSON | MONDAY, 23 JUL 2018

CPA Australia is dropping its financial advice offering after a review determined it was not financially viable. CPA Australia Advice notified its existing authorised representatives and staff on Friday of its intention to shutter, saying it will assist ...

CPA Australia names new chief executive

JAMIE WILLIAMSON | MONDAY, 26 MAR 2018

CPA Australia appointed its new chief executive, succeeding Alex Malley's interim replacement and who will now leave the association. Andrew Hunter will commence leadership of CPA Australia on April 3, joining from Export Finance and Insurance Corporation ...

CPA creates planner education solution

EMMA RAPAPORT | FRIDAY, 20 JAN 2017

... Certified Practicing Accountants Australia will have the knowledge requirements to attain RG 146. According to the CPA Australia website, the Financial Planning Fundamentals program will open the door for participants to an exciting career in financial ...

Ex-Westpac exec joins Rubik

KERRIE SYDEE | TUESDAY, 28 JUN 2016

... member of the Australian Institute of Company Directors and the Governance Institute of Australia, and a fellow of CPA Australia and the Financial Services Institute of Australasisa (FINSIA). He holds an MBA from Macquarie University and a bachelor of ...

CPA granted AFSL

KERRIE SYDEE | MONDAY, 18 APR 2016

ASIC has granted CPA Australia an Australian Financial Services licence (AFSL) and an Australian Credit Licence (ACL) for its wholly owned subsidiary, CPA Australia Advice. The granting of the licences is an important step in the establishment of the ...

Chartered accountants' response 'clumsy'

AAP | WEDNESDAY, 15 JUL 2015

... New Zealand Institute of Chartered Accountants was unused to competition and made a "clumsy response" to new rival CPA Australia, a court has heard. In the High Court at Wellington on Tuesday, Bruce Gray QC defended NZICA's marketing campaign and speeches ...

CPA sets up independent advice license

LAURA MILLAN | FRIDAY, 5 JUN 2015

CPA Australia has set up CPA Australia Advice, an independent financial planning licensee that aims to become "a new benchmark for professional and ethical conduct." The business is expected to be fully operational in 2016 and is owned by the accounting ...

ASIC stands up for adviser national exam

LAURA MILLAN | FRIDAY, 28 NOV 2014

... recent high-profile cases of advisers mis-selling financial products, this is sadly no surprise." In September, CPA Australia and Chartered Accountants ANZ alerted that a national examination for financial advisers would fail to address the current deficiencies. ...

Forget about national advice exam, focus on training: CPA

LAURA MILLAN | THURSDAY, 11 SEP 2014

A national examination for financial advisers would fail to address the current deficiencies and, instead, CPA Australia and Chartered Accountants ANZ say the focus should be on adviser training and establishing a comprehensive curriculum. A single ...

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Managed funds industry winners and losers

ANDREW MCKEAN

Exchange-traded funds (ETFs) are still winning the contest for net flows against unit trusts, according to Rainmaker Information's 2024: The year in wealth management webinar.

Stamford Capital Investments launches new fund

ELIZA BAVIN

The investment management arm of Stamford Capital has launched its fourth fund, seeking to raise $100 million.

Monetary policy to underscore 2025 allocations

ANDREW MCKEAN

Investors headed into the New Year with many of the same concerns they had at the start of 2024, with interest rates and inflation to dominate once again.

Bitcoin returns 147%, outshines bull market

KARREN VERGARA

Bitcoin reaped nearly four times more in returns compared to US equities during 2024, achieving 147% and trumping all the major asset classes.

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Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

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Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

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Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

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GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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