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Showing 31 - 40 of 124 results for "FPA members"

Adviser-matching app launches

KARREN VERGARA | FRIDAY, 23 NOV 2018

... financial planners can contact them based on location and a personalised profile of financial objectives. Similarly, FPA members can choose if their services are a good fit before responding to consumer match requests via the app. The soft launch has ...

FPA fines Henderson $50k

KARREN VERGARA | WEDNESDAY, 14 NOV 2018

... did not make an appeal, the FPA said. FPA chief executive Dante De Gori commented: "Consumers actively search for FPA members when looking for financial advice because of the higher standards the FPA requires of them. The FPA is committed to standing ...

FPA finds Sam Henderson guilty

KANIKA SOOD | THURSDAY, 11 OCT 2018

... Such submissions may also address the costs and expenses of the FPA, it said. FPA chief executive Dante De Gori said FPA members are required to uphold the highest ethical standards within the financial planning profession. "Mr Henderson failed to meet ...

Financial planning needs more women: FPA

HARRISON WORLEY | MONDAY, 24 SEP 2018

... The event heads to Adelaide for the first time tomorrow (Tuesday), before moving to Sydney and Brisbane in October. FPA members can bring along a mentee, young planner or student free of charge. De Gori said the success of the program last year led to ...

FASEA must recognise all prior learning: FPA

JAMIE WILLIAMSON | THURSDAY, 5 JUL 2018

... that relate to degree requirements to make things clearer and easier to implement," De Gori said. A further survey of FPA members demonstrated 79% of respondents supported the association's recommendations, the FPA said. "A key responsibility in setting ...

Industry wants one-stop-shop professional body: Poll

KARREN VERGARA | MONDAY, 7 MAY 2018

... added to the constitution its plans to move toward becoming a "code monitoring scheme." Last month, more than 1700 FPA members called for the Financial Adviser Standards and Ethics Authority (FASEA) to take a more realistic approach to its development ...

Sixty per cent of FPA members hold degree

HARRISON WORLEY | MONDAY, 30 APR 2018

Responses to a Financial Planning Association of Australia questionnaire indicate the education levels of its members compare favourably to the planning industry overall. After 3200 members responded in the fortnight since the FPA issued its questionnaire ...

RECAP: Advice in the Royal Commission spotlight (Days 6- 9)

KANIKA SOOD | FRIDAY, 27 APR 2018

In a workweek cut short by a public holiday, the Royal Commission heard evidence which included an AMP adviser identified only as Mr E, whose clients haven't even been informed of his misconduct yet. It also included a high-profile adviser who "most ...

Royal Commission grills professional associations

KARREN VERGARA | THURSDAY, 26 APR 2018

... Gori expressing his own frustrations over the sluggishness of the process, stating it would be in the interest of all FPA members to be informed about the "internal workings" of the process and what it means to be a member of the association. While he ...

Philanthropy at the heart of planning profession

DARREN SNYDER | MONDAY, 27 NOV 2017

... in Hobart last week in the lead up to the 2017 FPA Professionals Congress and to help those in need. This year ten FPA members also took part in extreme hiking challenges in Tasmania, all in the name of raising money for disadvantaged Australian children ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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