Search Results | Showing 31 - 40 of 73 results for "Professional Practice" |
| | | ... his client testimonials were outstanding and a testament to his work," De Gori said. The firm took out the Professional Practice of the Year Award for its industry thought-leadership, client education, and for promoting professional advice. The practice ... |
| | | | ... Planning Luke McCoy CFP(R) - Elevate Financial Solutions Reuben Zelwer CFP(R) - Adapt Wealth Management FPA Professional Practice of the Year Award Capital Partners Private Wealth Advisers - Perth (WA) Eureka Whittaker Macnaught - Sydney & Brisbane (NSW ... |
| | | | ... Tindall of PWM Advice, Orange, NSW, from the membership of the FPA for multiple breaches of the Code of Professional Practice. The CRC found that Tindall failed to conduct himself professionally or ethically, acted with a lack of honesty, and engaged ... |
| | | | ... Conduct Review Commission (CRC) found senior financial planner Shylesh Sriranjan breached the FPA Code of Professional Practice by cheating on his CFP certification exam in 2015 - his third attempt to complete it. The FPA alleged that Sriranjan relied ... |
| | | | ... more needs to be done to attract, develop and retain new recruits. Addressing delegates during the sold-out Professional Practice Workshop at the 2016 FPA Congress in Perth yesterday, Grad Mentor's Alisdair Barr said nurturing your relationship with ... |
| | | | ... providing pro-bono services. Also an inaugural winner, ipac Western Australia took home the first ever FPA Professional Practice of the Year Award for its role as an 'entrepreneurial leader' in the provision of financial advice, technology and its marketing ... |
| | | | ... hard for that piece of legislation." Patrick Canion, principal of ipac Western Australia - the 2016 FPA Professional Practice of the Year - said he is optimistic that the legislation will pass, particularly after learning of the proposed enshrinement ... |
| | | | ... contribution to professional development and complimentary registration to the FPA Professionals Congress. The FPA Professional Practice of the Year will also receive a $10,000 business consultancy package donated by Business Health. Shortlist for the ... |
| | | | Financial advisers must embrace digital advice to increase understanding and trust among prospective clients, according to StatePlus general manager, financial planning and marketing Jason Andriessen. Research conducted by StatePlus found that 84% of ... |
| | | | ... all course fees for units in a range of programs, including the Master of Financial Planning and Master of Professional Practice. NAB executive general manager, wealth advice, Greg Miller said the partnership will give advisers the opportunity to tap ... |
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