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Showing 561 - 570 of 982 results for "Financial Planning Associatio"

FPA and Cbus reach 'landmark agreement'

JAMES FERNYHOUGH  |  TUESDAY, 15 OCT 2013
The Financial Planning Association of Australia (FPA) has entered what it terms a "landmark agreement" with industry super fund Cbus to begin a pilot professional referral service. The terms of the agreement allow FPA member practices to accept referrals ...

FPA reports $1.4 million surplus

LAURA MILLAN  |  FRIDAY, 11 OCT 2013
The Financial Planning Association (FPA) has reported a surplus of $1.4 million for financial year 2012 to 2013. The surplus allows the association to be funded exclusively on membership revenue and without the need for sponsorship or event revenue. ...

International advice meeting to develop new strategies

LAURA MILLAN  |  THURSDAY, 10 OCT 2013
The international Financial Planning Standard Board (FPSB) will look to develop new financial planning strategies during its meeting in Sydney later this month. The FPSB owns the international Certified Financial Planner (CFP) certification program ...

FPA reveals winners of Best Practice Awards

LAURA MILLAN  |  MONDAY, 23 SEP 2013
The Financial Planning Association has revealed the names of this year' winners of the Best Practice Awards. James Kenny has been awarded the Queensland and the National FPA Professional Best Practice Award. Kenny is a mentor to undergraduate students ...

Super likely to fall under Treasury

LAURA MILLAN  |  TUESDAY, 17 SEP 2013
Superannuation and financial services will likely fall under the Treasury portfolio, a decision that industry bodies have welcomed. Joe Hockey as Treasurer and Arthur Sinodinos as Assistant Treasurer are likely to oversee the superannuation and financial ...

Aussies mainly concerned about super and retiring

LAURA MILLAN  |  WEDNESDAY, 11 SEP 2013
Superannuation and retirement planning are the key areas of concern for Australians who decide to seek financial advice. The results from the Financial Planning Week organised by the Financial Planning Association (FPA) indicate that superannuation ...

Industry backs Cormann as Superannuation Minister

LAURA MILLAN  |  MONDAY, 9 SEP 2013
Major financial services bodies are throwing their support behind Mathias Cormann, asking for him to be appointed Minister of Superannuation and Financial Services in the new Government. "I've only ever asked one thing of Tony Abbott and Joe Hockey ...

Advisers' "bickering" looks unprofessional

LAURA MILLAN  |  FRIDAY, 6 SEP 2013
Advisers should try to be less emotional and stop "bickering" with each other if they want to look professional to their clients, a Financial Planning Association (FPA) board member said. FPA board member Peter O'Toole said that he wishes to see "an ...

Bowen and Cormann at odds over adviser enshrinement

LAURA MILLAN  |  TUESDAY, 27 AUG 2013
The debate around the enshrinement of the term 'financial planner' has revealed division between Treasurer Chris Bowen and shadow Minister for Financial Services and Superannuation Mathias Cormann. "An important priority for a re-elected Rudd Labor ...

FoFA FDS uncertainty remains

LAURA MILLAN  |  MONDAY, 12 AUG 2013
The Future of Financial Advice (FoFA) regulation needs more changes to eliminate grey areas, but any modifications will have to be legislated to be meaningful. Fee disclosure statements (FDS) are one of the main issues of concern for financial advisers ...