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

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
... so we will have much to discuss as we look to grow the base of CFP professionals globally," the Financial Planning Association of Australia (FPA) chief executive Mark Rantall said. The FPA will be hosting the meeting and is hoping to push for the enshrinement ...

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
... look forward to working constructively on the detail of the changes that have been announced." The Financial Planning Association (FPA) chief executive Mark Rantall also welcomed the appointments and hoped that the new government "has a window to develop ...

Aussies mainly concerned about super and retiring

LAURA MILLAN  |  WEDNESDAY, 11 SEP 2013
... decide to seek financial advice. The results from the Financial Planning Week organised by the Financial Planning Association (FPA) indicate that superannuation and retirement planning were attracting the highest number of questions and engagement online. ...

Industry backs Cormann as Superannuation Minister

LAURA MILLAN  |  MONDAY, 9 SEP 2013
... senator Mathias Cormann and we now eagerly await the announcement of our relevant Minister," the Financial Planning Association (FPA) chief executive Mark Rantall said. The Association of Financial Advisers (AFA) said that it supports the changes to ...

Advisers' "bickering" looks unprofessional

LAURA MILLAN  |  FRIDAY, 6 SEP 2013
... 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 increase in respect amongst professionals ...

Bowen and Cormann at odds over adviser enshrinement

LAURA MILLAN  |  TUESDAY, 27 AUG 2013
... federal election, Cormann said that if the Coalition wins on September 7 it will start talks with the Financial Planning Association (FPA), the Association of Financial Advisers (AFA) and other to "explore with them how best to move forward." Both Bowen ...

FoFA FDS uncertainty remains

LAURA MILLAN  |  MONDAY, 12 AUG 2013
... Fee disclosure statements (FDS) are one of the main issues of concern for financial advisers, the Financial Planning Association (FPA) manager of Policy and Conduct Dante De Gori said. "The FDS will probably have to be legislated to get it really fixed," ...