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Showing 41 - 50 of 976 results for "Financial Planning Association"

Future2 Foundation appoints co-general managers

CHLOE WALKER  |  FRIDAY, 23 SEP 2022
... their newly created roles, Lucy Timms and Madeleine Catlin will work with the board to lead the Financial Planning Association of Australia's charitable foundation in its goal to help disadvantaged young Australians. With over 14 years' experience working ...

Still work to do on QAR: Levy

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
... first time to a panel comprising Association of Financial Advisers chief executive Phil Anderson, Financial Planning Association of Australia chief executive Sarah Abood and SMSF Association chief executive John Maroney. So far, Levy said most of the ...

AFA president positive on industry outlook

ANDREW MCKEAN  |  WEDNESDAY, 21 SEP 2022
... providers being able to provide financial advice. In closing, referring to the merger between the Financial Planning Association of Australia and AFA, Perera said he is extremely enthused about the organisations' next chapters. "The AFA needs to evolve ...

FPA Congress a chance to 'reunite, reset'

CHLOE WALKER  |  FRIDAY, 16 SEP 2022
As its first in-person conference in three years, a 'Reunite, Resest' theme will underpin the Financial Planning Association of Australia's (FPA) Professionals Congress later this year. Held in Sydney on November 23-24, the Congress will host a range ...

iExtend adds lead alliances role

JAMIE WILLIAMSON  |  MONDAY, 12 SEP 2022
... NZ and Queensland at ANZ. His promotion follows a joint roadshow he worked on in July with the Financial Planning Association of Australia, Association of Financial Advisers, SMSF Association, MDRT and XY Adviser. Building on this, Stubbings will facilitate ...

CSLR legislation tabled, advice sector responds

ANDREW MCKEAN  |  FRIDAY, 9 SEP 2022
... financial service and credit licensees in the subsequent years of the scheme's operation. The Financial Planning Association of Australia has welcomed the CSLR but remains cautious on its scope. "A CSLR promotes trust amongst consumers in our profession ...

The time is right: AFA chief

CASSANDRA BALDINI  |  FRIDAY, 2 SEP 2022
The proposed merger between the Association of Financial Advisers (AFA) and Financial Planning Association of Australia (FPA) has seen a mixed response, with many questioning the timing, but Phil Anderson says it's the right time. The idea of the ...

AFA, FPA to explore merger

CASSANDRA BALDINI, JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2022
The Association of Financial Advisers (AFA) and Financial Planning Association of Australia (FPA) have signed a Memorandum of Understanding to consider a merger. The aim, they say, is to create a united voice for the financial advice sector. The associations ...

A sensible roadmap: Industry responds to QAR paper

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
... is comprised of 12 industry associations, including the Association of Financial Advisers, the Financial Planning Association of Australia, CPA Australia, Self-Managed Super Fund Association and Institute of Public Accountants. However, CHOICE chief ...

Remediation bills revealed amid call for levy freeze extension

JAMIE WILLIAMSON  |  WEDNESDAY, 24 AUG 2022
... compensation to consumers over fees for no service and non-compliant advice. The new stats come as the Financial Planning Association of Australia calls for an extension to the adviser levy freeze. The figure is the total from ASIC show AMP, ANZ, Commonwealth ...