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Showing 41 - 50 of 73 results for "Professional Practice"

Mercer expands financial advice business

MARK SMITH  |  TUESDAY, 22 MAR 2016
Mercer has grown its financial advice business by setting up a new team in Parramatta. The move, which will be completed on 22 March, enables Mercer to be more accessible to customers in Western Sydney and better service its growing Mercer Super Trust ...

ING DIRECT inks deal with advice association

LAURA MILLAN  |  FRIDAY, 4 DEC 2015
ING DIRECT has signed a referral deal with one of Australia's top financial planning associations that will benefit customers of its Living Super product. Professional practices which are certified by the Financial Planning Association (FPA) will provide ...

FPA awards associate adviser of the year

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
... Financial Planner AFP members who are committed to professional development and adhere to the FPA Code of Professional Practice. "John has received this award because he upholds high professional and ethical standards, which means living up to the expectations ...

StatePlus adopts FPA professional practice program

LAURA MILLAN  |  WEDNESDAY, 18 NOV 2015
... operating under retirement advice group StatePlus have adopted the Financial Planning Association's (FPA) Professional Practice program. A total of 17 StatePlus regional offices and its 138 planners have signed up to the program. This makes it the financial ...

FPA helps advisers with life insurance

DARREN SNYDER  |  WEDNESDAY, 14 OCT 2015
... had input from members and was developed to provide "practical guidance on how to apply the FPA Code of Professional Practice to life-risk advice." FPA chief executive, Mark Rantall, said the guide incorporated elements of the Australian Securities and ...

Industry fund competes directly with advice networks

LAURA MILLAN  |  WEDNESDAY, 26 AUG 2015
... fund has set up a nationwide network of advisers accredited under the Financial Planning Association (FPA) Professional Practice program. UniSuper is the first not-for-profit fund to have all of its advice offices accredited as FPA Professional Practices. ...

FEATURE: Adviser education

FINANCIAL STANDARD  |  MONDAY, 25 MAY 2015
... towards certification); and working for an accredited Financial Planning Association of Australia (FPA) professional practice. Last year the Commonwealth Bank, among other major financial institutions, released what would be its minimum adviser standards. ...

Mercer becomes first FPA accredited salaried firm

LAURA MILLAN  |  MONDAY, 23 MAR 2015
... providing high quality advice to our clients," she added. FPA chief executive Mark Rantall said that "the FPA Professional Practice program recognises quality financial planning practices that are providing the highest quality financial advice in their ...

Independent dealer groups eye Genesys practices

LAURA MILLAN  |  TUESDAY, 25 NOV 2014
Centrepoint Alliance has opened its doors to Genesys advisers after the closure of the dealership and asked them to choose a dealer group aligned with their values. "The impending closure of the Genesys dealer group has shone the spotlight once again ...

Sunsuper taps FPA adviser network

MARK SMITH  |  WEDNESDAY, 19 NOV 2014
Sunsuper and the Financial Planning Association of Australia (FPA) have partnered to form a national advice referral program which connects the fund's members with FPA practices across the country. The partnership sees the fund develop direct relationships ...