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Showing 41 - 50 of 96 results for anne bloch

FPA extends free online advice service

FPA RELEASE  |  FRIDAY, 3 JUL 2009
... advisers are on hand to answer basic finance questions ranging from salary sacrifice to CGT and superannnuation. But Jo-Anne Bloch, FPA chief executive, said that the association is extending the service until the end of this month, to help people that ...

Industry bodies back IFSA charter

RUTH LIEW  |  THURSDAY, 18 JUN 2009
... level playing field. This is most starkly evident in terms of an unlevel playing field in the areas of advice," said Jo-Anne Bloch said. The Association of Superannuation Funds of Australia chief executive Pauline Vamos said the moves by both IFSA and ...

FPA and Bannister Mansfield settle in court

MICHAEL HOBBS  |  FRIDAY, 22 MAY 2009
... understood the advertisements questioned whether consumers could trust leaders and showed the FPA's chief executive, Jo-Anne Bloch, next to former US presidents Richard Nixon and Bill Clinton. The FPA was successful in obtaining "interim injunctive relief" ...

Planners face higher PI fees

MICHAEL HOBBS  |  WEDNESDAY, 20 MAY 2009
... litigation," said Jeremy Cooper, deputy chair at ASIC. But the policies received mixed response from the market. Jo-Anne Bloch, chief executive at the Financial Planning Association (FPA), said consumers would bear the increased cost to financial planners ...

FPA recommends fee-for-service advice

MICHELLE BALTAZAR  |  FRIDAY, 1 MAY 2009
... "commission-based regime is unsustainable". Speaking at a press briefing in Sydney this morning, FPA chief executive Jo-Anne Bloch said the FPA has submitted a consultation paper to the government outlining a host of remuneration policies that addressed ...

Govt drafts new credit regime

MICHAEL HOBBS  |  TUESDAY, 28 APR 2009
... state and territory paperwork. In response, the Financial Planning Association (FPA) backed the draft legislation. Jo-Anne Bloch, chief executive at the FPA, said the draft regulation addressed a lack of consistency and uniformity around Australia. "The ...

Clients stung by commissioned advice

RUTH LIEW  |  THURSDAY, 26 FEB 2009
... structure. It also provides an ongoing service model so clients can access advice every year rather than one-off," said Jo-Anne Bloch, chief executive of the FPA. "Research indicates that planners offer a choice of fee, commission, or both, and are clearly ...

FPA members gain practice tool

MICHAEL HOBBS  |  WEDNESDAY, 25 FEB 2009
... operational efficiency. The service is available at a discounted price on the FPA's Professional Services portal. Jo-Anne Bloch, FPA chief executive, said the service could boost the collective capacity of the FPA membership. "Armed with the insights ...

FPA stops "highly offensive" ads

MICHAEL HOBBS  |  MONDAY, 9 FEB 2009
... advertisements. The matter was adjourned until 23 February. It is understood the advertisement showed FPA chief executive, Jo-Anne Bloch alongside former US presidents Richard Nixon and Bill Clinton. The advertisement apparently questioned whether consumers ...

Whistleblower wanted

MICHAEL HOBBS  |  TUESDAY, 3 FEB 2009
... unprofessional or unethical behaviour in the industry. Speaking from Townsville, Queensland, FPA chief executive Jo-Anne Bloch, said the FPA has already improved it entry standards and is in the process of enhancing it Continuing Professional Development ...