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| | | The Financial Planning Association of Australia (FPA) has launched the FPA Aged Care Specialist professional designation. The FPA said it is committed to providing its members, and wider profession, with the skills and resources to meet the needs of ... |
| | | | ... said, despite this, it is aiming to grow funds under advice organically and through strategic acquisitions of financial planning businesses. It said regulation and change in industry dynamics may lead to enhanced opportunities to acquire new businesses. ... |
| | | | The Financial Planning Association of Australia (FPA) has announced the winner of its prestigious biannual Gwen Fletcher Memorial Award. Jacob McCudden from Back to Back Financial Planners, an advice business based in the regional town of Young in New ... |
| | | | ... to enable us to better deliver quality advice to clients," he said. O'Toole is a former director of the Financial Planning Association of Australia and founding chair of Godfrey Pembroke's advisory board. Yesterday, CountPlus announced it sold ... |
| | | | ... indefinite period, and will be on the sex offenders register for life. Cochran's firm was called Celebrity Financial Planning and he claimed to have celebrity clients, including ex-Atomic Kitten star Kerry Katona. UK publication Express & Star reported ... |
| | | | ... by a disinterested person - without any reference to the specific recommendations made to each client." The Financial Planning Association of Australia (FPA), in its submission, agreed that standard three has some issues. "The FPA remains concerned that ... |
| | | | ... are the two new additions. And, for the first time, the APL will be consistent across all AMP licensees; AMP Financial Planning, Hillross and Charter will now have the same APL. "Our advice research team undertook a rigorous industry review and tender ... |
| | | | ... registrations ceased, meaning its total adviser headcount was 440 - an increase of 36 advisers. In net terms, Lifespan Financial Planning was the winner with 62 additions. It ended September with 254 current advisers, after 101 new registrations and ... |
| | | | The Financial Planning Association of Australia (FPA) has announced the appointment of three new additions to its board. Kearsten James, Julie Matheson and Julian Place have been elected to the FPA board. James and Place will serve on the board for ... |
| | | | ... appointed as senior manager financial advice at the fund. He was previously the regional manager for Elders Financial Planning in South Australia and Western Australia. Super SA chief executive Dascia Bennett said Allan "brings a wealth of experience ... |
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