Search ResultsShowing 51 - 60 of 100+ results for "FPA"
Hayne report raises professionalism stakes
JAMIE WILLIAMSON  |  MONDAY, 11 FEB 2019
... monitoring body couldn't act as the disciplinary body. Code Monitoring Australia was established in late 2018 by the FPA and five other industry associations as a separate legal entity and has already applied to ASIC for approval. "The powers that ...
Grandfathered commissions deadline challenging: AFA
JAMIE WILLIAMSON  |  WEDNESDAY, 6 FEB 2019
... Dante De Gori said the association submitted to the Royal Commission in March 2018 in favour of the ban. At the time, the FPA recommended a three-year transition period with 2021 being the deadline. "The Government has effectively adopted our recommendation ...
Ten stories that defined the Royal Commission
HARRISON WORLEY  |  WEDNESDAY, 19 DEC 2018
... advice from Sam Henderson, the chief executive of Henderson Maxwell. On the same day, counsel assisting Rowena Orr grilled FPA chief Dante De Gori over its handling of a compliant letter it received from McKenna in July 2017. APRA takes action against ...
Advice associations combine for code monitoring
DARREN SNYDER  |  TUESDAY, 18 DEC 2018
... and enforced. Associations participating in the agreement to-date include the Financial Planning Association of Australia (FPA); Association of Financial Advisers (AFA); Boutique Financial Planners (BFP); Financial Services Institute of Australasia (FINSIA) ...
FPA reviews disciplinary regulations
JAMIE WILLIAMSON  |  WEDNESDAY, 12 DEC 2018
... Commission , the Financial Planning Association of Australia is introducing updated regulations from 1 January 2019. Conducted by FPA Conduct Review Commission (CRC) deputy chair Dale Boucher, the review looked at the process and governance of regulations ...
Adviser-matching app launches
KARREN VERGARA  |  FRIDAY, 23 NOV 2018
... many financial planners can contact them based on location and a personalised profile of financial objectives. Similarly, FPA members can choose if their services are a good fit before responding to consumer match requests via the app. The soft launch ...
FPA honours top advisers
KARREN VERGARA  |  THURSDAY, 22 NOV 2018
... afternoon by honouring outstanding professionals in the industry. Perth-based Michael Carmody of Viva Wealth took out the coveted FPA Certified Financial Planner Professional of the Year Award. Wotherspoon Wealth, an Adelaide-based practice established ...
Read the whole thing: FASEA
JAMIE WILLIAMSON  |  THURSDAY, 22 NOV 2018
... stakeholders to ensure they read the authority's draft legislation in its entirety to avoid further confusion. Addressing the 2018 FPA Congress in Sydney this morning, Glenfield encouraged delegates to read FASEA's legislative instruments to date in ...
Philanthropic foundation names new chair
DARREN SNYDER  |  WEDNESDAY, 21 NOV 2018
As the 2018 FPA Professionals Congress begins today in Sydney, the association's philanthropic arm is welcoming a new chair. The new Future2 Foundation chair is Petra Churcher. She was previously chair of the Financial Planning Association's South Australian ...
FASEA listens as advice industry combs blueprint
DARREN SNYDER  |  TUESDAY, 20 NOV 2018
... instruments achieves the right outcome instead of having a rushed consultation to meet the proposed 1 January 2019 deadline." FPA chief executive Dante De Gori said: "We will not be commenting in detail on this latest FASEA update until the right people ...
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