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Showing 51 - 60 of 71 results for "FPA Professional"

Female planner tops CFP program

KERRIE SYDEE  |  WEDNESDAY, 22 JUN 2016
The Financial Planning Association (FPA) has named Claire McGregor as the winner of the fifth Gwen Fletcher Memorial award, the fourth female planner to be awarded the accolade. McGregor, of Elston Partners, has been advising for four years and received ...

ING DIRECT inks deal with advice association

LAURA MILLAN  |  FRIDAY, 4 DEC 2015
... FPA adviser consultation will be at no cost for Living Super customers and only a limited number of places for FPA Professional Practices will be available in the pilot stage. Initial participation in the pilot referral program will be limited, based ...

Rantall to step down as FPA CEO

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
Financial Planning Association (FPA) chief executive Mark Rantall will step down after five years in the role and will be replaced by an FPA executive. FPA chairman Neil Kendall announced the decision at the FPA Professionals Congress in Brisbane. Rantall ...

StatePlus adopts FPA professional practice program

LAURA MILLAN  |  WEDNESDAY, 18 NOV 2015
... planners have signed up to the program. This makes it the financial planning group with the highest number of FPA Professional Practices. All StatePlus planners are members of the FPA and more than half have achieved the Certified Financial Planner designation. ...

New Topdocs tool speeds SMSF application

MARK SMITH  |  MONDAY, 16 NOV 2015
Legal document provider Topdocs has developed a quick and easy way for new SMSFs to register for an ABN and Tax File Number through its new Instant SMSF online application. Topdocs director Michael Spakman said the new feature, available in Topdocs' ...

FPA helps advisers with life insurance

DARREN SNYDER  |  WEDNESDAY, 14 OCT 2015
The Financial Planning Association of Australia (FPA) has launched a guide helping its members identify and address common omissions and errors in providing life insurance advice. The FPA's comprehensive Life Insurance Advice guide had input from members ...

Industry fund competes directly with advice networks

LAURA MILLAN  |  WEDNESDAY, 26 AUG 2015
... Professional Practice program. UniSuper is the first not-for-profit fund to have all of its advice offices accredited as FPA Professional Practices. Over 90% of UniSuper's private client advisers hold the Certified Financial Planner (CFP) designation ...

FPA awards open to submissions

ALEX BURKE  |  MONDAY, 3 AUG 2015
The Financial Planning Association of Australia (FPA) has opened its 2015 awards to submissions. In addition to the FPA Certified Financial Planner Professional of the Year, FPA Financial Planner AFP of the Year, and Future2 Community Service awards ...

MAX Award winners named

MARK SMITH  |  FRIDAY, 5 JUN 2015
The best and brightest financial services marketing, advertising and sales professionals were recognised at the MAX Awards in Sydney last night. At a gala dinner at the conclusion of the MAX Forum at Doltone House, professionals from the superannuation ...

Mercer becomes first FPA accredited salaried firm

LAURA MILLAN  |  MONDAY, 23 MAR 2015
... to 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 ...