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Showing 51 - 60 of 124 results for "FPA members"

FPA supports "bitter harvest" recommendations

ALEX BURKE | FRIDAY, 18 MAR 2016

... that agribusiness managed investment schemes, the likes of which led to the 2009 crisis, are so complex that "many" FPA members avoid them due to a lack of understanding. "Licensees do not include them on their approved product lists. That's why the ...

FPA helps advisers with life insurance

DARREN SNYDER | WEDNESDAY, 14 OCT 2015

... (ASIC) Life Insurance Advice Checklist and positioned this as best practice principles that should be applied by all FPA members. "The recent discussions on the life insurance reforms have largely focused on remuneration, with little emphasis on the ...

FPA retirement planning scholarships awarded

ALEX BURKE | TUESDAY, 29 SEP 2015

The Financial Planning Association of Australia and Challenger have awarded five UNSW scholarships for FPA members to study retirement planning. The scholarship winners are KeyPlay Financial Services' Anthony White, MyState Wealth Management's Philip ...

Forward-thinking advisers benefit from opt-in deadline

ALEX BURKE | WEDNESDAY, 1 JUL 2015

... Planning Association of Australia is seeking ASIC's approval for its own code of conduct, which will obviate the need for FPA members to comply directly with the FoFA regime. FPA chief executive Mark Rantall told Financial Standard that he was unaware ...

FPA deal with Cbus sparks super fund interest

LAURA MILLAN | TUESDAY, 27 JAN 2015

... Advantage Report from June 2014. The agreement allows Cbus members in need for financial advice to get in touch with FPA members. A total of 55 practices have joined the program and they have received around 600 referrals since it started. The association ...

Advisers help construction workers build their wealth

LAURA MILLAN | FRIDAY, 23 JAN 2015

... Advisers eligible for the program must work for practices with over 50% of certified financial planners (CFP) and 75% of FPA members. As part of the deal, the FPA audits the two first pieces of advice given to each Cbus member.

FPA appoints WA chapter chair

MARK SMITH | FRIDAY, 5 DEC 2014

... the capital cities and major regional centres throughout Australia. Each chapter is run by an elected committee of FPA members and headed up by a local chapter chair, who is responsible for organising and promoting member activities, in particular professional ...

FPA Future2 award goes to Kathy Havers

LAURA MILLAN | FRIDAY, 21 NOV 2014

... Catalyst Financial Group adviser Kathy Havers. The award was announced at the FPA Congress in Adelaide and recognises FPA members who have, in a pro bono or public service capacity, made an outstanding contribution to improving the circumstances of the ...

FPA appoints new CRC Chair, rolls out education standards

STAFF WRITER | WEDNESDAY, 15 OCT 2014

... role from 2007. Dr Smith will be responsible for overseeing the independent Committee that regulates the conduct of FPA members. She will lead the CRC which alongside a group of experienced financial planning professionals, relevant industry experts ...

Treasury contemplates TASA relief for experienced advisers

LAURA MILLAN | THURSDAY, 26 JUN 2014

... will contribute to larger numbers of advisers being ready for TASA. "Essentially, the draft we have seen today means FPA members who remain a member and adhere to the FPA's Code and Professional obligations, already fulfill many of the requirements for ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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