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Showing 51 - 60 of 69 results for "Professional Practice"

FPA condemns FoFA fear mongers

JAMES FERNYHOUGH  |  FRIDAY, 17 JAN 2014
... legal foundation, professional financial planners who have individually subscribed to a binding code of professional practice not only have nothing to fear, they have everything to gain in this new environment." The government's amendments drew particular ...

FPA-Cbus referral deal makes promising start

JAMES FERNYHOUGH  |  THURSDAY, 16 JAN 2014
... advice. He said this figure was "a bit above expectations, given that it's a quiet time of year." The FPA Professional Practice Referral Programme pilot was announced in October last year, and launched on January 1 this year. The pilot will run for six ...

Cbus, FPA explain their referral deal

JAMES FERNYHOUGH  |  MONDAY, 21 OCT 2013
... if that can't be dealt with as general advice, then they will be referred to a financial adviser in the Professional Practice Program." He said that the agreement - which marks a distinct change of tune from the feuding that has characterized the relationship ...

FPA and Cbus reach 'landmark agreement'

JAMES FERNYHOUGH  |  TUESDAY, 15 OCT 2013
... access to professional financial planning services delivered by a CFP practitioner operating within an FPA Professional Practice. "This is an exciting step. And we look forward to rolling out the initial pilot scheme to Cbus members in Queensland, South ...

Submissions open to FPA Best Practice Awards

LAURA MILLAN  |  MONDAY, 22 JUL 2013
... FPA Honorary Awards. The Best Practice Awards recognise financial planners who adhere to the FPA Code of Professional Practice, which holds members to a high standard of ethics, practice and professional conduct. To FPA chief executive Mark Rantall ...

ASIC consults on code approval under FOFA

LINDA HAUSKEN  |  WEDNESDAY, 24 OCT 2012
... are in place for the new regime." Proposed revisions to the Financial Planning Association's (FPA) Code of Professional Practice was also announced yesterday. FPA said it intends to evolve the professional standards of members in line with the Future ...

FPA calls on ASIC for clearer advice definitions

LINDA HAUSKEN  |  WEDNESDAY, 2 MAY 2012
... and the answer to the issues highlighted in the ASIC Shadow Shopper report is to work to the FPA Code of Professional Practice," said workshop speaker Dr Deen Sanders, FPA, chief professional officer. In a recent Shadow shopping study of financial advice ...

FPA award winners embrace FOFA

ELISE BURGESS  |  MONDAY, 21 NOV 2011
... professional development, client testimonials and work with the local community along with the FPA Code of Professional Practice and Code of Ethics. The national winners of the inaugural FPA Best Practice Awards are: FPA Certified Financial Planner Professional ...

Paragem secures new planning licensee

MATT WOODINGTON  |  MONDAY, 20 JUN 2011
Boutique financial advisory practice PWK Private Wealth Advisers has joined the Paragem Wholesale Australian Financial Services Licence (AFSL), taking the dealer group's total assets under advice to $1.3 billion. Paragem now has 13 practices under its ...

No $900 slug for planners: FPA

ALISON BEVEGE  |  MONDAY, 7 MAR 2011
... who complained her Certified Financial Planner (CFP) fee of $686 would have risen to $900 per year for the Professional Practice category under the proposed new regime. Mark Rantall, chief executive of the FPA said the planner had got her facts mixed. ...