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Showing 51 - 60 of 139 results for %22Financial Planning Standards Board%22

RECAP: Advice in the Royal Commission spotlight (Days 6- 9)

KANIKA SOOD  |  FRIDAY, 27 APR 2018
... Henderson's RC hearing 26 April: De Gori comes forward, Dover stays out The day's proceedings kicked off with Financial Planning Association of Australia (FPA) chief executive Dante De Gori fielding questions about high-profile member Sam Henderson's ...

FPA to fight latest FASEA proposals

JAMIE WILLIAMSON  |  THURSDAY, 12 APR 2018
... diminished accessibility to advice for consumers, as well as higher costs. "The FPA and many others in the financial planning profession have spent 20 years building a culture of learning amongst planners. These announcements by FASEA and a refusal to ...

FASEA announces leadership transition

DARREN SNYDER  |  TUESDAY, 10 APR 2018
... within the finance and education sectors for the past 17 years and will continue as Professor of Finance and Financial Planning in the Department of Accounting, Finance and Economics at Griffith Business School. "It is essential as we move into the implementation ...

Former FPA chief steps down from board

JAMIE WILLIAMSON  |  THURSDAY, 1 MAR 2018
The former chief executive of the Financial Planning Association of Australia has farewelled the industry body, stepping down from the board to make way for a new director. Completing his term as a board director yesterday, Mark Rantall was FPA chief ...

FPEC chair steps down

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... profession, and we commend him on his hard work," Kendall said. Elsewhere, new figures from the Financial Planning Standards Board (FPSB), the global licensing body of Certified Financial Planner (CFP) professionals, reported a 3.2% rise in the number ...

Planners divided on mental health advice

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
... clients, in my opinion." Health & Finance Integrated chief executive William Johns shares a different view. A 2016 Financial Planning Association CFP Professional of the Year Award nominee, Johns has completed a Master of Disability Policy and Practice ...

FASEA announces first focus

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
... courses, 12 of which will be core covering fields including ethics; professional attitudes and behaviours; the financial planning and advice process; and technical requirements. For people entering the advice industry from other industries, FASEA has ...

FPA celebrates World Financial Planning Day

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
... choices within the context of financial and life goals," De Gori said. Global licensing body, the Financial Planning Standards Board (FPSB), is hosting the inaugural World Financial Planning Day, which is also part of the International Organisation of ...

Adviser education renews ethics focus

KARREN VERGARA  |  MONDAY, 4 SEP 2017
... Chartered Institute for Securities and Investments (CISI) - a UK-based professional body - wealth, investment and financial planning professionals must pass an integrity test to become members. CISI, together with FINSIA, recently launched Ethics and ...

Pre-retirees risk significant shortfalls: MLC

EMMA RAPAPORT  |  TUESDAY, 29 AUG 2017
... as concerning, noting pre-retirees can still take meaningful action to improve their situation, including seeking out financial advice. "There are a number of steps Australians can take to maximise their super balance in their final years of work, and ...