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Showing 691 - 700 of 950 results for "FPA"

FPA launches anonymous reporting service

COMPANY RELEASE  |  FRIDAY, 26 FEB 2010
The Financial Planning Association (FPA) has launched its confidential misconduct reporting facility, FPA Confidential. Jo-Anne Bloch, chief executive at the FPA, said the system, which was developed in conjunction with Deloitte Touche Tohmatsu, would ...

FPA loses chief

MICHAEL HOBBS  |  WEDNESDAY, 10 FEB 2010
Jo-Anne Bloch, chief executive of the Financial Planning Association (FPA), has resigned - a decision that took the FPA by surprise. Bloch spent three years as chief executive at the FPA. During this time she led the revamp of its professionalism framework ...

AMP planners back fee for service APL

MICHAEL HOBBS  |  TUESDAY, 9 FEB 2010
... met with financial planners in May last year and asked whether or not it should wait for the Financial Planning Association (FPA) deadline or start as soon as possible. "We asked them if they saw any reason not to transition now and the resounding answer ...

Clearview technical manager jumps to FPA

COMPANY RELEASE  |  WEDNESDAY, 20 JAN 2010
... has appointed former Clearview technical services manager Dante De Gori as general manager policy and government relations. FPA chief executive, Jo-Anne Bloch, said De Gori has participated in numerous FPA Committees, most recently as chair of the FPA's ...

Motorcycle diaries

RUTH LIEW  |  FRIDAY, 11 DEC 2009
... portfolios of stocks," said Carter, who currently rides a Harley Davidson Softail and KTM 640 Super Moto. Former chair of the FPA and Triumph fan, Ray Griffin, says financial planning is much like motorcycling - it's not just about the destination as ...

Planners brace for fiduciary revolution

ALEX DUNNIN  |  TUESDAY, 24 NOV 2009
... need to as fiduciary responsibility is highly likely - as highlighted by Joe Hockey shadow treasurer in his speech to the FPA conference last week - to be incompatible with such remuneration models. The implications for insurance specialist advisers ...

AFA calls for more consultation on education

COMPANY RELEASE  |  MONDAY, 23 NOV 2009
The Association of Financial Advisers (AFA) said the Financial Planning Association of Australia's (FPA) education consultation paper includes some "good ideas" and called for a truly consultative approach to developing education standards. Richard ...

Remuneration dilemma

MICHAEL HOBBS  |  MONDAY, 23 NOV 2009
... because all forms of remuneration present a conflict of interest. Speaking at the Financial Planning Association of Australia (FPA) National Conference in Melbourne in a panel discussion, Vamos said she previously worked as a life insurance agent, general ...

AMP exec joins planning standards board

AMP ANNOUNCEMENT  |  FRIDAY, 20 NOV 2009
... planning licensees, which includes nearly 700 CFP professionals. Helmich also chaired the Financial Planning Association (FPA) Board from 2002 to 2004, and was awarded Life Membership in the FPA in 2007. Prior to 1996, Helmich worked as state manager ...

FPA names Value of Advice winners

MICHAEL HOBBS  |  FRIDAY, 20 NOV 2009
... Landmark Financial Management; Josef Stadler, PSK Financial Services and Chris Craggs from Argurion Financial Group have won the FPA's Value of Advice Awards. Wilson won the Financial Planning Association of Australia's (FPA) Value of Advice Award in ...