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| | | Fortnum, Centrepoint, Easton Wealth, CountPlus, Fitzpatricks and Paragem have all criticised the Financial Planning Association of Australia's latest policy proposal. The FPA wants to see AFSLs only responsible for the oversight of product compliance ... |
| | | | The Financial Planning Association of Australia (FPA) wants a professional registration for individual advisers to replace the current system. Currently, an Australian financial services licence (AFSL) is required to provide advice. FPA chief executive ... |
| | | | ... them to be comfortable with technology. "Holding your Certified Financial Planner qualification or Masters of Financial Planning may not be enough to differentiate your application without providing your best achievements," Gvalda said. "We are seeing ... |
| | | | The buyer of Chant West's financial planning software business Enzumo has been revealed, with an ASX-listed dealer group set to fork out $1.5 million for the business. Centrepoint Alliance will acquire Enzumo from Chant West, in a move that chief executive ... |
| | | | ... executive of BT Financial Group for six years where he was responsible for all of Westpac's funds management, financial planning, insurance, private banking, broking, platform and superannuation businesses in Australia. "This is a critical time for ... |
| | | | The Financial Planning Association of Australia has unveiled its five-year plan, which includes redundancies. The FPA is calling its new strategy the MAC strategy, focused on members, advocacy and consumers. The plan involves a restructure of the organisation ... |
| | | | ... which is owned by National Australia Bank, from January 2012 to November 2012. He was then licensed by AMP Financial Planning for one month from December 2012 to January 2013. He was with Chubb Insurance Australia from January 2013 to June 2013, followed ... |
| | | | ... did say FASEA takes enquiries directly from advisers and corresponds with advice associations including the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA), as well as the SMSF Association among others. ... |
| | | | ... GWM Adviser Services. It will stand alongside Godfrey Pembroke, MLC Connect and salaried adviser business NAB Financial Planning, which will soon be rebranded to MLC Advice. According to an MLC spokesperson, there is currently 81 advisers attached to ... |
| | | | ... representing different interests offered a mix of responses to the government's decision yesterday. The Financial Planning Association of Australia was pleased, and called on the Senate to "urgently" turn its attention to the FASEA extension bill. ... |
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