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| | | ... financial 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 ... |
| | | | ... 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 the wealth accumulation and protection category. The Victorian-based financial ... |
| | | | ... obligation towards their clients takes away the need for planner remuneration reforms. Speaking at the Financial Planning Association of Australia's (FPA) National Conference, Hockey said it should be up to financial planners to decide which form of ... |
| | | | ... planners making the "mental shift" to charging fees upfront, said a panel of experts. Speaking at the Financial Planning Association of Australia's (FPA) National Conference in Melbourne, Rhonda McKenzie, financial planner at Planning for Life, said ... |
| | | | The Financial Planning Association of Australia (FPA) has set up a whistleblowing service and has flagged tougher educational requirements for people who want to become financial planners. Julie Berry, chair at FPA, said the FPA Confidential is an online ... |
| | | | ... 2012 deadline coincides with a similar deadline imposed by the industry body for planners, the Financial Planning Association (FPA), to its planner members to move away from commission-based fees. The new Charter took nearly a year in consultation and ... |
| | | | ... members by giving simple advice over the phone. The financial planning community disagrees, with the Financial Planning Association in July warning that the plan could place superannuation savings at risk, and the Association of Financial Advisers stating ... |
| | | | ... investment professionals further tainting the advice industry. It is one of the reasons why the Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) are pushing for the same regulatory reform: the need for advisers to ... |
| | | | ... Financial Services Association's (IFSA) advice network board committee, Perkovic has also worked in the Financial Planning Association of Australia's (FPA) medium and large licensees committee. Brian Bissaker, chief executive at Colonial First State ... |
| | | | ... managers now because we want to give them plenty of time to prepare for next year." Similar to the Financial Planning Association of Australia's (FPA) stance, the no-commission approach does not include life insurance products. AMP Financial Planning ... |
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