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Showing 781 - 790 of 950 results for "FPA"

FPA to provide PI insurance to members

MICHAEL HOBBS  |  THURSDAY, 20 MAR 2008
The Financial Planning Association (FPA) is calling for submissions to provide group indemnity insurance for its members by June this year. Jo-Anne Bloch, FPA chief executive, said prior to this action, planners would either find their own indemnity ...

FPA to offer Life Risk course

... is to provide accreditation in speciality professional areas, with the Life Risk Advisers program the first off the rank. FPA chief executive Jo-Anne Bloch said the FPA has developed the new education program to enable Associate Financial Planners (AFP) ...

Value after sub-prime: van Eyk

MICHAEL HOBBS  |  THURSDAY, 13 MAR 2008
... said the US sub-prime crisis would resonate for the first half of this year but this trend would change after July. "At the FPA last year, there were people like me who thought the US sub-prime was here to stay and there were others who thought we would ...

FPA drafts practice principles

MICHAEL HOBBS  |  WEDNESDAY, 12 MAR 2008
The Financial Planning Association (FPA) has developed a set of Practice Standards for its members to ensure clients consistently receive appropriate advice. The FPA Professional Conduct Committee, financial planners and compliance specialists developed ...

Govt creates super advisory

MICHAEL HOBBS  |  WEDNESDAY, 5 MAR 2008
... this week. The group is expected to meet every four months. The group includes Jo-Anne Bloch, Financial Planning Association (FPA) chief executive; John Maroney, Institute of Actuaries of Australia chief executive; Rosemary Vilgan, Qsuper chief executive ...

Good wine, good advice

... preliminary financial advice counted as a capital expense. However, the industry's peak body, the Financial Planning Association (FPA) is lobbying for the government to change this rule. But Leslie said that in a way it filters out people who are not ...

FPA takes it to the grassroots

MICHAEL HOBBS  |  FRIDAY, 22 FEB 2008
The Financial Planning Association (FPA) has established the Future Financial Planners Council, made up of the country's key industry players, to raise awareness of the profession among university students. The Council will design marketing material ...

Right advice delivers $1.7m

RUTH LIEW  |  WEDNESDAY, 13 FEB 2008
... professional financial advice is no simple feat, but the latest case studies by the Financial Planning Association of Australia (FPA) found eight Australians reaped a total $1.7 million in savings and profits with the right advice. The catch however ...

Fed Govt creates financial services task force

MICHAEL HOBBS  |  WEDNESDAY, 6 FEB 2008
... disclosure statements could be a factor in some investors' losses. In November last year, the Financial Planning Association (FPA) together with ASIC and Treasury created the short form statement of advice (SOA). "The FPA will take our short-form SOA ...

NZ planners regs improve fee transparency

... forms of remuneration to their clients. Local planning groups, alongside industry bodies the Financial Planning Association (FPA) and the Association of Financial Advisers (AFA), have also urged members to be more transparent with fees and disclose likely ...