Search Results | Showing 61 - 70 of 2254 results for "Financial planner" |
| | | ... executive Sarah Abood said. EFS Advice founder and principal adviser Andy Reynolds took home the FPA Certified Financial Planner Professional of the Year Award. "Andy's approach to supporting his clients' understanding of complex financial issues, especially ... |
| | | | A rapidly ageing population has changed the face of retirement. Speaking at the Financial Planning Association of Australia's (FPA) Professionals Congress London Business School professor Andrew Scott explained why. Kicking things off, Scott said ... |
| | | | Despite the uncertainty facing the financial advice sector, Financial Planning Association of Australia chief executive Sarah Abood says she's never felt more optimistic about the future. Welcoming more than 1200 delegates to the 2022 FPA Professionals ... |
| | | | ... AFA's proud 76-year history as well as the FPA's background of providing the globally recognised Certified Financial Planner designation." Also, last week, as previously reported by Financial Standard, the FPA recorded a deficit of $1.2 million ... |
| | | | Retirement is overwhelmingly concerning Australians, with a nationally representative Finder survey showing over 12 million people harbour longevity risk worries. The survey said 28% of respondents don't think they'll have enough super to stop ... |
| | | | The Financial Planning Association of Australia's (FPA) membership has fallen to 10,954 members from 11,811 last year, and the association has recorded a before-tax deficit of $1.2 million for the year ended June 30. FPA member numbers decreased ... |
| | | | ... Commission recommendation was that there be a central registration, and a requirement to be on that register to be a financial planner one of the sanctions available to the single disciplinary body would be to remove a person from the register but effectively ... |
| | | | The private asset manager has acquired Clearwater Portfolio Management, taking its total funds under management to just under $500 million. Clearwater Portfolio Management is a boutique based in Byron Bay which runs the Clearwater Dynamic Portfolio. ... |
| | | | ... certification its global symbol of excellence." He added: "The value of financial planning and of working with a financial planner who has committed to competency and ethical standards, like a CFP professional, is becoming increasingly important with ... |
| | | | ... financial control (28%) and improved financial freedom (27%). "Australians with an active relationship with a financial planner are better off in multiple ways. They suffer less financial stress, enjoy a higher quality of life, have more financial confidence ... |
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