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Showing 61 - 70 of 139 results for %22Financial Planning Standards Board%22

New ethical advice certification will drive consumer trust

JAMIE WILLIAMSON AND DARREN SNYDER  |  FRIDAY, 18 AUG 2017
... Advisers, Annette Pulbrook, believes it is critical that an overriding code of ethics governs the activities of the financial planning profession with a code of behaviour and code of practice that's beyond the personal and moral obligations of any one ...

AFA executive joins standards board

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2017
... appointment coincides with the signing on a Memorandum of Understanding between the APFinSA and the European Financial Planning Association to begin the process of having the APFinSA's Fellow Chartered Financial Practitioner designation formally recognised. ...

FPA appoints conduct commission chair

EMMA RAPAPORT  |  FRIDAY, 5 MAY 2017
The Financial Planning Association of Australia is taking a step forward to becoming a code monitoring body with the appointment of a new chair to its conduct review commission. Graham McDonald, a solicitor and barrister with experience in dispute resolution ...

Mobile education drives advice professionalism

JAMIE WILLIAMSON  |  WEDNESDAY, 5 APR 2017
... education provider Monarch Institute. Users of knowITdigital's wealthdigital tool can now study a Diploma of Financial Planning and Advanced Diploma of Financial Planning integrated with the knowITdigital CPD offerings, providing advisers with education ...

AMP reshapes advice businesses, appoints MD

ALEX BURKE  |  FRIDAY, 31 MAR 2017
... team following the decision to bring multiple advice businesses under one roof. Following the restructure, AMP Financial Planning, AMP Advice, AMP Horizons and AMP Direct will be integrated under a new managing director, Michael Paff. Furthermore, AMP ...

Countplus appoints new CEO

ALEX BURKE  |  FRIDAY, 24 FEB 2017
... firm. As well as chairing the FPA for four years, Rowe was an Australian representative at the Financial Planning Standards Board in the US, a business banking manager at NAB and a corporate finance analyst at Westpac. "Countplus welcomes the known and ...

Top 10 executive appointments in 2016

STAFF WRITER  |  FRIDAY, 23 DEC 2016
... Barrett, who has since formed AZ Next Generation Advisory. Younger was responsible for the operations of ANZ Financial Planning and all aligned dealer groups. Prior to ANZ, Younger was the general manager of Commonwealth Financial Planning. He held a ...

Top 10 superannuation stories in 2016

STAFF WRITER  |  WEDNESDAY, 21 DEC 2016
... medium term. 3. Cbus expands investment team by 74% Cbus will expand its in-house investment team from 34 to 59 this financial year and implement a newly-defined strategy aiming to capture several scale advantages. Growing its investment team by 74% ...

Advisers see fintech as tool not threat

KERRIE SYDEE  |  FRIDAY, 14 OCT 2016
... enhance services rather than seeing it as threat to their livelihood. The new report from the Financial Planning Standards Board (FPSB) aims to start a global conversation around the implications of fintech and automated advice for the delivery of holistic ...

Award-winning adviser joins APESB

KERRIE SYDEE  |  TUESDAY, 31 MAY 2016
... expert and qualified lawyer. Mackay is also a member of the ASIC External Advisory Panel, an adjunct lecturer in financial planning at Macquarie University and is a member of the Superannuation Industry Relationship Network. Commenting on the appointment ...