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Showing 811 - 820 of 950 results for "FPA"

FPA appoints policy head

HAMISH MADDEN  |  FRIDAY, 25 MAY 2007
The Financial Planning Association (FPA) has appointed a new general manager policy and government relations. Former Secretary General of the Institutional Money Market Funds Association (IMMFA) in the UK, Gerard (Ged) Fitzpatrick, joins the FPA in ...

Advice already in client's best interest: FPA

ALEX DUNNIN  |  MONDAY, 12 MAR 2007
... the individual client's needs and circumstances and all conflicts must be disclosed, said Financial Planning Association (FPA) chief executive officer Jo-Anne Bloch. "Firstly, the Corporations Act already requires financial planners to give advice which ...

FPA's Value of Advice Awards 2007

The Financial Planning Association (FPA) is accepting entries for its Value of Advice Awards 2007, which acknowledge exemplary financial planners in five different categories. Started last year, the Value of Advice Awards cover five categories, namely ...

Reverse mortgages to mature: SEQUAL

HAMISH MADDEN  |  TUESDAY, 27 FEB 2007
... Australia, would continue to ramp up as would the participation of industry associations. "The Financial Planning Association (FPA) and other industry bodies are recognizing they need to give their members guidance on how to use these products." Last ...

FPA member fined and expelled

NICK OLIVER  |  MONDAY, 26 FEB 2007
The Financial Planning Association (FPA) has expelled a member in the continuing fallout from the Westpoint disaster. Western Australian planner Annemieke de Boer of Centro Financial Synergy was charged with 35 breaches of the FPA's Code of Ethics and ...

FPA checklist to guide members on super switching

HAMISH MADDEN  |  TUESDAY, 20 FEB 2007
The Financial Planning Association (FPA) has released a checklist for its members working with clients on switching their superannuation. The checklist focuses on information gathering and comes in response to concern over legislative requirements for ...

FPA opposes creation of product sellers

The Financial Planning Association (FPA) is opposing the Federal Government's proposal to create a distinction between product sellers and financial planners, claiming consumers will have less protection. The FPA has submitted a response to the government ...

Industry catches on to IFSA/FPA code

NICK OLIVER  |  WEDNESDAY, 24 JAN 2007
An assessment by the Financial Planning Association (FPA) and Investment and Financial Services Association (IFSA) has revealed almost universal compliance levels for the IFSA/FPA Joint Code of Practice on Alternative Forms of Remuneration, devised ...

ANZ to offer Over Fifty Group reverse mortgages

HAMISH MADDEN  |  TUESDAY, 19 DEC 2006
... retirees to consider." Martin, an advocate for the reverse mortgage sector, also said that the Financial Planning Association's (FPA) indication it would enter into wide ranging discussion with members and stakeholders on reverse mortgages was another ...

BankWest and ABN AMRO win Best of the Best reverse mortgages

ALEX DUNNIN, HAMISH MADDEN  |  MONDAY, 11 DEC 2006
... reverse mortgages were beginning to gain traction in the financial planning community, with the Financial Planning Association (FPA) this month signalling its plans to consult with CHOICE, the Australian Securities and Investments Commission, the Senior ...