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Showing 841 - 850 of 982 results for "Financial Planning Associatio"

FPA lends farmers a helping hand

HAMISH MADDEN  |  TUESDAY, 24 JUL 2007
The chair of the Financial Planning Association (FPA), Corinna Dieters, yesterday announced a pilot project for planners to help drought affected farmers free of charge, potentially the first of many pro bono projects for needy Australians. Dieters ...

Industry cheers red tape cuts

The Simpler Regulatory Bill passed last week will reduce the compliance burden and costs associated with advice for investments or superannuation amounts under $15,000, a move welcomed by the Financial Planning Association (FPA) and the Institute of ...

Advisers have 30 days to issue SoA

HAMISH MADDEN  |  TUESDAY, 19 JUN 2007
The Australian Securities and Investments Commission (ASIC) has extended the period in which an adviser can provide a Statement of Adive (SoA) from five to 30 days to cope with the frenzy of activity around the new super rules. ASIC said it had responded ...

Planners should not face criminal charges: FPA

HAMISH MADDEN  |  MONDAY, 4 JUN 2007
The Financial Planning Association (FPA) is arguing for the removal of criminal sanctions for advisers who fail to provide disclosure to clients, claiming the current regime is "excessive, unjust and contributes to fear and uncertainty". In a submission ...

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 ...

Investors will be compensated for dud advice: Pearce

ALEX DUNNIN  |  MONDAY, 21 MAY 2007
Financial services licensees must have measures in place so they can compensate retail clients if the advice or services they provide are found to be "inappropriate". The measures are part of a new regulation just announced by the Government and may ...

Advice already in client's best interest: FPA

ALEX DUNNIN  |  MONDAY, 12 MAR 2007
Financial advice must take into account 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 ...

One in 10 Japanese planners pass CFP

ALEX DUNNIN  |  FRIDAY, 9 MAR 2007
Only 10 per cent of Japanese financial planners sitting for the November 2006 Certified Financial Planner certification exams managed to pass, said the Japan Financial Planning Association (JFPA). The exams, held in 10 major cities throughout Japan ...

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
Increased competition in the reverse mortgage industry will see product providers fine-tuning their existing products and contracts rather than rushing new products to market, according to Keiren Dell, chief executive officer of the Senior Australians ...