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Showing 851 - 860 of 982 results for "Financial Planning Associatio"

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
The Over Fifty Group has just announced that it will begin piloting a reverse mortgage product with the Australia and New Zealand Banking Group (ANZ). ANZ will begin offering Over Fifty Group reverse mortgages as soon as today in selected areas as part ...

Aon welcomes new head of wealth management

HAMISH MADDEN  |  WEDNESDAY, 13 DEC 2006
Aon Australia has recruited the head of MLC advice platforms, Pierre Kraft, to head up its Aon Wealth Management and Aon Financial Planning and Protection businesses. Stewart Fotheringham, Aon director, said Kraft brings leadership, technical and business ...

BankWest and ABN AMRO win Best of the Best reverse mortgages

ALEX DUNNIN, HAMISH MADDEN  |  MONDAY, 11 DEC 2006
BankWest has been awarded Money magazine's Best of the Best award for reverse mortgages sold by banks while ABN AMRO won the award for the best non-bank reverse mortgage. Macquarie and CommBank came in second and third for the banks while Bluestone ...

More global, more professional: FPSB

The Financial Planning Standards Board (FPSB), the umbrella body that offers Certified Financial Planners (CFP) certification, is undergoing a major system overhaul that will benefit CFP-accredited financial planners by making their accreditation recognised ...

Compare the pair: Weaven vs Lambert

Journalist and moderator Bob Gottliebsen called it "the main event" of this year's Financial Planning Association (FPA) conference and the attendees weren't disappointed as Industry Fund Services (IFS) chair, Garry Weaven, and Count Financial chair ...

FPA should lead not follow: Bloch

The Financial Planning Association's (FPA) chief executive, Jo-Anne Bloch, has called on FPA members to lead the debate on the challenges facing the industry in her opening address at the annual FPA conference today. "We need to lead the debate instead ...