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

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 ...

Aon welcomes new head of wealth management

HAMISH MADDEN  |  WEDNESDAY, 13 DEC 2006
... leadership positions within the MLC/Garvan dealership. "And he spent two years on the board of the Financial Planning Association in South Australia." Kraft is looking forward to his new role.

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 ...

More global, more professional: FPSB

... world. FPSB's Denver-based chief executive officer Noel Maye said that the CFP program, of which the Financial Planning Association (FPA) is an accredited provider, will be reviewed to reflect the 'best practice' that the organisation has developed in ...

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 ...