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Showing 861 - 870 of 982 results for "Financial Planning Associatio"

FPA reports finances and enrolments on the up

HAMISH MADDEN | TUESDAY, 31 OCT 2006

Ahead of its annual general meeting (AGM) on 24 November, the Financial Planning Association (FPA) has announced an operating surplus of $606,000 as well as record enrolments into the CFPA(R) program. The surplus means that FPA cash reserves have been ...

FPA appoints GM for standards, certification and education

HAMISH MADDEN | FRIDAY, 27 OCT 2006

The Financial Planning Association (FPA) has combined its professional standards, CFPA(R) certification and education streams and appointed Deen Sanders as general manager to oversee the newly merged function. Sanders moves from his role as general ...

Henry Financial Group joins Genesys

HAMISH MADDEN | WEDNESDAY, 25 OCT 2006

Financial Planning Association (FPA) director Leonie Henry's advice business, the Henry Financial Group, has joined the Genesys Wealth Advisers network. Brisbane based Henry Financial Group has been in business for 20 years but Leonie Henry said moving ...

Ban default super funds: FPA

ALEX DUNNIN | WEDNESDAY, 25 OCT 2006

The Financial Planning Association (FPA) has called for default super fund selections to be banned because they block consumers from developing customised retirement strategies. Speaking at the first day of public hearings in Sydney for the Parliamentary ...

Dieters to chair FPA for another year

HAMISH MADDEN | MONDAY, 16 OCT 2006

Corinna Dieters will continue as chair of the Financial Planning Association (FPA) after being unanimously re-elected by the board. Dieters was also elected to the board as a voting member director for two years in 2004, but she will abdicate this position ...

Less confusion, more clarity on managed accounts: IMAP

Competing players from Australia's fast growing managed accounts sector will join forces to present the public with a uniform set of terminologies and help clarify the confusion surrounding the different managed account products. Around 40 industry ...

It's time to work together: MDRT

HAMISH MADDEN | FRIDAY, 15 SEP 2006

At nearly 80 years of age, the Million Dollar Round Table (MDRT) is still leading the charge for international best practice in financial advice and, excited by what it sees in Australia, it is urging advisers and associations to work together to continue ...

FPA broadens entry to CFP

KATE HAGE | WEDNESDAY, 23 AUG 2006

The Financial Planning Association (FPA) has broadened its entry criteria into the certified planner program in what it said is an effort to raise standards at a time when the industry's professionalism is coming under greater scrutiny. As of 1 January ...

Praemium adds NSW head of sales

KATE HAGE | THURSDAY, 13 JUL 2006

Listed portfolio administration provider Praemium has announced the appointment of a state manager for New South Wales and ACT on the back of a national expansion strategy. The group, which listed on the ASX in May, has appointed Nat Fiennes, whose ...

Fiducian adds advisers SMSF course

KATE HAGE | WEDNESDAY, 12 JUL 2006

In a bid to boost their financial planner's specialist expertise, Fiducian Financial Service's advisers will complete a self-managed superannuation fund training course that is currently being encouraged by ASIC on top of PS 146. Technical services ...

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Treasury responds to Debelle's review into the AOFM

KARREN VERGARA

Treasury has responded to the Guy Debelle-led review into the Australian Office of Financial Management (AOFM), agreeing to all six recommendations.

Bravura ups guidance, reports earnings increase

RIDDHIMA TALWANI

Bravura Solutions informed investors cost discipline will protect its full year earnings result after a client migrated to a Business Process Outsourcing (BPO) early in the year.

MaxCap hires from Vanguard, AustralianSuper

MATTHEW WAI

MaxCap has welcomed two senior directors, including a portfolio manager from Australia's largest super fund, reporting to the recently named chief executive Kylie Robb.

Zenith snags mandate from Granite Bay

MATTHEW WAI

Granite Bay Private Wealth has selected Zenith Investment Partners to support their investment governance and due diligence.

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Blake Briggs

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Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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