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

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

... consistent set of definitions and terminologies drafted ahead of their presentation at this year's Financial Planning Association (FPA) conference in November. Michelle Baltazar

It's time to work together: MDRT

HAMISH MADDEN  |  FRIDAY, 15 SEP 2006
... that local advisers and associations, like the Association of Financial Advisers (AFA) and the Financial Planning Association (FPA), worked together collaboratively. MDRT has 180 members in Australia, a number it hopes to increase five-fold in the next ...

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
... client adviser, and was the business development manager and chapter development manager of the Financial Planning Association (FPA) while most recently working with Tribeca as their key account manager. The appointment follows the recent additions of ...

Fiducian adds advisers SMSF course

KATE HAGE  |  WEDNESDAY, 12 JUL 2006
... course will be run through Tribeca and will add to the 50 FPA accredited training hours and two Financial Planning Association (FPA) accredited professional development days that Fiducian's advisers complete per year.