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Showing 71 - 80 of 982 results for "Financial Planning Associatio"

Experienced advisers in education limbo

KARREN VERGARA  |  MONDAY, 21 MAR 2022
Experienced financial advisers that have yet to gain a bachelor's degree or equivalent are caught in the middle of a political maelstrom promising an easier education pathway. With both major parties announcing significant changes to adviser qualifications ...

FPA is the preferred association: Research

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
The Financial Planning Association holds the lion's share of membership as nearly 40% of advisers report they are part of the professional body. Some 38% or 7239 active advisers on ASIC's Financial Adviser Register are members of the FPA based on the ...

Mixed reviews for advice industry reviewer

KARREN VERGARA  |  MONDAY, 14 MAR 2022
Lawyer Michelle Levy's appointment in overseeing the Quality of Advice Review has received a mixed reception from the financial advice industry. The Association of Independently Owned Financial Professionals executive director Peter Johnston called ...

Flexible work expectation gap widens

KARREN VERGARA  |  WEDNESDAY, 9 MAR 2022
Flexible work arrangements will be a major deal-breaker in retaining and attracting staff as the financial services industry navigates operating in a post-COVID environment. Speaking on a panel for International Women's Day yesterday, Financial Planning ...

Winner of Gwen Fletcher Memorial Award 2022 announced

ELIZABETH MCARTHUR  |  WEDNESDAY, 2 MAR 2022
The Financial Planning Association of Australia (FPA) has congratulated the first winner of the Gwen Fletcher Memorial Award for 2022. Melbourne-based senior advice compliance analyst Danica Lozada of Industry Fund Services has taken home the award. ...

FPA pushes for advice law simplification

KARREN VERGARA  |  WEDNESDAY, 2 MAR 2022
Heavy-handed regulations puts financial advisers at significant risk of breaching the law, according to the Financial Planning Association of Australia, which is urging the government to strip out layers of complexity in the latest round of reforms. ...

Aussie CFPs move toward 5000

KARREN VERGARA  |  WEDNESDAY, 23 FEB 2022
Australian Certified Financial Planners added 164 professionals to the fold last year, taking the total to nearly 5000. The Financial Planning Association of Australia, which is the certification body for the CFP designation in the country, recorded ...

Sudden departure for CountPlus chief

KARREN VERGARA  |  THURSDAY, 17 FEB 2022
The chief executive of ASX-listed CountPlus has abruptly stepped down three months after he was reappointed to the post. Matthew Rowe, who also serves as managing director, exits on February 24. Chief financial officer Laurent Toussaint assumes the ...

CSLR will not fully protect investors

KARREN VERGARA  |  WEDNESDAY, 16 FEB 2022
With the proposed Compensation Scheme of Last Resort regime closer to passing, there are fears it will fall short of protecting consumers. The Senate Economics Legislation Committee released a summary of the proposed bill, with input from industry stakeholders ...

Retirement Income Covenant, CCIV reforms pass

KARREN VERGARA  |  FRIDAY, 11 FEB 2022
Two long-awaited reforms, the Retirement Income Covenant and Corporate Collective Investment Vehicle regime, passed parliament yesterday. Superannuation funds will have to provide a retirement income strategy for members to assist them in their later ...