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Showing 71 - 80 of 100+ results for "Financial Planning Association of Australia"

FASEA urged to clarify in-house product conflicts

ELIZABETH MCARTHUR  |  THURSDAY, 5 NOV 2020
... - without any reference to the specific recommendations made to each client." The Financial Planning Association of Australia (FPA), in its submission, agreed that standard three has some issues. "The FPA remains concerned that the wording of standard ...

FPA announces three board additions

ELIZA BAVIN  |  TUESDAY, 27 OCT 2020
The Financial Planning Association of Australia (FPA) has announced the appointment of three new additions to its board. Kearsten James, Julie Matheson and Julian Place have been elected to the FPA board. James and Place will serve on the board for ...

FS Power50 revealed

STAFF WRITER  |  MONDAY, 26 OCT 2020
... team. The list was also screened by the Association of Financial Advisers and the Financial Planning Association of Australia prior to publishing. There are plenty of new faces on this year's list, with 23 advisers appearing in the FS Power50 for ...

Calls to axe TPB for financial advisers

ELIZABETH MCARTHUR  |  FRIDAY, 23 OCT 2020
... of financial advice to more Australians." His views are in line with those of the Financial Planning Association of Australia (FPA). FPA chief executive Dante De Gori recently said that the establishment of a new single disciplinary body for financial ...

Cost of advice soars as red tape grows

ELIZA BAVIN  |  WEDNESDAY, 21 OCT 2020
... showing the average cost for a Statement of Advice has increased 10% in 12 months, the Financial Planning Association of Australia (FPA) is warning of the detrimental impact ongoing reform is having on financial advisers and consumers. The FPA said the ...

Sam Henderson sentenced

ELIZABETH MCARTHUR  |  TUESDAY, 20 OCT 2020
... would have seen the client $500,000 worse off. When that client complained to the Financial Planning Association of Australia, Henderson allegedly called her "aggressive" and "nit-picking". Commissioner Kenneth Hayne did not accept Henderson's defence ...

FPA renews calls for advice definition changes

ANNABELLE DICKSON  |  THURSDAY, 8 OCT 2020
The Financial Planning Association of Australia (FPA) is once again calling on lawmakers to change the term 'general advice' to diminish client confusion and enhance confidence in the industry. Instead of 'general advice', the FPA is recommending it ...

Pandemic proves value of advice: FPA

ANNABELLE DICKSON  |  TUESDAY, 6 OCT 2020
... integral in highlighting the value of financial advice, according to new research. The Financial Planning Association of Australia's (FPA) inaugural Money & Life Tracker: COVID Edition reveals Australians with financial advisers were not financially ...

Advice too expensive, hard to access: FPA

ALLY SELBY  |  WEDNESDAY, 16 SEP 2020
... facing reduced access to financial advice. The research from CoreData, presented at the Financial Planning Association of Australia's (FPA) 'Uncovering the Value of Financial Planning Advice' virtual event held earlier this month, drew on key industry ...

Adviser demands answers from Media Super

ELIZABETH MCARTHUR  |  TUESDAY, 8 SEP 2020
... for a very vulnerable client has been indefinitely delayed. ClaimRight founder and Financial Planning Association of Australia board member William Johns wrote to Media Super acting chief executive Tony Griffin last week in a private message on LinkedIn. ...