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Showing 71 - 80 of 2975 results for %22Financial Planner%22

Winners are grinners: FPA awards

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
... executive Sarah Abood said. EFS Advice founder and principal adviser Andy Reynolds took home the FPA Certified Financial Planner Professional of the Year Award. "Andy's approach to supporting his clients' understanding of complex financial issues, especially ...

The challenge of articulating value of ongoing advice

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
... of the challenges planners face in articulating the value of ongoing advice arrangements. On the panel was Personal Financial Services principal and founding director Angela Martin and Profile Financial managing director Phillip Win, sharing difficulties ...

Advising an ageing population

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
A rapidly ageing population has changed the face of retirement. Speaking at the Financial Planning Association of Australia's (FPA) Professionals Congress London Business School professor Andrew Scott explained why. Kicking things off, Scott said ...

Never been more optimistic: Abood

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
Despite the uncertainty facing the financial advice sector, Financial Planning Association of Australia chief executive Sarah Abood says she's never felt more optimistic about the future. Welcoming more than 1200 delegates to the 2022 FPA Professionals ...

AFA posts $273,135 operational loss

ANDREW MCKEAN  |  TUESDAY, 8 NOV 2022
... AFA's proud 76-year history as well as the FPA's background of providing the globally recognised Certified Financial Planner designation." Also, last week, as previously reported by Financial Standard, the FPA recorded a deficit of $1.2 million ...

Australians worry about retirement - and maybe they should

ANDREW MCKEAN  |  TUESDAY, 8 NOV 2022
... comfortable retirement at age 67 as $640,000 for couples, and $545,000 for singles. Though, as previously reported by Financial Standard, ASFA's Retirement Standard was labelled too high by Super Consumers Australia. The consumer body said a pre-retiree ...

FPA membership declines, deficit materialises

ANDREW MCKEAN  |  THURSDAY, 3 NOV 2022
The Financial Planning Association of Australia's (FPA) membership has fallen to 10,954 members from 11,811 last year, and the association has recorded a before-tax deficit of $1.2 million for the year ended June 30. FPA member numbers decreased ...

Financial adviser registration delayed

ANDREW MCKEAN  |  THURSDAY, 3 NOV 2022
... Commission recommendation was that there be a central registration, and a requirement to be on that register to be a financial planner one of the sanctions available to the single disciplinary body would be to remove a person from the register but effectively ...

PAC Capital buys Clearwater Portfolio Management

CHLOE WALKER  |  WEDNESDAY, 2 NOV 2022
... acquisition provides presents new opportunities that PAC has long been positioning itself for." PAC is now partnered with financial advisers across New South Wales, Victoria, Queensland and South Australia, he said. "The acquisition signifies PAC's intentions ...

FPSB names new leader

CHLOE WALKER  |  FRIDAY, 28 OCT 2022
... certification its global symbol of excellence." He added: "The value of financial planning and of working with a financial planner who has committed to competency and ethical standards, like a CFP professional, is becoming increasingly important with ...