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| | ... the Working Group. We look forward to working together to improve access to financial advice for all Australians," Jo-Anne Bloch said. Richard Gilbert, chief executive at the Investment and Financial Services Association (IFSA) said any measures to improve ... |
| | | ... to sell a product." However, speaking at the Financial Planning Association (FPA) conference yesterday, FPA chief Jo-Anne Bloch said four out of five Australian don't seek advice because they think it is too expensive and remain skeptical due to bad ... |
| | | ... simplified Statement Of Advice (SOA) which cuts planner preparation time by as much as 50 per cent. FPA chief executive, Jo-Anne Bloch, said the 'Simplified SOA' has been developed after the Financial Services Reform compliance regime significantly raised ... |
| | | ... obtain the compensation they are due where the financial adviser has gone out of business or absconded," he said. Jo-Anne Bloch, chief executive at the Financial Planning Association (FPA), said, "We are still unsure as to how FICS arrived at an appropriate ... |
| | | ... the limits above $100,000 because we do not believe that this increase was warranted," said FPA chief executive, Jo-Anne Bloch. "We are still unsure as to how FICS arrived at an appropriate number, and we are still uncertain as to how FICS arrives as ... |
| | | ... welcomed by the industry body for planners, the Financial Planning Association (FPA). FPA chief executive officer, Jo-Anne Bloch also said, "Labor has always expressed a firm commitment to reducing red tape, including reducing lengthy and costly disclosure ... |
| | | ... allowed MLC to pay $70 million in unit pricing errors to investors. Financial Planning Association chief executive Jo-Anne Bloch also said in a statement the comments were invalid. "This is yet another attempt by Industry Super Network to promote their ... |
| | | ... almost half of Australians 25-34 using the internet to source information to help them make financial information." Jo-Anne Bloch, Financial Planners Association (FPA) chief executive, said, "The concept has the potential to provide a lot of benefits ... |
| | | ... need to use a planner. However, the campaign did not go down well with members, according to FPA chief executive Jo-Anne Bloch. "Our members have not warmed to Dazza, and we must do more to either convince members that Dazza has achieved very significant ... |
| | | ... on asset class choice, and fees and charges. The booklet also provides useful tips on maximising superannuation. Jo-Anne Bloch, FPA chief executive, said, "FPA research shows that four in 10 Australians run into difficulties understanding superannuation. ... |
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