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Showing 71 - 80 of 109 results for bloch

FPA rejects tax bill changes

MICHAEL HOBBS  |  MONDAY, 21 JUL 2008
... requirement could boost compliance costs for financial advisers and therefore increase the cost of delivering advice. Jo-Anne Bloch, FPA chief executive, said the draft Bill is inconsistent with the government's deregulation agenda and strategy to provide ...

One-size rule does not fit advice

RUTH LIEW  |  THURSDAY, 17 JUL 2008
... is not broad enough to address the serious issues of cost and accessibility of advice," said FPA chief executive Jo-Anne Bloch. The FPA is currently seeking clarity within the law around the ability to provide advice that is limited to what customers ...

FPA partners with Deakin

MICHAEL HOBBS  |  WEDNESDAY, 18 JUN 2008
... financial planners will be awarded the post nominal designation 'LRS' which can be identified and actively promoted. Jo-Anne Bloch, FPA chief executive, said the initiative would bridge the gap left by the Life Underwriters program which ended more than ...

Planners set to Ignite the Difference

MICHAEL HOBBS  |  MONDAY, 16 JUN 2008
... the Hoodoo Gurus and will recognise and celebrate planners that have excelled in the providing financial advice. Jo-Anne Bloch, FPA chief executive, said the conference provided a perfect balance between technical, motivational and social activities. ...

FPA launches PI insurance for members

MICHAEL HOBBS  |  WEDNESDAY, 4 JUN 2008
... as a result." The FPA began calling for submissions to provide PI insurance for its members in March this year. Jo-Anne Bloch, FPA chief executive, said the FPA was prompted to act after the Australian Securities and Investment Commission (ASIC) released ...

FPA to provide PI insurance to members

MICHAEL HOBBS  |  THURSDAY, 20 MAR 2008
... Association (FPA) is calling for submissions to provide group indemnity insurance for its members by June this year. Jo-Anne Bloch, FPA chief executive, said prior to this action, planners would either find their own indemnity insurance or consult the ...

FPA to offer Life Risk course

... in speciality professional areas, with the Life Risk Advisers program the first off the rank. FPA chief executive Jo-Anne Bloch said the FPA has developed the new education program to enable Associate Financial Planners (AFP) practitioner members to ...

FPA drafts practice principles

MICHAEL HOBBS  |  WEDNESDAY, 12 MAR 2008
... standards would allow financial planners to tailor their services to a framework that consumers could understand. Jo-Anne Bloch, FPA chief executive, said the standards would help consumers understand the financial planning process. "The community expects ...

Govt creates super advisory

MICHAEL HOBBS  |  WEDNESDAY, 5 MAR 2008
... House in Canberra for the first time this week. The group is expected to meet every four months. The group includes Jo-Anne Bloch, Financial Planning Association (FPA) chief executive; John Maroney, Institute of Actuaries of Australia chief executive ...

FPA takes it to the grassroots

MICHAEL HOBBS  |  FRIDAY, 22 FEB 2008
... Colonial First State head of distribution, was appointed chairman of the council, which is scheduled to meet next week. Jo-Anne Bloch, FPA chief executive, said, "The Council will focus on raising awareness of financial planning as an exciting, rewarding ...