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FPA 2004 Annual Convention draws a crowd

The Financial Planning Association (FPA) said six months ahead of its 2004 annual convention and expo more than half the exhibition space and two thirds of budget had been secured. More than 70 leading financial planners will have exhibitions introducing ...

FPA projects $2 million deficit, plans to scrap education services

Preparation for the Financial Services Reform Act has been very costly for the Financial Planning Association (FPA), chairman Steve Helmich revealed yesterday. Releasing unaudited half-year results, the FPA projected a deficit of $2 million for the ...

FPA says 97% of principal members FSR compliant

The Financial Planning Association (FPA) has confirmed that 560 of its current 576 principal members - or 97% - have either obtained or have applications pending for an Australian Financial Services Licence (AFSL) and will be compliant come the Financial ...

FPA chief takes on ASIC over paperwork hassles

Financial Planning Association (FPA) chief executive Kerrie Kelly has been quick to follow through on her promise to lobby the Government and regulatory bodies, by sending a submission to the corporate watchdog outlining its Statement of Advice concerns. ...

FPA diploma enrolments closing soon

Enrolments for the Financial Planning Association of Australia's first semester courses close on February 6. The association offers a Diploma of Financial Services, Advanced Diploma of Financial Services and a Certified Financial Planner program. New ...

FPA chairman flags further changes

Financial Planning Association (FPA) chairman, Steve Helmich, has backed the December restructure of the organisation by new chief executive officer Kerrie Kelly, and flagged further changes that will be made in 2004. In December, Kelly announced she ...

Winchcombe Carson robustified by AFS compliance: IOOF

... has announced. "Winchcombe Carson was one of the first dealer groups to obtain an AFS licence and we estimate from ASIC and FPA figures that only around 50 per cent of dealer groups have obtained their new licence to date," IOOF head of dealerships & ...

FPA chief speaks out on restructure

Recently appointed chief executive of the Financial Planning Association (FPA) Kerrie Kelly has put to rest speculation surrounding the dramatic restructure of the industry body, as reported in the Financial Standard yesterday. "The actual number of ...

Christmas spirit replaced by outrage as FPA cut 22 staff

Recently appointed Financial Planning Association (FPA) chief executive Kerrie Kelly has announced her first action in her new role, bringing the axe down on 22 staff, clearing the way for a complete restructure of the representative body. "It would ...

FPA appoints five new directors to Board

The Financial Planning Association of Australia (FPA) has welcomed five new members to its Board of Directors, following closely on the commencement Kerrie Kelly's term as new FPA chief executive. The Board additions are Dominic Alafaci CFP, Julie Berry ...

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Global X awards mandate for ETF business

ELIZA BAVIN | 12:33PM

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA | 11:56AM

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI | 11:09AM

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA | 12:20PM

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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