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Showing 81 - 90 of 124 results for "FPA members"

FPA appoints Rantall to top job

MICHAEL HOBBS | WEDNESDAY, 5 MAY 2010

... February to become member services and advice leader at Mercer. Rantall said his first priority is to meet with as many FPA members as possible to understand their concerns. In addition, he plans to meet with the government regarding the Future of Financial ...

FPA and AFA back members to remain in industry

MICHAEL HOBBS | TUESDAY, 27 APR 2010

... and 85 per cent of them have told the FPA they can already provide advice on a fee-for-service basis. He expects all FPA members will be able to provide a fee-based remuneration structure by the 2012 deadline. "There will be parts of the industry that ...

FPA calls for whistleblowers and more planner education

MICHAEL HOBBS | THURSDAY, 19 NOV 2009

... outsourced to Deloitte and will then use their existing infrastructure to collate and manage the information and reports. FPA members and the community will be able to access FPA Confidential portal on the association's website after the conference concludes. ...

FPA board approves move away from commissions

COMPANY RELEASE | FRIDAY, 23 OCT 2009

... guidelines, tools and information for those member practices that haven't yet acted on the FPA's recommendations. "FPA members will be required to transition away from commission-based remuneration by 2012 but the FPA wants to encourage members to adopt ...

FPA 2009 Value of Advice Awards

FPA ANNOUNCEMENT | THURSDAY, 3 SEP 2009

... entries to the Financial Planning Association of Australia's (FPA) 2009 Value of Advice Awards. The VOA Awards recognise FPA members who demonstrate 'best practice' financial advice for their clients, while also promoting the professionalism of FPA practitioner ...

FPA and SPAA sign MOU

COMPANY RELEASE | WEDNESDAY, 12 AUG 2009

... be important to share knowledge, skills and ideas where they meet the needs of both memberships," said Bloch. "Many FPA members use SMSFs as effective superannuation structures for clients and will benefit from the MOU." Both associations have mutually ...

PI insurers face $300m in claims

RUTH LIEW | THURSDAY, 30 JUL 2009

... broker and delivered the industry body's "Pro PI" service that adheres to RG 126 obligations. The arrangement gave FPA members cover as well as access to underwriters and a phone number, which provides contact with JLT staff, who specialise in financial ...

FPA upgrades CPD program

PRESS RELEASE | WEDNESDAY, 25 MAR 2009

... (CPD) to move away from relying on the basic requirements of RG146. The improved CPD policy is a clear recognition by FPA members of the limitations of RG146, said FPA deputy chief executive and head of professionalism, Deen Sanders. "It is also vindication ...

FPA members gain practice tool

MICHAEL HOBBS | WEDNESDAY, 25 FEB 2009

Financial Planning Association (FPA) members can benchmark their business against others in the industry and identify areas for improvement after Business Health's practice diagnostic program was added to the association's online member section. The ...

Future2 calls for bushfire donations

PRESS RELEASE | MONDAY, 16 FEB 2009

... bushfire victims through the [FPA's] pro bono referral service." The Future2 Foundation was setup by a small number of FPA members. The foundation received support from the FPA board in 2006 and trustees were appointed in April 2007.

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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