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| | ... recommend a product. "This Bill makes it easier for Australians to reap the benefits of good financial advice," said Jo-Anne Bloch, chief executive at FPA. "Significantly, it allows planners to help clients consolidate superannuation accounts without ... |
| | | ... the transitory arrangements have imposed on the financial planning profession," said FPA chief executive officer, Jo-Anne Bloch. "Australians need good advice now more than ever and such moves to help planners meet the current demand are most welcome ... |
| | | ... support the important role that financial planners play in providing sound advice," said FPA chief executive officer, Jo-Anne Bloch. "Failure to provide a disclosure document in a timely way does not help to ensure that consumers get appropriate advice ... |
| | | ... opposition and ASIC, particularly as the agenda for the upcoming federal election rolls out," FPA chief executive, Jo-Anne Bloch, said. "Ged joins at a critical time for the FPA and inherits both a firm policy base and robust committee structure." |
| | | ... circumstances and all conflicts must be disclosed, said Financial Planning Association (FPA) chief executive officer Jo-Anne Bloch. "Firstly, the Corporations Act already requires financial planners to give advice which is appropriate to clients' needs. ... |
| | | ... iceberg' of the good advice which financial planners deliver to clients every day," said the group's chief executive, Jo-Anne Bloch. "The standard of entries we received last year showed the high benchmark FPA members have created, and the benefits of ... |
| | | ... significant. They emphasise that the FPA will act to ensure that our standards are maintained at the highest level," said Jo-Anne Bloch, FPA chief executive officer. "We must both protect consumers, and safeguard the reputation of the vast majority of ... |
| | | ... superannuation accounts, which inhibits their ability to advise clients on super switching," chief executive officer, Jo-Anne Bloch, said. "ASIC's position is clear that advice can't be given without appropriate consideration of the client's circumstances. ... |
| | | ... effectively be salespeople who are not required to consider the individual client's needs. FPA chief executive, Jo-Anne Bloch, said, "We have real concerns that the proposal to create a 'sales' category in its present form could substantially alter the ... |
| | | ... Remuneration, devised two years ago. Licensees and planners appear to have adapted well to the disclosure regime. Jo-Anne Bloch, chief executive officer of the FPA, said, "The review has reinforced the fact that the code is working effectively and that ... |
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