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Search ResultsShowing 1 - 10 of 100+ results for "Dante De Gori"
ASIC not recommending general advice change
JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAY 2021
... the use of general advice to determine whether further changes are needed to protect consumers," chief executive Dante De Gori said. The findings follow ASIC's win over Westpac in the High Court in February, confirming that Westpac Securities Administration ...
FPA launches file note guidance
ELIZABETH MCARTHUR  |  MONDAY, 26 APR 2021
... keeping meticulous file notes was identified as an area for improvement for financial planners," FPA chief executive Dante De Gori said. "In reviewing AFCA reports and case law, detailed file notes were one of the biggest factors which helps in defending ...
FPA names Gwen Fletcher Memorial Award winner
ELIZA BAVIN  |  THURSDAY, 25 FEB 2021
... knowledge I've gained from the program will be hugely beneficial to me and my clients," he said. FPA chief executive Dante De Gori congratulated Manias on his win and recognised his ongoing commitment to improving the financial planning profession through ...
FPA calls for levy overhaul
ANNABELLE DICKSON  |  WEDNESDAY, 3 FEB 2021
... practically impossible for a financial planner to effectively budget for this business cost," FPA chief executive Dante De Gori said. The FPA is concerned that the dramatic increase in the levy is not consistent with revenue growth for advisers and the ...
Reference checks should cover all advice: FPA
KARREN VERGARA  |  MONDAY, 1 FEB 2021
... and when recruiting, many do not take the information provided to them by referees seriously. FPA chief executive Dante De Gori said the association has been a strong supporter of the central referee register maintained by the ABA but is "confused" why ...
Hume promoted to cabinet
ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... at NAB, Rothschild Australia, Deutsche Bank and Australian Super. Financial Planning Association chief executive Dante De Gori welcomed Hume's expanding role and said she has achieved any things for the industry. "Senator Hume has worked closely with ...
Key advice reforms tabled
KARREN VERGARA  |  THURSDAY, 10 DEC 2020
... still be permitted. "This is an important outcome." Financial Planning Association of Australia chief executive Dante De Gori welcomed the reforms. "It's great to see the government has made significant changes to the annual renewal arrangements ...
Government to wind up FASEA
KARREN VERGARA  |  WEDNESDAY, 9 DEC 2020
... standards, investigating potential breaches of mandatory standards and law, and applying discipline," FPA chief executive Dante De Gori said. Association of Financial Advisers chief executive Philip Kewin echoed similar sentiments. "Financial advisers ...
Government backs disciplinary body in principle
KARREN VERGARA  |  MONDAY, 30 NOV 2020
... Australia said it welcomed the release of the independent review with respect to Recommendation 7.1 FPA chief executive Dante De Gori said it acknowledges the government's support to improve the effectiveness of the TPB as part of the process of ...
FPA announces 2020 award winners
KANIKA SOOD  |  THURSDAY, 26 NOV 2020
... presentation to the FPA Awards judges. He's an incredible role model for young financial planners," FPA chief executive Dante De Gori said. His firm is also the winner of FPA Professional Practice of the Year Award. "The judges commented that the ...
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