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Showing 1 - 10 of 20 results for "David Sharpe"

Self-regulation on the cards: FAAA

KARREN VERGARA | THURSDAY, 28 NOV 2024

... the potential to self-regulate in the near future, according to Financial Advice Association Australia (FAAA) chair David Sharpe. In six years' time, Sharp believes the advice profession will at least be co-regulated, lauding advisers' collective commitment ...

Trust in advisers reaches new high: Survey

KARREN VERGARA | WEDNESDAY, 2 OCT 2024

... the myth that financial advice is solely for the rich. At his own practice, Globe Financial Planning, FAAA chair David Sharpe sees a variety of mum and dad clients who earn a median salary of $100,000. "Those who aren't on super high incomes or don't ...

Hanson backs Dixon Advisory inquiry

KARREN VERGARA | WEDNESDAY, 18 SEP 2024

... settled for a $7.2 million penalty and $1 million to cover its legal costs. The amounts have yet to be paid. FAAA chair David Sharpe said on LinkedIn: "I, like many other small other business owners, paid my CSLR bill and I am outraged by it. The FAAA ...

FAAA to work with Treasury on CSLR

ELIZA BAVIN | FRIDAY, 16 AUG 2024

... key concerns regarding the Compensation Scheme of Last Resort (CSLR). FAAA chief executive Sarah Abood and chair David Sharpe met with the minister to raise several issues including the total cost of the scheme and whether it is operating as a "true ...

Advisers call for apology from Super Members Council

JAMIE WILLIAMSON | FRIDAY, 14 JUN 2024

... merchants" and "shonks." While the SMC was referring to a small subset of advisers employing such tactics, FAAA chair David Sharpe described the comments as "inflammatory" and "inaccurate." "It may be this language was meant to apply only to the tiny ...

AFCA to expel Dixon Advisory

KARREN VERGARA | THURSDAY, 30 MAY 2024

... as well as recognising that the profession is funding the compensation." Also commenting, on LinkedIn FAAA chair David Sharpe wrote: "Let's be clear though - this isn't success with CSLR. It simply makes a bad situation arising from the legislation ...

Advised Aussies more financially confident: Research

KARREN VERGARA | FRIDAY, 6 OCT 2023

... myths that have been regarded as public truths are false," says the Financial Advice Association Australia chair David Sharpe said. "But with these research findings, the high value that financial advice can bring is undeniable. Not only do clients who ...

Financial Advice Association Australia officially launches

KARREN VERGARA | MONDAY, 3 APR 2023

... Australia (FPA) and the Association of Financial Advisers (AFA). The FAAA unveiled a new leadership team comprising David Sharpe as chair and Michelle Veitch as deputy chair. AFA national president Sam Perera will not join the FAAA. "I have decided to ...

FPA and AFA set to merge

KARREN VERGARA | TUESDAY, 28 FEB 2023

... but we never took this for granted and recognised the importance of members having their say," he said. FPA chair David Sharpe said both the associations worked very hard to make this happen, adding that the "hard work starts now" as AFA members transition ...

AFA, FPA plan joint roadshow

CHLOE WALKER | WEDNESDAY, 1 FEB 2023

... offer. The member consultation period for the proposed merger officially closed yesterday. According to FPA chair David Sharpe, the next stage will be to incorporate member feedback and finalise the draft documents. Following the end of the member consultation ...

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Funds SA appoints chief investment officer

ANDREW MCKEAN

Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN

Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025.

UniSuper has 'some work to get on with' on cyber front: Chair

JAMIE WILLIAMSON

UniSuper's leadership team has touched on how the fund is strengthening its operations following the extensive system outage in May this year.

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA

Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found.

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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