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Search ResultsShowing 1 - 10 of 100+ results for "FPA"
FPA launches file note guidance
ELIZABETH MCARTHUR  |  MONDAY, 26 APR 2021
The Financial Planning Association of Australia (FPA) has released new guidance on best practice for file notes. File notes are important as a risk management tool, especially in disputes between clients and financial advisers, and the FPA said recent ...
Advice association chief steps down
JAMIE WILLIAMSON  |  THURSDAY, 25 MAR 2021
... the Financial Planning Association, Financial Services Council and other industry stakeholders, via forums such as the AFA/FPA Joint Associations Life Insurance Task Force and Choice and Access to Life Insurance (CALI), which have positioned us well ...
FPA names Gwen Fletcher Memorial Award winner
ELIZA BAVIN  |  THURSDAY, 25 FEB 2021
The Financial Planning Association of Australia (FPA) has named Melbourne-based financial planner Renato Manias as the first 2021 winner of the Gwen Fletcher Memorial Award. Named after the late "first lady of financial planning", the award recognises ...
FPA calls for levy overhaul
ANNABELLE DICKSON  |  WEDNESDAY, 3 FEB 2021
The Financial Planning Association of Australia (FPA) has recommended a review of the financial advice industry levy ahead of this year's federal budget. The FPA is calling on the government to review the ASIC industry levy and move away from annual ...
Reference checks should cover all advice: FPA
KARREN VERGARA  |  MONDAY, 1 FEB 2021
... Consultation Paper 333 Implementing the Royal Commission recommendations: Reference checking and information sharing, the FPA is calling for the proposed laws to extend to directors, management and responsible managers and not just financial advisers. ...
Retiree strategies need greater attention: Research
ANNABELLE DICKSON  |  WEDNESDAY, 6 JAN 2021
... needs of retiree clients, new research shows. Fidelity International with the Financial Planning Association of Australia (FPA) and CoreData released a report Building Better Retirement Futures, which aims to equip advisers with solutions for retirees. ...
Advice firm merges with boutique
ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... 50 and also won the Financial Planning Association's Distinguished Service Award for her contribution to the board of the FPA, after the expiration of her term in November. APT Wealth Partners noted the merger demonstrates its commitment to growth and ...
Hume promoted to cabinet
ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... welcomed Hume's expanding role and said she has achieved any things for the industry. "Senator Hume has worked closely with the FPA over the past year and achieved a number of positive results for the profession," he said. During this time, Hume has ...
Key advice reforms tabled
KARREN VERGARA  |  THURSDAY, 10 DEC 2020
... to see the government has made significant changes to the annual renewal arrangements in response to concerns raised by the FPA in relation to the annual renewal notice and anniversary date operation," he said. "These changes demonstrate positive outcomes ...
Government to wind up FASEA
KARREN VERGARA  |  WEDNESDAY, 9 DEC 2020
... mandatory professional 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. ...
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