Search ResultsShowing 1 - 10 of 100+ results for "FPA"
FPA supports tightening insurance claims
ELIZABETH MCARTHUR  |  MONDAY, 13 JAN 2020
... detailed several ways in which advice in relation to life insurance and the claims handling process could be tightened up. The FPA supports the Royal Commission's recommendation 4.8, which stated: "The handling and settling of insurance claims, or potential ...
ASIC bans former Charter, NAB adviser
KANIKA SOOD  |  WEDNESDAY, 8 JAN 2020
... O'Brien is a member of the Financial Planning Association of Australia, according to the ASIC Financial Adviser Register. "The FPA has already taken disciplinary action, Mr David Allen O'Brien's membership of the FPA was terminated on 20 December ...
FPA offers pro bono support to bushfire victims
ELIZABETH MCARTHUR  |  WEDNESDAY, 8 JAN 2020
... pro bono program where members can volunteer their time to help Australians impacted by the ongoing bushfire crisis. "The FPA community supported those who suffered in the 2009 Black Saturday bushfires and we want to offer our support again," FPA chief ...
No joy in the advice world this Christmas
ELIZABETH MCARTHUR  |  WEDNESDAY, 18 DEC 2019
... to care for, many of whom are also struggling with the uncertainty pervading our industry at the moment." Both the AFA and FPA offer mental health programs for members - AFA Care and FPA Wellbeing.
Why joint effort is required in advice
ELIZABETH MCARTHUR  |  THURSDAY, 5 DEC 2019
... front is needed in financial advice as the bill to defer new education requirements is tabled in parliament . At the recent FPA Professionals Congress several industry associations were present - all of them keen to demonstrate a united front. Phil Kewin ...
Update on FASEA code guidance on the way
ELIZABETH MCARTHUR  |  FRIDAY, 29 NOV 2019
... Glenfield has confirmed more guidance on the contested Code of Ethics is imminent. Speaking to Financial Standard at the FPA Professionals Congress, Glenfield confirmed FASEA is aiming to have either a full guidance note or additional guidance on the ...
FASEA compliance has silver lining
KANIKA SOOD  |  FRIDAY, 29 NOV 2019
... of meeting FASEA's Code of Ethics requirements can be a great push to get it in order, according to a speaker at the FPA Congress. In a session about being a good corporate citizen, Suzanne Haddan, managing director of BFG Financial Services shared ...
Planners can prevent financial abuse
ELIZABETH MCARTHUR  |  FRIDAY, 29 NOV 2019
At the FPA Professionals Congress speakers who specialise in protecting vulnerable, elderly and disabled people from financial abuse shared how planners can be part of the solution. Anne McGowan, chief executive of Protecting Seniors Wealth, started ...
AFCA reveals approach to Code of Ethics compliance
JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2019
... Authority has outlined its approach to assessing financial planner conduct in relation to the Code of Ethics. Speaking at the FPA Congress, AFCA deputy chief ombudsman June Smith said the body will take a measured and considered approach to interpreting ...
Above and beyond: Planner excellence recognised
JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
The Certified Financial Planner® Professional of the Year and FPA Professional Practice of the Year have been named at the 2019 FPA Professionals Congress in Melbourne. Presented at the Future2 Celebration at the St Kilda Sea Baths and now in their ...
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