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Search ResultsShowing 1 - 10 of 100+ results for "FPA"
AFA, FPA share bleak view of industry
ELIZABETH MCARTHUR  |  TUESDAY, 30 JUN 2020
The Association of Financial Advisers and Financial Planning Association of Australia have appeared before the House of Representatives Standing Committee on Economics, sharing austere views of the financial advice industry. AFA general manager, policy ...
FPA, TPB to share information
ALLY SELBY  |  FRIDAY, 26 JUN 2020
... the exchange of information on matters relating to the Tax Agent Services Act 2009 and the Code of Professional Conduct. FPA chief executive Dante De Gori said the association was honoured to be the first of its kind to enter into an MOU with the tax ...
FPA Congress moves online
ELIZA BAVIN  |  WEDNESDAY, 24 JUN 2020
The Financial Planning Association of Australia (FPA) has announced the 2020 FPA Virtual Congress masterclass series will go live on July 9. The FPA is offering its Congress format as a virtual event for the first time in response to the COVID-19 pandemic. ...
FPA accuses ASIC of price gauging
ELIZA BAVIN  |  MONDAY, 15 JUN 2020
... corporate regulator accusing it of price gauging after increasing the industry funding levy for financial advisers by 38%. The FPA has urged the corporate regulator to reconsider the 38% increase to the ASIC industry funding levy as the nation enters ...
Dealer groups slam FPA policy
ELIZABETH MCARTHUR  |  THURSDAY, 4 JUN 2020
... Fitzpatricks and Paragem have all criticised the Financial Planning Association of Australia's latest policy proposal. The FPA wants to see AFSLs only responsible for the oversight of product compliance, rather than being responsible for the regulatory ...
Calls for overhaul of AFSL system
ELIZABETH MCARTHUR  |  WEDNESDAY, 3 JUN 2020
The Financial Planning Association of Australia (FPA) wants a professional registration for individual advisers to replace the current system. Currently, an Australian financial services licence (AFSL) is required to provide advice. FPA chief executive ...
FPA confirms redundancies
ELIZABETH MCARTHUR  |  THURSDAY, 28 MAY 2020
The Financial Planning Association of Australia has unveiled its five-year plan, which includes redundancies. The FPA is calling its new strategy the MAC strategy, focused on members, advocacy and consumers. The plan involves a restructure of the organisation ...
FASEA unclear why advisers are quitting
ELIZABETH MCARTHUR  |  MONDAY, 25 MAY 2020
... directly from advisers and corresponds with advice associations including the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA), as well as the SMSF Association among others. There are just over 22,000 ...
FASEA extension en route
HARRISON WORLEY  |  FRIDAY, 22 MAY 2020
... extension bill. "We welcome the exemption as it ensures Australians continue to invest with confidence in LICs and LITs," FPA chief executive Dante De Gori said. "Today's announcement also removes any impediment to passing the much-needed Treasury ...
South Australian wealth firms merge
KANIKA SOOD  |  WEDNESDAY, 13 MAY 2020
... Private Wealth business after acquiring Wotherspoon Wealth, which was founded by a father and son duo in 2010 and won the FPA's Professional Practice of the Year award in 2018. "Despite the current extraordinary conditions, at Perks we are optimistic ...
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