|Search Results||Showing 1 - 10 of 100+ results for "FPA"|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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.|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|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 ...|
|... 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 ...|
|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 ...|
Australia's largest superannuation funds and wealth companies have largely cut back on their advertising spends over the past five years, documents from the Standing Committee on Economics show.
The former head of advice of the $57 billion superannuation fund has launched a new advisory aimed at working with super funds and dealer groups to develop better models of delivering advice.
For the first time, climate crisis and environmental degradation have taken out the top five spots in a list ranking the risks most likely to impact the world over the coming decade.
Powerwrap has signed an agreement in what could be its second-biggest client after Escala Partners and a new line of business for the platform.
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