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Search ResultsShowing 1 - 10 of 100+ results for "FPA"
FPA appoints director
ANNABELLE DICKSON  |  TUESDAY, 1 DEC 2020
The Financial Planning Association of Australia (FPA) has appointed a former KPMG partner to its board and chair of the audit and risk committee. Diana D'Ambra has joined the board following the resignation of Paul Ruiz after serving nearly two years ...
Government backs disciplinary body in principle
KARREN VERGARA  |  MONDAY, 30 NOV 2020
... Planning Association of Australia said it welcomed the release of the independent review with respect to Recommendation 7.1 FPA chief executive Dante De Gori said it acknowledges the government's support to improve the effectiveness of the TPB as ...
FPA announces 2020 award winners
KANIKA SOOD  |  THURSDAY, 26 NOV 2020
An adviser from Western Australia has won the FPA Certified Financial Planner Professional of the year award, as the association announces its 2020 award winners. Zacary Leeson of HPH Solutions took home the award as an acknowledgment to positive impact ...
FPA board member joins new firm
ELIZABETH MCARTHUR  |  THURSDAY, 19 NOV 2020
Financial Planning Association of Australia (FPA) board member Julie Matheson has joined Peloton Partners. The Melbourne based financial services consultancy was founded by Rob Jones and Michael Harrison, both former Shadforth financial advisers. Matheson ...
Financial adviser reference checks under scrutiny
ELIZABETH MCARTHUR  |  THURSDAY, 19 NOV 2020
... Association of Australia threw its weight behind the proposed protocol. In its submission on the proposed legislation, the FPA suggested reference checking should go further than just looking at those financial advisers giving personal advice. "The FPA ...
Advice firms need technology to survive: FPA
ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
... technology will be crucial to the sustainability of advice firms, new research shows. The Financial Planning Association's (FPA) recent survey undertaken by CoreData found that just over half of financial advisers surveyed (50.7%) believe advice businesses ...
FPA announces new specialist designation
ELIZA BAVIN  |  THURSDAY, 12 NOV 2020
The Financial Planning Association of Australia (FPA) has launched the FPA Aged Care Specialist professional designation. The FPA said it is committed to providing its members, and wider profession, with the skills and resources to meet the needs of ...
Gwen Fletcher Award winner named
ELIZABETH MCARTHUR  |  THURSDAY, 12 NOV 2020
The Financial Planning Association of Australia (FPA) has announced the winner of its prestigious biannual Gwen Fletcher Memorial Award. Jacob McCudden from Back to Back Financial Planners, an advice business based in the regional town of Young in New ...
FASEA urged to clarify in-house product conflicts
ELIZABETH MCARTHUR  |  THURSDAY, 5 NOV 2020
... without any reference to the specific recommendations made to each client." The Financial Planning Association of Australia (FPA), in its submission, agreed that standard three has some issues. "The FPA remains concerned that the wording of standard ...
FPA announces three board additions
ELIZA BAVIN  |  TUESDAY, 27 OCT 2020
The Financial Planning Association of Australia (FPA) has announced the appointment of three new additions to its board. Kearsten James, Julie Matheson and Julian Place have been elected to the FPA board. James and Place will serve on the board for ...
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