Search ResultsShowing 1 - 10 of 100+ results for "FPA"
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 ...
How it can all go wrong
KANIKA SOOD  |  THURSDAY, 28 NOV 2019
In the most-talked about session on the FPA Congress program, former Queensland adviser James Cribb sat down with his lawyer Rhett Das to explain how he came to be banned and what he wishes he'd done differently. In July last year, Cribb was banned ...
Regulators quash remuneration rumours
ELIZABETH MCARTHUR  |  THURSDAY, 28 NOV 2019
... does it say that any forms of remuneration are specifically a conflict, FASEA chief executive Stephen Glenfield told the FPA Congress. Appearing as part of a regulatory update alongside ASIC commissioner Danielle Press, Glenfield said advisers should ...
How much a self-licensee spends on compliance
KANIKA SOOD  |  THURSDAY, 28 NOV 2019
... self-licensed financial planner has shared how much her practice spends on compliance for every $100 of its revenue. Speaking at the FPA Congress, Angela Martyn of Personal Financial Services said $4.50 for every $100 of revenue is currently going towards ...
FASEA exam tips from those who passed
ELIZABETH MCARTHUR  |  THURSDAY, 28 NOV 2019
... group of financial planners who recently passed the FASEA exam have offered their tips for success to delegates at the 2019 FPA Congress during a chat with the authority's chief executive, Stephen Glenfield. Glenfield sat with Tupicoffs' Delma Newton ...
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