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Showing 1 - 10 of 37 results for "FPA Congress"

Advising through disability implications

CASSANDRA BALDINI | THURSDAY, 24 NOV 2022

... impacts of disability, with planners sandwiched between highly anxious clients and tough systems. Speaking at the FPA Congress, Health & Finance Integrated chief executive William Johns discussed the main issues for planners and how to proceed to the ...

Chuck out Chapter 7: Broome

CHLOE WALKER | THURSDAY, 24 NOV 2022

... to regulation for advisers, Chapter 7 of the Corporations Act is not fit for purpose. Addressing the crowd at the FPA Congress 2022, Broome said that for 90% of what she does as a planner, she doesn't need an AFSL. "Until I start talking about products ...

AFA, FPA merger in best interests

CASSANDRA BALDINI, CHLOE WALKER | THURSDAY, 24 NOV 2022

... reason enough. However, a secondary benefit is scale, Sharpe explained. "Scale to provide bigger events like the FPA Congress, scale to provide better CPD and education like our Masterclass series," he said. "Scale to provide services and tools that ...

Advisers must register for FSCP: ASIC

CASSANDRA BALDINI | THURSDAY, 24 NOV 2022

Appearing at the FPA Congress today, ASIC senior executive leader Leah Sciacca explained that all financial advisers will need to register with the ASIC Financial Services and Credit Panel, in addition to being registered on the Financial Advisers Register. ...

What to expect at FPA Congress 2022

CASSANDRA BALDINI | TUESDAY, 22 NOV 2022

... goes ahead, so it's a reason to celebrate 30 years of significant change," she said. Reflecting on her first FPA Congress 30 years ago, Broome said: "It was in Hobart and the event occurred because of a merger between two organisations. I think it's ...

FPA welcomes new board members

CASSANDRA BALDINI | WEDNESDAY, 2 NOV 2022

... broadly. On a personal note, I would also like to thank her for her many years of wise and balanced counsel." The annual FPA Congress will be held in Sydney on November 23-24. Financial Standard is the official media partner of the event.

FPA Congress a chance to 'reunite, reset'

CHLOE WALKER | FRIDAY, 16 SEP 2022

... post-pandemic environment. Now with a proposal put to members to merge with the Association of Financial Advisers (AFA), the FPA Congress will be the first major industry event held after the result of the vote is known. The AFA's national conference ...

Registrations open for FPA initiatives

CHLOE WALKER | MONDAY, 22 AUG 2022

... Successful applications will be announced in November 2022. Financial Standard is the official media partner of the 2022 FPA Congress.

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. ...

Update on FASEA code guidance on the way

ELIZABETH MCARTHUR | FRIDAY, 29 NOV 2019

... to do to meet standard 7 or standard 3," he said. "Clearly we need to help with the guidance on that." During the FPA Congress, Glenfield fielded many questions from financial planners. When asked what question he'd had the most during the course ...

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Funds SA appoints chief investment officer

ANDREW MCKEAN

Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN

Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025.

UniSuper has 'some work to get on with' on cyber front: Chair

JAMIE WILLIAMSON

UniSuper's leadership team has touched on how the fund is strengthening its operations following the extensive system outage in May this year.

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA

Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found.

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Kellie Wood

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Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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