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Search ResultsShowing 1 - 10 of 29 results for "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 ...
FASEA compliance has silver lining
KANIKA SOOD  |  FRIDAY, 29 NOV 2019
... 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 ...
AFCA reveals approach to Code of Ethics compliance
JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2019
... 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 code's ...
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
... 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 be using ...
How much a self-licensee spends on compliance
KANIKA SOOD  |  THURSDAY, 28 NOV 2019
... 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 compliance ...
FASEA exam tips from those who passed
ELIZABETH MCARTHUR  |  THURSDAY, 28 NOV 2019
... 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, Kearsten ...
Business giants attempt to crack financial planning
KANIKA SOOD  |  THURSDAY, 28 NOV 2019
... Radek Sali, former Costa Group managing director Simon Costa and Flamingo AI chief executive Catriona Wallace at the FPA Congress. In response, Wallace said the first thing she's do is automate manual tasks in the practice. "We look at who is sitting ...
FASEA chief to provide update
ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
The chief executive of the Financial Adviser Standards and Ethics Authority will address delegates at the FPA Congress, with an update expected. FASEA chief executive Stephen Glenfield will speak as part of a regulatory update, with Julie Berry from ...
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