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Showing 1 - 10 of 71 results for "FPA Professional"

Advising through disability implications

CASSANDRA BALDINI  |  THURSDAY, 24 NOV 2022
... method that allows the favourable tax outcome." Financial Standard is the official media partner of the 2022 FPA Professional Congress.

Chuck out Chapter 7: Broome

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
... their clients, to consumers and to all Australians." Financial Standard is the official media partner of the 2022 FPA Professional Congress.

AFA, FPA merger in best interests

CASSANDRA BALDINI, CHLOE WALKER  |  THURSDAY, 24 NOV 2022
... said. Voting for the merger opens in early February. Financial Standard is the official media partner of the 2022 FPA Professional Congress.

Financial planning avatars are the future

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
... their clients. "I think the future is amazing." Financial Standard is the official media partner of the 2022 FPA Professional Congress.

The game changing trends planners should know about

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
... it's one that we cannot afford to ignore," he said. Financial Standard is the official media partner of the 2022 FPA Professional Congress.

No big surprises, Levy promises

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
Fronting the FPA Professionals Congress, Quality of Advice Review chair Michelle Levy confirmed there will be no big surprises in her final proposals, due December 16. Appearing alongside FPA chief executive Sarah Abood, Levy explained she has been ...

Winners are grinners: FPA awards

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
... of his clients and the financial planning profession more broadly," Abood said. Meanwhile, the winner of the FPA Professional Practice of the Year Award was Alman Partners based in Mackay, QLD. According to the FPA, the judges selected Alman Partners ...

The challenge of articulating value of ongoing advice

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
A panel session at the FPA Professionals Congress in Sydney has heard of some of the challenges planners face in articulating the value of ongoing advice arrangements. On the panel was Personal Financial Services principal and founding director Angela ...

Advising an ageing population

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
A rapidly ageing population has changed the face of retirement. Speaking at the Financial Planning Association of Australia's (FPA) Professionals Congress London Business School professor Andrew Scott explained why. Kicking things off, Scott said ...

Never been more optimistic: Abood

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
... that's going to open in early December," she said. Financial Standard is the official media partner of the 2022 FPA Professional Congress.
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