Search ResultsShowing 1 - 10 of 33 results for "FPA Professionals Congress"
Why joint effort is required in advice
ELIZABETH MCARTHUR  |  THURSDAY, 5 DEC 2019
... 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, chief executive ...
Update on FASEA code guidance on the way
ELIZABETH MCARTHUR  |  FRIDAY, 29 NOV 2019
... 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 Code of Ethics ...
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 ...
Above and beyond: Planner excellence recognised
JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... 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 seventh year, the awards ...
New social network for advisers
ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
... FPA offers over 100 events across Australia each year, including the National Roadshow and annual FPA Professionals Congress." The Congress, currently underway in Melbourne, was chosen as the place to launch FPA Community. The secure online tool will ...
Adviser-matching app launches
KARREN VERGARA  |  FRIDAY, 23 NOV 2018
... comfort, tailored recommendations, rapport, impartiality and reputation. Introducing the new tool at the FPA Professionals Congress this week, chief executive Dante De Gori said: "We believe this new interactive matching service we're working on ...
Philanthropic foundation names new chair
DARREN SNYDER  |  WEDNESDAY, 21 NOV 2018
As the 2018 FPA Professionals Congress begins today in Sydney, the association's philanthropic arm is welcoming a new chair. The new Future2 Foundation chair is Petra Churcher. She was previously chair of the Financial Planning Association's South Australian ...
Code of ethics still the main game: FPA
DARREN SNYDER  |  MONDAY, 19 NOV 2018
... development (CPD) standard. The FPA will host FASEA chief executive Stephen Glenfield at the 2018 FPA Professionals Congress this week in Sydney. It will be Glenfield's first public address. The FPA's head of policy and standards also briefly spoke about ...
FASEA clarifies adviser exam rules
DARREN SNYDER  |  MONDAY, 19 NOV 2018
... The Financial Planning Association of Australia (FPA) will host FASEA's Glenfield at the 2018 FPA Professionals Congress this week in Sydney. It will be Glenfield's first public address. FASEA said legislative instruments are progressively being ...
FPA award finalists named
JAMIE WILLIAMSON  |  THURSDAY, 4 OCT 2018
... nominated, labelling the calibre of applications as outstanding. The awards will be presented at the annual FPA Professionals Congress in Sydney on November 21-23.
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