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Showing 1 - 10 of 124 results for "FPA members"

FAAA celebrates membership renewals, anticipates more

ANDREW MCKEAN | TUESDAY, 4 JUL 2023

... heritage members." Additionally, the FAAA provided an update on the FPA heritage membership numbers. Out of the 9693 FPA members eligible to renew their memberships, 6377 practitioners and another 761 non- practitioners have already renewed, amounting ...

CALI hires policy director from FPA

KARREN VERGARA | TUESDAY, 14 MAR 2023

... 2015 as a manager for professional standards and advocacy and moved into several senior roles over the years. "At the FPA members have shared a lot of frustrations with the cost and time of advice delivery and the profession - and outside SOAs/FDS/OFA ...

FPA and AFA set to merge

KARREN VERGARA | TUESDAY, 28 FEB 2023

... in Sydney. In total, about 3000 members handed in a vote. Some 96.5% of AFA members voted to merge, while 96.7% of FPA members agreed to a merger. For the merger to proceed, 75% of yes votes was required. AFA president Sam Perera told a media briefing ...

FPA, SMSFA launch specialist pathway

CHLOE WALKER | THURSDAY, 2 FEB 2023

... an express pathway for completing the SMSF Specialist Advisor designation. The express pathway will be available to FPA members holding the Certified Financial Planner (CFP) designation, who will be exempt from completing the nine standard education ...

FPA membership declines, deficit materialises

ANDREW MCKEAN | THURSDAY, 3 NOV 2022

The Financial Planning Association of Australia's (FPA) membership has fallen to 10,954 members from 11,811 last year, and the association has recorded a before-tax deficit of $1.2 million for the year ended June 30. FPA member numbers decreased ...

FPA is the preferred association: Research

KARREN VERGARA | WEDNESDAY, 16 MAR 2022

... accountant advisers, SMSF advisers or those who are stockbrokers," Rainmaker said. In terms of dealer groups, many FPA members came from AMP Financial Planning (266), Consultum Financial Advisers (233), Charter Financial Planning (168) and Aware Financial ...

FPA reschedules Congress

CHLOE WALKER | WEDNESDAY, 9 FEB 2022

... meantime, the FPA is putting together a program of state-based events covering the mainland capitals, that will give FPA members the opportunity to network with peers and obtain professional development without crossing state lines, in the current financial ...

FPA calls for stronger experience pathway

KARREN VERGARA | FRIDAY, 4 FEB 2022

... requirements will put the hard work the industry has invested in gaining professional status at risk. Some 83% of FPA members have already met or are currently undertaking mandatory study set by the now-defunct FASEA. "These members have let us know ...

Future2 commits over $1.5m in grants

CHLOE WALKER | TUESDAY, 30 NOV 2021

... not-for-profit organisations in 2021. Future2 has now committed over $1.5 million in grants since its inception in 2007. FPA members endorse every dollar awarded by the Future2 Foundation to the Future2 Make the Difference! grants program. Future2 actively ...

2021 FPA Award winners revealed

CHLOE WALKER | THURSDAY, 18 NOV 2021

The Financial Planning Association of Australia (FPA) yesterday announced the winners of the 2021 FPA Awards. Now in its ninth year, the FPA Awards recognises exceptional financial planners, paraplanners, university students and advice practices from ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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