|Search Results||Showing 1 - 10 of 100+ results for "Financial Planners"|
|... from providing financial services for five years, was formerly an authorised representative of NAB and Key Financial Planners. ASIC found that Chapman "failed to gather relevant client information when providing personal financial product advice, including ...|
|... 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 of the event, he said: "How do I interpret standard 3?" "I ...|
|... Let's practice what we preach and have our business plan." A show of hands established only a handful of financial planners in the audience had defined a business plan. Start with a template Haddan said a simple business plan template is good enough ...|
|... programs by writing financial education guides, presenting at educational events, and mentoring less experienced financial planners in his firm, De Gori said. "He is a strong advocate for the value of financial planning, and is a wonderful ambassador ...|
|A group of 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 ...|
|... "Our members are seeking greater clarity about the FASEA Code of Ethics and this will be the first time that financial planners have the opportunity to hear direct from FASEA since their Code of Ethics guidance was released in October." With only a matter ...|
|A new peer-to-peer online forum for financial planners has launched in response to the need for community in a period of immense change for the profession. Introduced by the Financial Planning Association of Australia at the 2019 FPA Congress, the FPA ...|
|... our policy and advocacy work so that we can promote new reforms that will benefit Australian consumers and financial planners alike," FPA chief executive Dante De Gori said. FPA members will be asked to contribute their views over the next month via ...|
|Australia's peak financial planning bodies have welcomed ASIC's stance on the Financial Planners and Advisers code of ethics, however remain concerned about the workability of certain standards. In separate statements, both the Financial Planning Association ...|
|... played a key role in the design of this year's content, with a great deal of thought going into what time poor financial planners would be most interested in. Taking into account the context in which the Congress is taking place, the focus of the event ...|
The executive manager of operations at a $17 billion industry superannuation fund resigned recently, with a replacement yet to be appointed.
Clime Investment Management has partnered with Sequoia to launch a new fund that aims to provide a yearly income of 8%.
A three-day trial has been scheduled for the landmark case brought against Rest by member Mark McVeigh.
A retail superannuation fund has dropped the investment fees on three options by 10 bps to 19 bps, with its chair saying the cuts will help it be more competitive.
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