Search ResultsShowing 1 - 10 of 100+ results for "Financial Planners"
Former NAB, Infocus advisers banned
ALLY SELBY  |  MONDAY, 2 DEC 2019
... 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 ...
Update on FASEA code guidance on the way
ELIZABETH MCARTHUR  |  FRIDAY, 29 NOV 2019
... 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 ...
FASEA compliance has silver lining
KANIKA SOOD  |  FRIDAY, 29 NOV 2019
... 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 ...
Above and beyond: Planner excellence recognised
JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... 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 ...
FASEA exam tips from those who passed
ELIZABETH MCARTHUR  |  THURSDAY, 28 NOV 2019
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 ...
FASEA chief to provide update
ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
... "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 ...
New social network for advisers
ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
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 ...
FPA consults on future of advice, policy initiatives
JAMIE WILLIAMSON  |  WEDNESDAY, 27 NOV 2019
... 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 ...
Advice associations welcome ASIC stance
HARRISON WORLEY  |  WEDNESDAY, 27 NOV 2019
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 ...
Countdown to FPA Congress
JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2019
... 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 ...
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