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Search ResultsShowing 1 - 10 of 100+ results for "Financial Planning Association"
FPA calls for levy overhaul
ANNABELLE DICKSON  |  WEDNESDAY, 3 FEB 2021
The Financial Planning Association of Australia (FPA) has recommended a review of the financial advice industry levy ahead of this year's federal budget. The FPA is calling on the government to review the ASIC industry levy and move away from annual ...
Reference checks should cover all advice: FPA
KARREN VERGARA  |  MONDAY, 1 FEB 2021
... and to anyone that has the ability to influence the financial advice process, according to the Financial Planning Association of Australia. In its submission to ASIC for Consultation Paper 333 Implementing the Royal Commission recommendations: Reference ...
Hume advocates for affordable advice
KARREN VERGARA  |  WEDNESDAY, 20 JAN 2021
... adviser and the maximum amount they will pay for comprehensive personal advice is $550. "In 2020, the Financial Planning Association of Australia indicated that on average their members charged $2671 for an SOA," ASIC's Consultation Paper 332 Promoting ...
Retiree strategies need greater attention: Research
ANNABELLE DICKSON  |  WEDNESDAY, 6 JAN 2021
... to provide for the needs of retiree clients, new research shows. Fidelity International with the Financial Planning Association of Australia (FPA) and CoreData released a report Building Better Retirement Futures, which aims to equip advisers with solutions ...
Advice firm merges with boutique
ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... provided by Apt Wealth Partners." Tate-Lovery was recently named on the FS Power 50 and also won the Financial Planning Association's Distinguished Service Award for her contribution to the board of the FPA, after the expiration of her term in November. ...
Hume promoted to cabinet
ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... She previously held positions at NAB, Rothschild Australia, Deutsche Bank and Australian Super. Financial Planning Association chief executive Dante De Gori welcomed Hume's expanding role and said she has achieved any things for the industry. "Senator ...
Key advice reforms tabled
KARREN VERGARA  |  THURSDAY, 10 DEC 2020
... be banned, he said, other advice fees will still be permitted. "This is an important outcome." Financial Planning Association of Australia chief executive Dante De Gori welcomed the reforms. "It's great to see the government has made significant ...
Government to wind up FASEA
KARREN VERGARA  |  WEDNESDAY, 9 DEC 2020
... body has effectively been scrapped, with Hume flagging its January 2021 launch to mid-year. The Financial Planning Association of Australia said it has continuously advocated for the reduction of regulatory bodies that are "adding unnecessary duplication ...
FPA appoints director
ANNABELLE DICKSON  |  TUESDAY, 1 DEC 2020
The Financial Planning Association of Australia (FPA) has appointed a former KPMG partner to its board and chair of the audit and risk committee. Diana D'Ambra has joined the board following the resignation of Paul Ruiz after serving nearly two years ...
Government backs disciplinary body in principle
KARREN VERGARA  |  MONDAY, 30 NOV 2020
... reduced. "Tax (financial) advisers will only be subject to a single disciplinary regime," he said. The Financial Planning Association of Australia said it welcomed the release of the independent review with respect to Recommendation 7.1 FPA chief executive ...
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