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Showing 1 - 4 of 4 results for "Financial Planning Association Professionals Congress"

Building successful aged care advice businesses

DARREN SNYDER  |  MONDAY, 27 NOV 2017
Financial planners attempting to create a one-size-fits-all approach for fees covering aged care advice do so at their own peril, an industry expert warns. Strategic Financial Planning adviser Jacqui Hayes, a dedicated aged care specialist, said advisory ...

Advisers require entrepreneurial hat

KARREN VERGARA  |  MONDAY, 27 NOV 2017
Two FS Power50 advisers told an industry conference that successful and sustainable practices were built when they began to see themselves not only as advisers but astute entrepreneurs. Story Wealth Management chief executive Anne Graham urged practice ...

The age of algorithmic advice

KARREN VERGARA  |  FRIDAY, 24 NOV 2017
The rise of the "algorithmic advisers" requires a change in attitude and mindset from the financial advice and planning communities. Futurist and chief executive of global consultancy firm Tomorrow, Mike Walsh, told the 2017 Financial Planning Association ...

Perth planner named Professional of the Year

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
Several of the highest honours in financial planning were awarded at the Financial Planning Association Professionals Congress in Hobart today, attended by about 1100 delegates. It was a double whammy win for Perth-based Capital Partners Private Wealth ...
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