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Search ResultsShowing 1 - 10 of 100+ results for "Financial Planning Association of Australia"
ASIC not recommending general advice change
JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAY 2021
... shortlist of possible alternative labels in a survey sent to 3642 participants. The Financial Planning Association of Australia said it was disappointed ASIC would not be making any recommendations. "While renaming 'general advice' is not a silver bullet ...
Milford hires from Macquarie
ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... Queensland. He joins from Centrepoint Alliance and is a longstanding member of the Financial Planning Association of Australia. Prior to his time at Centrepoint, Mackay worked at NAB, MLC and Zurich. Also in Queensland, Rachael Satchell has been appointed ...
FPA launches file note guidance
ELIZABETH MCARTHUR  |  MONDAY, 26 APR 2021
The Financial Planning Association of Australia (FPA) has released new guidance on best practice for file notes. File notes are important as a risk management tool, especially in disputes between clients and financial advisers, and the FPA said recent ...
Adviser levy to increase by 160%
ELIZABETH MCARTHUR  |  FRIDAY, 5 MAR 2021
... additional adviser. Chartered Accountants Australia and New Zealand, CPA Australia, Financial Planning Association of Australia, Institute of Public Accountants and the SMSF Association have now joined forces to slam the hike. They claim the steep increase ...
FPA names Gwen Fletcher Memorial Award winner
ELIZA BAVIN  |  THURSDAY, 25 FEB 2021
The Financial Planning Association of Australia (FPA) has named Melbourne-based financial planner Renato Manias as the first 2021 winner of the Gwen Fletcher Memorial Award. Named after the late "first lady of financial planning", the award recognises ...
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
... 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 checking ...
Hume advocates for affordable advice
KARREN VERGARA  |  WEDNESDAY, 20 JAN 2021
... 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 access to ...
Retiree strategies need greater attention: Research
ANNABELLE DICKSON  |  WEDNESDAY, 6 JAN 2021
... 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 for retirees. ...
Key advice reforms tabled
KARREN VERGARA  |  THURSDAY, 10 DEC 2020
... 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 changes to ...
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