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Search ResultsShowing 1 - 10 of 100+ results for "Financial Planning Association of Australia"
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 ...
Government to wind up FASEA
KARREN VERGARA  |  WEDNESDAY, 9 DEC 2020
... 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, complexity ...
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
... (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 Dante De ...
Investment Trends names chief executive
JAMIE WILLIAMSON  |  THURSDAY, 26 NOV 2020
... to hold several board positions. Brennan is a former non-executive director of the Financial Planning Association of Australia, van Eyk, Old Mutual and Advantage Financial Services. Her current board positions include non-executive directorships at Mortgage ...
FPA board member joins new firm
ELIZABETH MCARTHUR  |  THURSDAY, 19 NOV 2020
Financial Planning Association of Australia (FPA) board member Julie Matheson has joined Peloton Partners. The Melbourne based financial services consultancy was founded by Rob Jones and Michael Harrison, both former Shadforth financial advisers. Matheson ...
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