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Search ResultsShowing 1 - 10 of 100+ results for "Financial Planning Association of Australia"
Advice too expensive, hard to access: FPA
ALLY SELBY  |  WEDNESDAY, 16 SEP 2020
... facing reduced access to financial advice. The research from CoreData, presented at the Financial Planning Association of Australia's (FPA) 'Uncovering the Value of Financial Planning Advice' virtual event held earlier this month, drew on key industry ...
Adviser demands answers from Media Super
ELIZABETH MCARTHUR  |  TUESDAY, 8 SEP 2020
... for a very vulnerable client has been indefinitely delayed. ClaimRight founder and Financial Planning Association of Australia board member William Johns wrote to Media Super acting chief executive Tony Griffin last week in a private message on LinkedIn. ...
Technology can ease adviser red tape: Academic
KARREN VERGARA  |  THURSDAY, 3 SEP 2020
... Hanrahan, a lawyer and professor at University to New South Wales Business School, told Financial Planning Association of Australia members this morning that affordable advice for all and a thriving advice industry are achievable. At the virtual keynote ...
Sam Henderson pleads guilty
ELIZABETH MCARTHUR  |  TUESDAY, 25 AUG 2020
... would have seen the client $500,000 worse off. When that client complained to the Financial Planning Association of Australia, Henderson allegedly called her "aggressive" and "nit-picking". Commissioner Kenneth Hayne did not accept Henderson's defence ...
Calls for consent forms, opt-ins to be scrapped
ELIZABETH MCARTHUR  |  TUESDAY, 18 AUG 2020
... ordinary Australians. Ardino and Harrison appeared to hit back at suggestions from the Financial Planning Association of Australia (FPA) that an overhaul of the Australian financial services licence (AFSL) system could be the solution to the industry's ...
FPA award nominations open, new award announced
ALLY SELBY  |  WEDNESDAY, 5 AUG 2020
The Financial Planning Association of Australia has announced a new category in its annual FPA Awards, set to recognise members who have used technologies in innovative ways to deliver advice. The FPA Advice Innovation Award has been introduced to highlight ...
APRA intervention blindsided AFA, FPA taskforce
ELIZABETH MCARTHUR  |  TUESDAY, 28 JUL 2020
... income insurance. Association of Financial Advisers chief executive Phil Kewin and Financial Planning Association of Australia chief executive Date De Gori discussed the many reforms facing the life insurance and financial advice industries during the ...
Calls for broad default life insurance system
ELIZA BAVIN  |  MONDAY, 27 JUL 2020
... from AIA, MLC Life, TAL and Zurich plus the Association of Financial Advisers and Financial Planning Association of Australia. A research paper released by the group said Australia needs a broad 'default' life insurance system plus a diversity ...
AFA, FPA share bleak view of industry
ELIZABETH MCARTHUR  |  TUESDAY, 30 JUN 2020
The Association of Financial Advisers and Financial Planning Association of Australia have appeared before the House of Representatives Standing Committee on Economics, sharing austere views of the financial advice industry. AFA general manager, policy ...
FPA, TPB to share information
ALLY SELBY  |  FRIDAY, 26 JUN 2020
The Financial Planning Association of Australia has signed a Memorandum of Understanding with the Tax Practitioners Board, in a move which both parties say will set out a clear framework for engagement, cooperation and proactive information sharing ...
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