Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 27 results for "Financial Planning Standards Board"

Self-regulation on the cards: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
... aged care workers. In November, the FAAA signed a memorandum of understanding (MoU) with the Financial Planning Standards Board (FPSB) India to help to bridge the adviser shortage. The initiative will develop educational content and partner with universities ...

FAAA takes aim at finfluencers with new campaign

MATTHEW WAI  |  WEDNESDAY, 6 NOV 2024
... the complexities of the financial world." The campaign follows FAAA's partnership with the Financial Planning Standards Board (FPSB) India to improve adviser shortages across the two nations. The initiative aims to develop courses for professionals to ...

FAAA moves to combat adviser shortage with new partnership

ANDREW MCKEAN  |  TUESDAY, 5 NOV 2024
... Advice Association Australia (FAAA) has entered a memorandum of understanding (MoU) with the Financial Planning Standards Board (FPSB) India as it attempts to bridge the adviser gap. One of the main goals of the MoU, which was signed between FAAA chief ...

Advised Aussies more financially confident: Research

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
... compared to those who aren't advised. The survey of more than 1000 respondents canvassed by the Financial Planning Standards Board (FPSB) and research consultancy firm MYMAVINS found that advised clients tend to have more financial confidence and resilience ...

Rowe joins Kofkin Bond & Co

JAMIE WILLIAMSON  |  TUESDAY, 24 JAN 2023
... a director of the Financial Adviser Standards and Ethics Authority. He has also sat on the Financial Planning Standards Board for four years. He also has close to two decades' experience as a financial adviser, running his own practice, Hood Sweeney. ...

AFA, FPA merger in best interests

CASSANDRA BALDINI, CHLOE WALKER  |  THURSDAY, 24 NOV 2022
... amend the name," he said. The new association will however remain an affiliate of the global Financial Planning Standards Board (FPSB) to continue the CFP designation. According to Sharpe, members can expect for the merger agreement to be signed shortly ...

FPSB names new leader

CHLOE WALKER  |  FRIDAY, 28 OCT 2022
... Planning Association of Australia chief Dante De Gori has been named as the new head of the global Financial Planning Standards Board. The appointment is effective in January, following the departure of current chief executive Noel Maye, who will step ...

Sudden departure for CountPlus chief

KARREN VERGARA  |  THURSDAY, 17 FEB 2022
... Financial Planning Association of Australia. He was also an Australian representative at the Financial Planning Standards Board in the US, a business banking manager at NAB and a corporate finance analyst at Westpac.

Advice on ageing key to future success: CFPs

JAMIE WILLIAMSON  |  THURSDAY, 7 OCT 2021
... financial advisers in the years to come, according to more than half of all CFP professionals. The Financial Planning Standards Board recently surveyed 4250 certified financial planners across 23 countries including Australia, finding that 68% believe ...

Count Financial bolsters leadership team

ALLY SELBY  |  MONDAY, 6 APR 2020
... Australia's code of ethics and professional standards, now used globally through the Global Financial Planning Standards Board. Commenting on the appointment, Rowe said Creswell will bring a wealth of experience to the Count Financial team. "Phil has ...
PAGE:
1
2
3
PREVIOUS
NEXT

Editor's Choice

Funds SA appoints chief investment officer

ANDREW MCKEAN
Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN
Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025.

UniSuper has 'some work to get on with' on cyber front: Chair

JAMIE WILLIAMSON
UniSuper's leadership team has touched on how the fund is strengthening its operations following the extensive system outage in May this year.

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA
Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found.

Videos

Brought to you by
MORE VIDEOS

Products

Financial Standard Guide To Series

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.
MORE INFO
Financial Standard Publisher's Forum

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.
MORE INFO
Financial Standard Product Showcases

Product Showcases

Putting the spotlight on investment products that matter.
MORE INFO

Expert Feed

Industry Events

MORE INDUSTRY EVENTS
DEC
10

Webinar - 2024: The year in wealth management 

FEB
18

Chief Economists Forum 

FEB
20

Chief Economists Forum 

MAR
11

Advisers Big Day Out - Perth 

MAR
12

Advisers Big Day Out - Adelaide 

Featured Profile

MORE PROFILES
Kellie Wood

Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED
Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.
READ MORE
The Financial Standard podcast
Tune in each week as we discuss the latest developments in Australia's wealth management industry.
Financial Standard podcast
Spotify
Apple Podcasts
Amazon Music
YouTube
Follow Financial Standard on Facebook
Follow Financial Standard on Twitter
Follow Financial Standard on LinkedIn
Follow Financial Standard on Instagram
ISS - Institutional Shareholder Services, © Copyright 2024, All Rights Reserved
MarketSage  -  MarketPulse  -  MarketPro  -  MarketReach