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Showing 1 - 10 of 19 results for "Financial Planning Standards Board"

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 ...

Platform appoints TPB director

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 DEC 2019
... subsidiary. She also brings experience as an Australian representative on the International Financial Planning Standards Board and the Global Standards Body for financial advisers to the role. "Berry's experience demonstrates leadership, change management ...

FPEC chair steps down

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... profession, and we commend him on his hard work," Kendall said. Elsewhere, new figures from the Financial Planning Standards Board (FPSB), the global licensing body of Certified Financial Planner (CFP) professionals, reported a 3.2% rise in the number ...

FPA celebrates World Financial Planning Day

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
... choices within the context of financial and life goals," De Gori said. Global licensing body, the Financial Planning Standards Board (FPSB), is hosting the inaugural World Financial Planning Day, which is also part of the International Organisation of ...

Countplus appoints new CEO

ALEX BURKE  |  FRIDAY, 24 FEB 2017
... firm. As well as chairing the FPA for four years, Rowe was 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. "Countplus welcomes the known and ...

Advisers see fintech as tool not threat

KERRIE SYDEE  |  FRIDAY, 14 OCT 2016
... enhance services rather than seeing it as threat to their livelihood. The new report from the Financial Planning Standards Board (FPSB) aims to start a global conversation around the implications of fintech and automated advice for the delivery of holistic ...

Australians more reluctant to seek professional advice

LAURA MILLAN  |  WEDNESDAY, 2 DEC 2015
... from a professional. The survey was conducted by global research firm GfK on behalf of the Financial Planning Standards Board (FPSB) and in conjunction with the Financial Planning Association (FPA). It found that Australians rely less on planners and ...

Financial planning director to leave AMP

LAURA MILLAN  |  THURSDAY, 18 JUN 2015
... within AMP, but across the industry," he added. Helmich will continue to chair the International Financial Planning Standards Board (FPSB) and is also Chair of Future2, the FPA Foundation.

Robo advice questions still unanswered

DARREN SNYDER  |  TUESDAY, 5 MAY 2015
... that the advice profession is very well established here in Australia. "IOSCO - of which the Financial Planning Standards Board [and ASIC] is an affiliate member - recently analysed the impact of automatic financial advice and the regulatory challenges," ...
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