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Showing 1 - 10 of 24 results for "Financial Planning Standards Board"

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 ...

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 ...
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