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Showing 1 - 10 of 16 results for "Professional Partner"

FPA membership declines, deficit materialises

ANDREW MCKEAN  |  THURSDAY, 3 NOV 2022
... increase was retired affiliates, growing from 206 to 229 members. The FPA also noted that it no longer runs the Professional Partner program, and that in line with the Constitution, only individual persons can become members. Meanwhile, after achieving ...

Koda Capital, Redwood merge

CASSANDRA BALDINI  |  TUESDAY, 18 OCT 2022
Koda Capital (Koda) is expanding into the Perth market through a merger with Redwood Wealth Alliance. In bringing the two businesses together, Redwood will become part of the broader Koda professional partnership. Some Redwood staff will hold equity ...

Newcastle advice firm joins Count Financial

KARREN VERGARA  |  THURSDAY, 28 OCT 2021
A Newcastle-based financial advice firm is the latest to join the Count Financial network. Serendipity Wealth Advisors launched in February 2021 by directors Christine Lusher and Norma Samson. The duo worked together early in their careers. Lusher previously ...

CMC Markets introduces derivatives platform

ELIZA BAVIN  |  WEDNESDAY, 10 JUN 2020
CMC Markets has launched a new derivatives platform to provide access to thousands of single stock CFDs in Australia, the US, Europe and Asia. CMC said the platform has been developed to allow seamless integration with existing systems, including an ...

FPA launches benchmarking tool

ALLY SELBY  |  WEDNESDAY, 8 APR 2020
The Financial Planning Association of Australia has today launched an online index set to allow financial planners to benchmark the success of their business relative to their peers. In partnership with global market research consultant CoreData, the ...

Uncertainty abounds future of advice regulation

JAMIE WILLIAMSON  |  TUESDAY, 1 MAY 2018
Testimony provided to the Royal Commission by key financial advice associations and the corporate regulator raised concerns as to the organisations' efficacy in identifying and penalising misconduct. In closing the Royal Commission's inquiry into financial ...

ANZ wealth sale marks end of an advice era

ALEX BURKE  |  FRIDAY, 4 NOV 2016
ANZ's potential sale of its wealth business will send ripples through the succession plans of many advice businesses now that banks can no longer be considered a "buyer of last resort." During a media briefing discussing the bank's full-year results ...

ING DIRECT super manager promoted

DARREN SNYDER  |  THURSDAY, 1 OCT 2015
Former ING DIRECT manager superannuation Tim Hewson has been appointed to a new role internally to become national partnership manager, residential lending and wealth. ING DIRECT has made the appointment on the back of a "growing convergence of the ...

FPA scores 94pc approval

ELISE BURGESS  |  FRIDAY, 8 APR 2011
Financial Planning Association (FPA) members have voted almost unanimously for a new three-year strategic plan as the association moves in new direction. The extraordinary general meeting held in Melbourne yesterday recorded a 94 per cent vote in favour ...

FPA to reset membership criteria

ALISON BEVEGE  |  TUESDAY, 8 MAR 2011
The Financial Planning Association is seeking to restrict its membership with constituents to vote on the proposals in April. After June this year only practicing financial planners will be able to join the association as members with practice owners ...
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