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

Search Results

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

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
... recognise the outstanding achievements of financial planners, paraplanners, university students and FPA professional practices. The awards also celebrate the individuals and businesses who go above and beyond to deliver results for clients. FPA chief ...

FPA launches benchmarking tool

ALLY SELBY  |  WEDNESDAY, 8 APR 2020
... ensure their practices are firing on all cylinders as they service new and existing clients," he said. "FPA professional practices have risen to the challenge of this unfolding economic crisis by supporting Australians through what may be the most difficult ...

FPA appoints former ASFA adviser

KANIKA SOOD  |  THURSDAY, 20 SEP 2018
... newly-created role. The FPA has created the role of professional practice manager to focus on the association's professional practices program. Joining the FPA in this position is Ken Whitton. Most recently Whitton was ASFA's senior policy adviser where ...

Digital key to greater trust, literacy

KERRIE SYDEE  |  MONDAY, 29 AUG 2016
... haven't studied in a long time, they need support and they need time to balance their study with their professional practices and with their lifestyle demands. "The answer is not driving financial planners out of the industry because financial planners ...

Mercer expands financial advice business

MARK SMITH  |  TUESDAY, 22 MAR 2016
... salaried advice business in Australia to have every office, including 60 financial advisers, accredited as a Professional Practices of the Financial Planning Association (FPA). "Our advisers have the best of both worlds - we can be product agnostic and ...

ING DIRECT inks deal with advice association

LAURA MILLAN  |  FRIDAY, 4 DEC 2015
... Australia's top financial planning associations that will benefit customers of its Living Super product. Professional practices which are certified by the Financial Planning Association (FPA) will provide comprehensive financial advice to ING DIRECT ...

StatePlus adopts FPA professional practice program

LAURA MILLAN  |  WEDNESDAY, 18 NOV 2015
... have signed up to the program. This makes it the financial planning group with the highest number of FPA Professional Practices. All StatePlus planners are members of the FPA and more than half have achieved the Certified Financial Planner designation. ...

Industry fund competes directly with advice networks

LAURA MILLAN  |  WEDNESDAY, 26 AUG 2015
... program. UniSuper is the first not-for-profit fund to have all of its advice offices accredited as FPA Professional Practices. Over 90% of UniSuper's private client advisers hold the Certified Financial Planner (CFP) designation and over 65% of its more ...

Mercer becomes first FPA accredited salaried firm

LAURA MILLAN  |  MONDAY, 23 MAR 2015
Mercer advice practices have become the first salaried adviser firms to be accredited Professional Practices by the Financial Planning Association (FPA). The FPA's accreditation is designed to recognise high-calibre financial planning practices that ...

Independent dealer groups eye Genesys practices

LAURA MILLAN  |  TUESDAY, 25 NOV 2014
... the major institutions have with both advisers and their clients. I think we will increasingly see good professional practices questioning the value of being part of that," De Zwart said. Independently-owned dealer group Synchron highlighted the problem ...
PAGE:
1
PREVIOUS
NEXT