Financial planning industry continues to give generously to bushfire appeal

financial-planning-industry/genesys-wealth-advisers/financial-planning-association/FPA/trustee/

2 June 2009
| By Corrina Jack |

Almost four months on, the financial planning industry continues to donate generously to the Victorian bushfire appeal.

Genesys Wealth Advisers has donated $65,000 to the appeal through the Financial Planning Association’s (FPA) Future2 Foundation, significantly adding to funds already raised.

The donation towards the relief of communities in devastated areas of Victoria came at the request of Genesys advisers through the Genesys National Advisory Council.

Meanwhile, the process of allocating the funds to deserving recipients has begun, according to Future2 trustee Michael Neary.

“We are working with the Gippsland chapter of the FPA to identify deserving recipients and also hope to involve local Genesys member firms in this process too,” Neary said.

The FPA also continues to offer pro-bono advice to bushfire victims through its referral service, which allows those affected by the fires to seek advice from a local planner.

It encourages those affected by the fires and who want to seek advice regarding their current financial situation to call the referral service (1800 626 393).

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 5 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo