FPA honours long serving employee
The FinancialPlanning Association (FPA) has passed a special resolution to recognise the contribution made by non-financial planners to the association.
The first person to be so recognised is the FPA’s state executive officer for NSW, Di Bungey, who joined the association 15 years ago.
FPA chairman John Godfrey presented Bungey with an award for her contribution to the association at a lunch in Sydney last week.
Bungey was the first employee of the Australian Investment Planners Association (AIPA), joining the association in 1987, five years before it merged with the Australian Society of Investment and Financial Advisers to form the FPA.
As well as the award, Bungey received tributes for her contribution to the association from FPA chief executive Ken Breakspear and past FPA board members Gwen Fletcher and Laura Menschik.
Recommended for you
The top five licensees are demonstrating a “strong recovery” from losses in the first half of the year, and the gap is narrowing between their respective adviser numbers.
With many advisers preparing to retire or sell up, business advisory firm Business Health believes advisers need to take a proactive approach to informing their clients of succession plans.
Retirement commentators have flagged that almost a third of Australians over 50 are unprepared for the longevity of retirement and are falling behind APAC peers in their preparations and advice engagement.
As private markets continue to garner investor interest, Netwealth’s series of private market reports have revealed how much advisers and wealth managers are allocating, as well as a growing attraction to evergreen funds.
