FPEA continues to build
The newly formed Financial Planners Education Association (FPEA) is set to launch its proposed constitution, says chair of the steering committee Gwen Fletcher.
The group's 17 members have met twice to work on setting up a business plan and constitution. A third meeting is planned for later this month to continue the work on establishing the group.
"We are involved with the road work and basis work at the moment. It's a lot of hard work to establish a new group," Fletcher says.
Fletcher should know. She was one of the founders of the Financial Planning Association when it was formed by the merger of the Australian Society of Investment and Financial Advisers (ASIFA) and the International Association of Financial Planners (AIFP) in 1992.
The FPEA was formed last year out of the inaugural Financial Planning Educators Symposium which was attended by more than 100 financial planning professionals.
Recommended for you
Licensee Centrepoint Alliance has completed the acquisition of Brighter Super’s annual review service advice book, via Financial Advice Matters.
ASIC has launched court proceedings against the responsible entity of three managed investment schemes with around 600 retail investors.
There is a gap in the market for Australian advisers to help individuals with succession planning as the country has been noted by Capital Group for being overly “hands off” around inheritances.
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager.
