Planners to provide pro bono advice



|
The Financial Planning Association (FPA) has confirmed that its members will once again use Financial Planning Week to volunteer their time towards answering consumer queries at no cost.
Financial Planning Week begins next week and FPA acting chief executive officer, Deen Sanders, said the organisation was proud to be able to deliver its Ask an Expert initiative for the third year in a row.
He said the initiative represented a great opportunity for consumers to seek advice and understand just how valuable it could be.
Sanders said that last year 460 questions were submitted by Australians looking to improve their financial situation.
Consumers can access the Ask an Expert service via www.goodadvice.com.au from Monday next week through to Sunday 30 May.
Recommended for you
Shaw and Partners’ new national head of private wealth believes the biggest challenge for financial advisers right now is being able to deliver efficient advice delivery amid a complex regulatory environment and growing investment universe.
Global equity manager Orbis Investments has appointed a head of marketing from Capital Group as it becomes the latest manager to target advised retail investors.
While Australia prepares for the $3.5 trillion intergenerational wealth transfer, a Wilsons Advisory report suggests the ongoing gender imbalance in the advice profession could prove a challenge to this process.
Danielle Press, a former ASIC commissioner, is to chair a new AFSL committee set up by Sequoia which seeks to improve governance practices and review its approved product lists.