CFP
Financial planning
A strong belief in the value of strategy advice rather than product advice, combined with a passion for managing clients’ financial affairs in a proactive manner, helped ...
Financial planning
Meritum Financial Group has snared two long term Winchcombe Carson adviser practices in Melbourne....
Financial planning
Nearly half of the women aged 45 to 64 are investing in assets over and above their super to save for their retirement, according to a survey by Commonwealth Financial Pl...
Editorial
Paraplanning deserves recognition in its own right as a chosen profession rather than as a transition to becoming a financial planner, according to Brigitte Forbes, senio...
Financial planning
Financial Planning Association chief executive Jo-Anne Bloch kicked off this year’s FPA National Conference with four significant announcements, which could lead to drast...
Financial planning
The FPA has advised that its investigation into the activities of Tasmanian-based adviser Brendan Moore has been wrapped up, with its disciplinary committee imposing only...
Financial planning
The Financial Planning Association has released the results of its own research that shows its members feel it is not doing enough to promote the value of advice or the p...
Financial planning
The Financial Planning Association has amended the level of experience it requires from its Certified Financial Planner candidates to better reflect that of a typical car...
Financial planning
A total of 15 members of the Financial Planning Association have been nominated to fill four voting member board directorships....
Financial planning
Commonwealth Financial Planning has implemented an internal staff development program that offers Commonwealth Bank employees a career path that will see them become fina...
Financial planning
AMP financial planner Harry Moustakas CFP has won the NSW wealth accumulation category of the Financial Planning Association’s inaugural Value of Advice Awards....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...