Dante De Gori


FASEA needs to implement the Code of Ethics

Guiding advisers through their education options

Proposed Code Monitoring Authority will be ready to roll

Bonds: The Shifting Investment Landscape

Legg Mason

Face-to-face advice needed but costs rising

FASEA exam advisers’ major area of concern

Aussies spending near $20bn on presents annually

Determining the real value of managed accounts


FPA and other associations lodge formal code-monitoring application

A perfect storm

FPA launches new CPD platform

New matching service to find your planner

FPA confirms CFP sign-ups have taken hit

FPA’s De Gori boasts continuing relevance of CFP

Compliance issues continue to erode BOLR pay-outs

Planner exam – more Canberra lobbying required

FPA and AFA take on Gov together