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DANTE DE GORI
Financial planning
The financial services bodies have welcomed the extension of the FASEA exam and education standards, which now have the deadline of 1 January, 2022, and 1 January, 2026, ...
Features
Mike Taylor writes that the Financial Planning Association may well have identified a key element of the future of the financial advice industry but no one should overloo...
Financial planning
Licensees need to look to accepting a role as the agencies which develop, train, educate and support registered financial advisers, according to the Financial Planning As...
Financial planning
The Financial Planning Association has signalled it wants the next best thing to the commercial benefits which would have flowed from being a code-monitoring body, with i...
Policy & Regulation
It has now called on the Senate to pass the FASEA extension bill, now that the Government has removed the exemption that allows stamping fees on listed investment entitie...
Financial planning
The free guide was designed to help consumers manage their finances during the crisis....
Financial planning
The Australian Securities and Investments Commission granted class order relief with respect to advisers being required to be members of a code-monitoring body and questi...
Financial planning
The FPA has partnered with three fintech providers to allow advisers provide early super advice more efficiently....
Life/Risk
The Financial Planning Association says the advocacy efforts of financial advisers on behalf of clients can often impact the dispute data collected by the Australian Prud...
Financial planning
The Financial Planning Association has echoed the Association of Financial Advisers in calling on Choice to retract derogatory comments about financial planners....
Expert Analysis
The financial planning profession is on the cusp of a major growth trajectory as planners and professional associations unite to secure its future, writes Dante De Gori....
Financial planning
The Government is wrong in its move to stop people from paying for financial advice from their MySuper accounts, according to the Financial Planning Association....
Financial planning
Financial Planning Association chief executive, Dante De Gori has pointed to the impacts of increasing regulatory oversight with the cost of generating a statement of adv...
Financial planning
The two associations have come together to help those impacted by the bushfires to rebuild financially....
Financial planning
The Government’s latest exposure draft legislation around the recommendations of the Hayne Royal Commission suggest little has been paid to the lobbying of the major fina...
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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...