FINANCIAL PLANNING ASSOCIATION
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 key message of the FPA presentation to the Parliamentary Committee conducting the inquiry into the Structure and Operation of the Superannuation Industry was the need...
Financial planning
Records of advice have been included in a revised version of the Financial Planning Association’s guide on the development of effective Statements of Advice, released yes...
Financial planning
The Financial Planning Association has called for changes to be made to the Financial Services Reform Act to ease the burden of compliance on financial planners and make ...
Financial planning
The nomination process for the 2006 Money Management Financial Planner of the Year award has now begun....
Financial planning
Entries close this Sunday, October 1, for the prestigious Paraplanner of the Year Award....
Financial planning
A primetime interactive television program illustrating how valuable good quality financial advice can be for all Australians is set to screen in October of this year....
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
Former Perth Chapter chairman Julie Matheson has responded to her removal from the position by the Financial Planning Association’s national board last week by announcing...
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....
Financial planning
Entries are open today for the prestigious Paraplanner of the Year Award. Only paraplanners who hold a proper authority and have fully or partially completed formal finan...
Financial planning
The Financial Planning Association’s Value of Advice campaign featuring the anti-hero Dazza has been well received to date and has gone a long way toward alerting consume...
Financial planning
A senior executive of a data warehousing organisation estimates that it will cost major financial institutions up to $100 million to implement systems and procedures to e...
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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...