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FPA CHIEF EXECUTIVE

Financial planning

The FPA remains Australia’s dominant industry body for financial planners, but in the contest for members it is the AFA that has experienced the greatest migration of mem...

Financial planning

Dealer groups must adopt programs that encourage practices to employ junior financial planners, according to e-Jobs Recruitment Specialists director Trevor Punnett. ...

Financial planning

Financial Planning Association (FPA) executive Gerard Fitzpatrick is leaving the industry organisation to take up a role with the Australian Securities and Investments Co...

Financial planning

The Financial Planning Association has called for an overhaul of the education standards for financial planners, including a minimum tertiary qualification requirement by...

Financial planning

FPA Board endorses commissions shift....

Financial planning

FPA warns the Government of a double regulatory burden on planning firms as a result of the new National Consumer Credit Protection legislation....

Financial planning

FPA chief executive Jo-Anne Bloch tells Parliamentary Inquiry it must not focus on just certain groups....

Financial planning

The Financial Planning Association has formerly rejected a claim in a submission to the Parliamentary Joint Committee on Corporations and Financial Services that membersh...

Financial planning

The Financial Planning Association (FPA) has renovated its Code of Professional Practice for the first time in years, bringing several of the FPA's codes and standards un...

Financial planning

The Financial Planning Association and the Association of Financial Advisers are to join together to push regulatory reform of the financial services industry....

Financial planning

The VOA awards are designed to promote and define the value of professional advice....

Financial planning

Few financial planners appear to be fully embracing the Financial Planning Association's latest short-form Statement of Advice sample despite high praise for the FPA lead...

Financial planning

The Federal Government's move to allow superannuation funds to provide advice to members has served to unite the financial planning industry in voicing its opposition....

Financial planning

The Australian Securities and Investments Commission has issued class order relief that will allow super fund members to receive advice from their fund....

Financial planning

More than 360 Australians have sought advice on superannuation, mortgages and the first home owners grant, retirement, tax budgeting and investments....

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MARKET INSIGHTS

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