FPA MEMBERS

Financial planning

On just about any criteria, the Financial Planning Association (FPA) has been a very successful trade and professional association. In little over ten years, it has put f...

Financial planning

The 1999 Financial Planner of the Year is Peter Dunn. Dunn, sole director and owner of Melbourne-based Moneyplan, is an industry stalwart. In spite of keeping up the jug...

Financial planning

The 1999 FPA convention has opened in a blaze of nationalism in Sydney....

Financial planning

Since its launch in 1992, the Certified Financial Planner (CFP) designation has been setting the standard in professional and educational requirements for the financial p...

Financial planning

Financial planning has continued its boom run, with the latest figures from the Financial Planning Association (FPA) suggesting the sector has grown 20 per cent in the pa...

Financial planning

About 30 FPA chapter chairs, from as far afield as Lismore, Cairns, Shepparton and Perth, converged on the FPA offices in Melbourne last week to discuss the latest develo...

Financial planning

The Association of Financial Advisers (AFA) has axed plans to merge with the Financial Planning Association (FPA), citing irreconcilable differences in membership bases....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 4 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

4 weeks 1 day ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

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ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

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