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FPA
People & Products
The former AFA president, NSW financial adviser and long-term contributor to the financial advice industry has passed away at the age of 89. ...
Financial planning
The Financial Advice Association Australia has recorded over 8,700 membership renewals, including over 80 per cent of eligible practitioner members....
People & Products
Three financial advisers, including a former chair of the Financial Planning Association of Australia, have been awarded a Medal of the Order of Australia in this year’s ...
Financial planning
With an ATO review underway to make financial advice tax deductible, Tangelo Advice Consulting’s Conrad Travers has reiterated why this would be a positive step forward f...
Financial planning
In questioning whether financial advice is “too complex” for the average Australian, Sarah Abood has reiterated the importance of digital tools to address accessibility c...
Financial planning
In light of the recent experience pathway consultation, former AFA chief executive Phil Anderson has debated whether 10 years of experience can be comparable to a univers...
Financial planning
The Financial Advice Association Australia has recommended a 10-year sunset clause in the experience pathway to support older advisers, as it reveals its membership is eq...
Financial planning
Whilst having technical knowledge is crucial, this adviser suggests that being an emotional rock to clients should be the top priority....
Financial planning
Almost half of the Association of Financial Advisers’ board and leadership team have opted to leave as the organisation transitions to the Financial Advice Association of...
Financial planning
If all FPA/AFA members join, over half of the Financial Advisers Register could be members of the new FAAA and the organisation will have to work to meet the needs of the...
Financial planning
AFA national president Sam Perera has announced he will not be joining the board of the newly-formed Financial Advice Association Australia. ...
People & Products
The FPA’s Future2 Foundation will now include participants from the Association of Financial Advisers and the SMSF Association as board director Sarah Abood steps down. ...
Financial planning
With more Professional Year candidates passing their financial adviser exam this week, an associate adviser has shared why graduates shouldn’t rush to become advisers and...
Outsider
When it comes to a business merger, achieving the voting approval can be just the first step....
People & Products
The former policy and advocacy head at the FPA has announced he will be joining the Council of Australian Life Insurers' executive team....
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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...