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Financial planning
The Financial Adviser Standards and Ethics Authority has been warned against over-complicating the transition of practising advisers who hold foreign qualifications....
Financial planning
The Financial Planning Association is arguing that third-party professional associations such as itself should be integral to the new continuing professional development ...
Financial planning
The Financial Adviser Standards and Ethics Authority has been warned that calling degree-qualified advisers “Provisional Financial Advisers” during their professional yea...
Financial planning
Financial Planning Association chief executive, Dante De Gori has warned of a looming pause in the authorisation of new financial planners as a result of the implementati...
Financial planning
Exposure draft legislation suggests the financial planning industry has secured a significant win on allowing advisers to represent their clients on tax issues....
Financial planning
The Financial Planning Association (FPA) has welcomed the fact that financial advice and how it is delivered has been excluded from draft legislation handing the Australi...
Financial planning
Having frequent money talks with children can help raise more financially savvy kids, according to the Financial Planning Association’s Share the Dream report....
Financial planning
Parents are struggling to raise kids born since 2000 and to whom money is often unseen, but seeking a financial planner could help, according to the Financial Planning As...
Financial planning
The Financial Adviser Standards and Ethics Authority has been told the Corporations Act actually delegitimises planners because it fails to appropriately separate them fr...
Financial planning
The Financial Planning Association has repeated its call for a three-year phase-out of grandfathered commissions but has suggested solutions to ensure client benefit....
Financial planning
The Financial Planning Association has issued an online questionnaire for members to complete on the Financial Adviser Standards and Ethics Authority’s Financial Adviser ...
Financial planning
The high cost of acquiring and then maintaining code-monitoring status may finally serve to unite the key financial planning organisations....
Financial planning
The Financial Planning Association said it supports the practical tips that ASIC has provided to planners to improve the quality of the advice they give to clients....
Financial planning
Erica Cummins of Graham Wealth in Swan Hill has won the Financial Planning Association’s Gwen Fletcher Memorial Award....
Financial planning
The Financial Planning Association and the Association of Financial Advisers have cautioned against allowing a retirement income covenant trumping advice, but Challenger ...
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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...