marisa broome

Financial planning

FPA/AFA merger represents fundamental shift: Sharpe

A merger between the FPA and AFA would be a “fundamental shift” for the financial advice industry, according to FPA chair David Sharpe, as voting opens for members....

Financial planning

Prescriptive PY produces problems

Prescriptive Professional Year requirements are hampering the advice industry in a time of declining adviser numbers, say two industry associations....

Financial planning

Could industry see a merger of adviser organisations?

A merger between Association of Financial Advisers and Financial Planning Association of Australia is “not off the table” but will be driven by their members’ demands....

Financial planning

The danger of young advisers utilising experience pathway

Parameters need to be in place with the proposed experience pathway to prevent young advisers with minimal qualifications from being eligible for the exemption, according...

Financial planning

New entrants face hurdles in securing professional year

It is the professional year that is the biggest hurdle for new entrants rather than exams but things are likely to improve in 2022 when it is clear how many existing advi...

Financial planning

Advisers see future opportunities after regulatory hurdles

Advisers say they are seeing a light at the end of the tunnel for the first time in a while after a challenging period of regulatory change....

Financial planning

Women could fill advice gap

Most Financial Planning Association student members coming through are women, who are likely to reshape industry demographics as existing advisers leave the industry. ...

Financial planning

FPA and AFA take on Gov together

The industry’s two main industry bodies have continued their unified response navigating the difficult landscape advisers are facing, yesterday meeting together with Sena...

People & Products

FPA appoints new CRC chair

The Financial Planning Association of Australia has appointed Dale Boucher as new chair of conduct review commission....

People & Products

Marisa Broome to take up FPA chair

Financial Planning Association board director Marisa Broome will take over as chair from Neil Kendall when his term ends on 21 November, this year....