FPEA continues to build
The newly formed Financial Planners Education Association (FPEA) is set to launch its proposed constitution, says chair of the steering committee Gwen Fletcher.
The group's 17 members have met twice to work on setting up a business plan and constitution. A third meeting is planned for later this month to continue the work on establishing the group.
"We are involved with the road work and basis work at the moment. It's a lot of hard work to establish a new group," Fletcher says.
Fletcher should know. She was one of the founders of the Financial Planning Association when it was formed by the merger of the Australian Society of Investment and Financial Advisers (ASIFA) and the International Association of Financial Planners (AIFP) in 1992.
The FPEA was formed last year out of the inaugural Financial Planning Educators Symposium which was attended by more than 100 financial planning professionals.
Recommended for you
The Federal Court has frozen the assets of two individuals, Ferras Merhi and Osama Saad, for their connections to the troubled Shield Master Fund.
The Finance Union Sector has criticised AMP’s decision to move jobs offshore and questioned “what they will strip away next” in the ongoing business simplification.
Count is looking to adviser recruitment, acquisition of financial planning fee parcels, and cross-selling to accounting clients to improve its financial planning revenue as well as a fourfold M&A strategy.
The Perth-based wealth management firm has formed a strategic partnership with an accounting business in Brisbane, signifying its expansion into Australia’s east coast.
