CHIEF EXECUTIVE OFFICER

Financial planning

The FPA is investigating claims made by dealer group AAA Shares about its affilliation with the FPA and the CFP status of some of its planners....

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Superannuation

SPAA has urged auditors to register early with ASIC to ensure they can undertake SMSF audits from 1 July 2013....

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Financial planning

The AFA has launched its 2013 GenXt Road Show, which kicks off in Hobart on 5 February and will visit Adelaide, Perth, Melbourne, Sydney and Brisbane....

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Financial planning

The financial planning industry has welcomed ASIC's guidance on fee disclosure, though some argue it should have applied only to new clients....

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Financial planning

The Financial Planning Association's (FPA's) Ask an Expert Week has commenced and will run until 27 January....

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People & Products

Founder and former chief executive of Finovia Group, Geoff Pritchard, has joined Elixir Consulting as a business coach to service the company's Melbourne and Perth market...

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Financial planning

In a bid to promote financial planning, members of the FPA will use an online forum to answer financial questions put by the Australian public....

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Superannuation

ASFA's Pauline Vamos argues that 2013 is the dawn of a new era for superannuation, and that the industry will cater to those who own it – the members....

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People & Products

Paul Fegan has joined Genworth Australia as chief financial officer....

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Editorial

The launch of a national curriculum for financial planning degrees by the Financial Planning Education Council was a major win for the industry in 2012....

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Editorial

Plan B's Andrew Black could be forgiven for thinking he is being followed by IOOF in the wake of its acquisition of the dealer group....

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Editorial

Richard Klipin made a shock exit from the Association of Financial Advisers to join ANZ-owned dealer group millennium3 in 2012....

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Financial planning

Chief executive officer of ANZ-owned dealer group RI Advice, Paul Campbell, has left the group for family reasons, the company has announced....

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Accounting

SPAA hopes to become part of the limited advice licensing regime by offering its Public Practice Certificate to accountant members....

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Financial planning

A financial adviser has raised concerns about some of the marketing strategies used by banks to sell life insurance, which could have a negative financial impact on risk ...

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