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FINANCIAL PLANNING ASSOCIATION OF AUSTRALIA
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
As advisers exit the industry, the number of Certified Financial Planners in Australia has declined by 4% but figures globally have now passed 200,000....
Financial planning
Following the release of the Senate Economic Legislation Committee’s Compensation Scheme of Last Resort report, the Financial Planning Association of Australia is once ag...
Features
Business processes, succession planning and system efficiency are among areas that advisers can focus on this year thanks to a lull in regulatory change, writes Oksana Pa...
Expert Analysis
The professional year offers new entrants a bridge between academic theory of the post-Hayne landscape and the real world of service, writes Anne Palmer. ...
Financial planning
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
Most of the Financial Planning Association of Australia’s members are against providing a full experience pathway and the association is working through a way to balance ...
Financial planning
AFA general manager of policy and professionalism, Phil Anderson, has responded to questions about whether the planning group will be doing anything to get the Life Insur...
Financial planning
Making financial advice tax deductible is one of the key goals for advocacy in the new year for the Financial Planning Association of Australia....
Financial planning
With a Federal Election and several reviews underway, there will be no room for regulatory changes in 2022 but the end of the year will be a different story once those ar...
Financial planning
Financial Planning Association of Australia members will be able to volunteer their time to help financial rebuild Australians impacted by bushfires....
Financial planning
The Financial Planning Research Journal, published by Griffith University and the Financial Planning Association of Australia, has introduced three new research awards an...
Policy & Regulation
A total of 53 current bachelor or higher degrees, 66 historical courses and 30 bridging courses are now part of FASEA’s accreditation....
People & Products
The Financial Planning Association of Australia has launched a new Match My Planner online matching service to help Australians find a Certified Financial Planner....
People & Products
The Financial Planning Association of Australia has announced Raquel Netto of The Wealth Mentoring Group as the Semester 1, 2019 winner of the Gwen Fletcher Memorial Awar...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....