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FINANCIAL PLANNING ASSOCIATION
Financial planning
The Commonwealth Bank of Australia has announced the new head of its Financial Wisdom dealer group after appointing internal staffer Paul Barrett today to replace Jerome ...
Financial planning
A recent court ruling has put the industry on notice that clients can be compensated for a lot more than money directly lost as a result of inappropriate advice, says Pau...
Financial planning
The SwimEC (Super, Wealth and Investment Management Electronic Commerce) industry initiative mounted by the Association of Superannuation Funds of Australia (ASFA), the I...
Financial planning
It has been six months since chief executive officer Kerrie Kelly began the structural makeover of the Financial Planning Association (FPA) and at last count the number o...
Financial planning
Affiliated dealer groups FuturePlus and Chifley Financial Services have resolved an ongoing dispute with advisers by withdrawing a 12-page commercial agreement the latter...
Financial planning
The Federal Government has acknowledged inherent flaws within the new Financial Services Reform regime are largely due to the legislation being principle-based rather tha...
Financial planning
Tribeca Learning has signalled its interest in taking on the Financial Planning Association’s ongoing education offering - The Certified Financial Planner (CFP) designati...
Financial planning
The Australian Taxation Office in consultation with the Australian Securities and Investments Commission will not move to regulate ‘incidental’ tax advice given by financ...
Financial planning
The Australian Securities and Investments Commission (ASIC) has teamed up with five industry groups to form a consultation panel to assess strategies to prevent 'bad appl...
Financial planning
“Smart” financial planners will have made New Year’s Resolutions to change the way they run their business to meet consumer and regulatory expectations, according to Pres...
Financial planning
Victorian financial planner Robert Kiddell has won the Money Management Financial Planner of the Year award for 2002 after beating a field of well known financial planner...
Financial planning
The Money Management Financial Planner of the Year Award is now in its 15th year since awarding the inaugural prize in 1989 to David Worley....
Editorial
Dominic McCormick questions accountants’ love affair with investing in property....
Financial planning
If you’ve always wanted to throw in your 10 cents worth on where you feel the industry has gone wrong – here is your opportunity. Julie Bennett reports....
Financial planning
Financial services education provider Integratec has passed the first-ever candidate to take the Advanced Diploma of Financial Services (Financial Planning) course, the n...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...