financial planning

Editorial

FPA reforms and their impact on financial planners

Ray Griffin looks at the recent changes made by the Financial Planning Association and considers the impact they will have on the financial planning community in Australi...

Editorial

Making the professional grade

As the debate surrounding tertiary education for financial planners moves from whether it should be compulsory to what degree should count, Ashleigh McIntyre writes that ...

Financial planning

New deal cuts down FP degree requirements

The University of New England has signed an articulation agreement with RG 146 training provider, Mentor Education Group, allowing Mentor graduates to knock up to 42 per ...

Financial planning

Planning bar too low, then too high

ANZIIF warns that lifting the bar on financial planning qualifications may be an overreaction to having set it too low....

Financial planning

FOFA set to dominate financial planning's regulatory landscape

Financial planners will be closely watching the discussion and debate surrounding the Future of Financial Advice (FOFA) reforms....

Financial planning

Jo-Anne Bloch departs FPA following a tumultuous four years

The replacement of outgoing Financial Planning Association CEO Jo-Anne Bloch by Godfrey Pembroke chief Mark Rantall attracted criticism from some quarters of the industry...

Financial planning

Trio Capital suspension shocks financial services industry

A joint move by ASIC and APRA to suspend Trio Capital (formerly Astarra Capital) as trustee of four superannuation funds and a pooled super trust generated significant co...

Financial planning

FPA urged to talk to universities

Academic urges development of new tertiary-based minimum standards for financial planners....

Editorial

What financial planners must do to become a profession

To be regarded as a serious profession, the industry must differentiate between properly qualified financial planners and those with lesser qualifications, writes Mike Ta...

Editorial

FPA’s professionalism push to have a heavy price

The Financial Planning Association has outlined a radical agenda in its attempt to evolve into a professional association but, as Mike Taylor reports, the ultimate transf...

Financial planning

Berry reflects on FPA’s evolution

Notwithstanding the criticisms that have been directed at the FPA and the course it has charted, outgoing FPA chief Julie Berry believes the FPA’s direction has alw...

Editorial

The possible heavy costs of the FPA’s push to professionalism

The Financial Planning Association's move towards professionalism could turn out to be very costly for the organisation, writes Mike Taylor....

Financial planning

Financial Planner of the Year 2010: Catherine Robson

Unrelenting professionalism and a firm commitment to training and education made Catherine Robson the clear winner of this year's Money Management Financial Planner of th...

Financial planning

FPA membership shake-up

The Board of the Financial Planning Association has proposed significant changes to the make-up of the association, which would see individual financial planners given pr...