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Financial planning
The power of the FPA to discipline its own members will be put to the test in circumstances where it has confirmed it is investigating 41 complaints against 23 financial ...
Financial planning
The Financial Planning Association has amended the level of experience it requires from its Certified Financial Planner candidates to better reflect that of a typical car...
Financial planning
A total of 15 members of the Financial Planning Association have been nominated to fill four voting member board directorships....
Financial planning
AMP financial planner Harry Moustakas CFP has won the NSW wealth accumulation category of the Financial Planning Association’s inaugural Value of Advice Awards....
Financial planning
AMP Financial Planning’s director of advice-based distribution Steve Helmich has stepped aside as chairman of the FPA’s professional standards and ethics committee while ...
Financial planning
Despite the requirement by the FPA that their members fully comply with the ‘soft dollar code’ by January 1, 2005, benefit arrangements employed by advisory dealer groups...
Financial planning
MLC has thrown its support behind the type of remuneration offered by the FPA advice-based fee model....
People & Products
The Financial Planning Association of Australia (FPA) has appointed two independent board directors to replace former chairman Kathryn Greiner and David Elsum, who resign...
Financial planning
The AIOFP has criticised the FPA’s comments last week that investors, not planners, were responsible for money lost through investments in Westpoint-associated products, ...
Financial planning
Following today’s implementation of amendments to the Financial Services Reform Act (FSRA), advisers are no longer bound to issue a Statement of Advice to existing client...
Financial planning
Ascending to the summit of an organisation is an achievement people usually rank as a life long ambition but Corinna Dieters’ decision to stand for election as chair of t...
Financial planning
Financial planning groups have been given the chance to break down any barriers preventing them from pushing into the American financial services market as part of negoti...
Financial planning
A “taken aback” chief executive of the Financial Planning Association, Kerrie Kelly, has demanded the chair of the Australian Securities and Investments Commission take a...
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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...