FPA announces latest winner of Gwen Fletcher Memorial Award

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The Financial Planning Association of Australia (FPA) is delighted to announce Erica Cummins of Graham Wealth in Swan Hill, Victoria, as the latest winner of the Gwen Fletcher Memorial Award. Named after the late ‘First lady of Financial Planning’, the award recognises the highest performing student in the final unit of the CFP® Certification Program […]

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Women’s Index shows economic progress in FY18 despite H1 setback

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Women’s economic measure finds that Australian women are progressing but it’s a one step forward, two step back march. The latest Financy Women’s Index powered by Data Digger has revealed that the economic progression of Australian women has suffered a disappointing setback and is yet to fully recover from a drop in workforce participation and […]

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ANZ gives advisers access to mental health portal

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ANZ has commissioned a mental health and wellness portal for advisers to help them develop a greater awareness about their own mental health and to facilitate more meaningful conversations with their clients about their wellbeing. Mental health and wellbeing company Mindstar has developed the portal for ANZ giving advisers access to tools, information and education […]

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The Vinnies CEO Sleepout: reminding us of our social purpose

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At a time of intense scrutiny on the financial services sector, it is easy to lose sight of the inherent social purpose underlying the myriad of products and services it provides. This is especially true of life insurance, where the $10 billion life insurers pay in claims each year isn’t widely appreciated; except perhaps by […]

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Cooper Investors puts its money where its mouth is

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Cooper Investors, the Melbourne-based specialist global equities fund manager, is taking its investment philosophy to the world of philanthropy with its decision to support OzHarvest, Australia’s leading food rescue charity. Cooper Investors Founder and Chief Investment Officer, Peter Cooper, says the values that the fund manager looks for in companies, such as authenticity and focussed […]

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Nikko AM commits to Women’s Empowerment Principles

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Nikko Asset Management (“Nikko AM”) has announced that it has signed a statement of support for the Women’s Empowerment Principles (WEPs). Produced and disseminated by the United Nations Entity for Gender Equality and the Empowerment of Women (UN Women) and the United Nations Global Compact, the Principles present seven steps that business and other sectors […]

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Social media driving global philanthropy beyond June 30

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The increasing influence of social media platforms and crowdfunding globally means traditional philanthropy is evolving, but for many June 30 still remains a key date for tax planning, says Emma Sakellaris, executive general manager, Australian Unity Trustees. Statistics shows that giving in Australia is on the rise, increasing $1 billion to $121 billion over the […]

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Reconciliation in action fosters innovation and relevance

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Working with Aboriginal and Torres Strait Islander communities led Australia’s leading specialist trustee company, Equity Trustees to adapt and change the way it delivers traditional trustee services not only in their trustee and philanthropic areas – but in an unexpected area of their business: Estate planning. A pilot, developed in consultation with the Noongar community […]

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Future2 calling cyclists and hikers to help raise funds for young Australians in need

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Future2, the philanthropic arm of the Financial Planning Association of Australia (FPA), is calling for cycling and hiking enthusiasts to join them on two different outdoor adventures exploring NSW from country to coast. The Future2 Wheel Classic and the Future2 Hiking Challenge will raise funds for Future2’s Make the Difference! Grant program that supports community […]

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Dūcere announces partial MBA scholarships for Mentor alumni and financial service industry professionals

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Dūcere Global Business School (Dūcere) Founder & Executive Director Mathew Jacobson has announced an exciting partial scholarship opportunity for twelve Mentor Education past students (alumni) and financial service industry professionals to undertake their Master of Business Administration (MBA) in Innovation and Leadership. Commenting further on the announcement Mathew Jacobson said he believed the partial scholarship […]

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