FPA community offers support to victims of recent disasters

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The Financial Planning Association of Australia (FPA) has re-launched its pro bono service to provide free financial advice to Australians affected by the recent natural disasters, including the Queensland and Northern NSW floods and bushfires which have wreaked havoc throughout Tasmania, Victoria and NSW.   Talking about the effect of the recent disasters, Mark Rantall, […]

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NSW and QLD not-for-profits receive ‘top up’ grants from Future2

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Future2 has awarded two grants of $5,000 to past grant recipients whose programs have demonstrated exceptionally sound results and a strong link with the financial planning profession. The grants follow the award in late 2012 of five grants of $10,000 each within the 2012 Make the Difference! Grant program. The grant recipients were selected from […]

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Melbourne-Sydney route chosen for Future2’s cycling fundraiser

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A 1230 km route from Melbourne to Sydney has been chosen for the 2013 AMP Financial Planning Future2 Wheel Classic – the foundation’s annual cycling fundraiser.  AMP Financial Planning is Gold Partner for the second year.  Interest is high among would-be Wheel Classic cyclists in the financial planning community. Future2 aims to raise raise at […]

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Season’s greetings from AdviserVoice

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The team at AdviserVoice would like to wish you a happy and safe festive season and all the best for a bright and successful year in 2013. AdviserVoice will commence publishing news and articles from 14 January 2013.

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Bank scholarship program reaches new heights

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Bendigo and Adelaide Bank has today launched one of Australia’s largest privately funded tertiary scholarship programs. More than 100 scholarships will be awarded as part of the 2013 program – both to first year undergraduates as well as those second year students who received first year scholarship support in 2012. “The program has grown immensely […]

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AMP planners voted best of the best

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AMP planners picked up two of the three Financial Planning Association’s National Best Practice Awards at a reception in Melbourne on Friday night.  Shane Lenehan from Charter Financial Planning received the FPA’s Best Practice Award and Mark O’Leary from AMP Financial Planning was awarded the FPA Future 2 Community Service Best Practice Award.  The FPA’s […]

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Mathias Cormann speaks at event

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Senator Mathias Cormann, Shadow Assistant Treasurer and Shadow Minister for Financial Services and Superannuation, will be special guest later this month at a lunch hosted by the Warringah Division of the NSW Liberal Party, organised with the help of well-known financial planner, Dr Tony Virtue. The function, which will be held at the Intercontinental Hotel, […]

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Future2 announces $50,000 of new grants

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Future2 has announced the recipients of five grants totaling $50,000, giving vital support to grassroots projects working to transform the lives of disadvantaged young Australians who are at risk. The grant recipients were selected from 42 applications, each endorsed by a local financial planning professional, and will receive $10,000 each. BackTrack Youth Works, Armidale, NSW www.backtrack.org.au […]

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Team from La Trobe wins AMP University Challenge 2012

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A team of students from La Trobe in Victoria has won the AMP University Challenge 2012, a national financial planning competition open to all Australian university students who want to find out what it’s like to be a financial planner.  The competition, now in its second year, invites individuals or groups of up to three […]

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AFA Female Excellence in Advice Finalists Announced for 2012

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The Association of Financial Advisers (AFA), in conjunction with TAL Life Limited, has announced this year’s finalists in the 2012 Female Excellence in Advice Award (the Award). Anne Graham, McPhail HLG Financial Planning (Melbourne) Catherine Robson, Affinity Private (Melbourne) Christine Hornery, Financial Management Solutions (Central NSW Coast) Christine Swanson, Prominent Financial Planner (Adelaide) Deborah Kent, […]

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