Professional associations deserve green light on CPD

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Continuing professional development (CPD) that is accredited or delivered by a professional association should automatically be approved by licensees under the new Financial Adviser Standards and Ethics Authority (FASEA) CPD rules, says SMSF Association CEO John Maroney. The Association, in a submission to the FASEA, says the Authority should adopt this position on CPD to […]

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FASEA confirms accreditation process for professional designations

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Following the release of its revised Education Pathways and Program and Provider Accreditation policies for consultation, the Standards Authority has invited industry associations to apply for accreditation for their respective professional designation programs. Notices have been sent to a number of industry associations informing them of the process to have the course content of their […]

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FPEC announces winners of the 2018 Financial Planning Academic Research Grants

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The Financial Planning Education Council (FPEC) has announced Western Sydney University (WSU) and Griffith University as the two winners of the 2018 FPEC Academic Research Grants. The FPEC Academic Research Grants are sponsored by the Financial Planning Association of Australia (FPA) and NAB, and recognise those that have demonstrated a commitment to encouraging the development […]

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SMSF Association clocks up policy wins in 2018

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The SMSF Association has enjoyed a successful year with its advocacy work, benefiting both its members and the broader self-managed super fund community, says Association CEO John Maroney. “There’s no better example of what the Association has achieved this year than the simplified work test exemption regulations that were introduced by the Government on 7 […]

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National Conference to throw spotlight on Royal Commission

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The findings and recommendations of the Financial Services Royal Commission will go under the microscope at the SMSF Association 2019 National Conference being held at the Melbourne Convention and Exhibition Centre from 20-22 February. SMSF Association CEO John Maroney says with the Royal Commission handing down its final report on 1 February, the timing is ideal […]

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Peter Corrigan Scholarship for Innovation and Leadership open for submissions

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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) and Finity Consulting are pleased to announce submissions are open for the 2019 Peter Corrigan Scholarship for Innovation and Leadership. The winner of the scholarship will be awarded up to $10,000 to attend an international conference or seminar that provides an industry or leadership-based […]

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ASIC puts spotlight on the rapidly growing buy now pay later industry

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ASIC has released its first review of the rapidly growing buy now pay later industry. The review of this diverse and evolving market has found that buy now pay later arrangements are influencing the spending habits of consumers, especially younger consumers. A buy now pay later arrangement allows consumers to purchase and obtain goods and […]

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Australia’s top performing financial planners honoured at FPA Congress 2018

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The Financial Planning Association of Australia (FPA) announced the winners of the 2018 FPA Awards and Gwen Fletcher Memorial Award at the FPA Professionals Congress event in Sydney. Taking out the coveted FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year Award is Michael Carmody CFP® of Viva Wealth in Perth, WA. The award acknowledges Michael’s […]

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New online matching service pairs people with planners

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A new ‘Find a Planner’ online matching service planned for release in early 2019 was announced by the Financial Planning Association of Australia (FPA) at its annual FPA Professionals Congress at the ICC in Sydney, attended by over 1,300 delegates. The proposed new Find a Planner online service uses a UX-based research approach to match […]

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Fintech Buyers Guide helps financial planners decide what and if technology will help them

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The Financial Planning Association of Australia (FPA) has released its FPA Fintech Buyers Guide and Checklist at the 2018 FPA Professionals Congress. The package includes a Technology Assessment Checklist and a guide for assessing the fintech needs of a financial planning practice and tips for selecting the right technology partner to help improve financial advice […]

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