ACSA calls for nominees for 2011 custody award

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The Australian Custodial Services Association (ACSA) is calling for nominations for its annual awards which recognise outstanding contributors to the Australian custody and investment administration industry. Mr Paul Cutts, the newly elected Chair of ACSA, said the awards pay tribute to key individuals who have been instrumental in driving industry reform and efficiency “The custody […]

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AFA: An advocate for consumers

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The new look Board of the Association of Financial Advisers (AFA), today confirmed the association remains fully focused on helping its members to address the very serious problems currently facing their clients including inadequate levels of retirement savings and chronic levels of underinsurance. Incoming AFA National President and former AFA GenXt leader, Brad Fox, said […]

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SPAA urges caution on new borrowing rules

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The Self Managed Super Funds Professionals’ Association of Australia (SPAA) has today reminded SMSF advisers and trustees about the tough new measures which apply to limited recourse borrowing arrangements put in place on or after 7 July 2010. Peter Burgess, SPAA National Technical Director, said the most significant and controversial changes to the rules include […]

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FPA announces winners of the Value of Advice Awards

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The Financial Planning Association (FPA) today recognised and awarded three of its members for their outstanding commitment to their clients and for delivering valuable financial advice. The FPA announced the winners of the 2010 Value of Advice (VOA) Awards at the FPA 2010 National Conference on the Gold Coast. Dennis Jones CFP®, Charles Badenach CFP® […]

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FPA welcomes new Board Chair

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Chair-Elect of the Financial Planning Association (FPA) and Certified Financial Planner® (CFP®) professional, Matthew Rowe will take over as the FPA Board Chair at the Association’s Annual General Meeting today. Matthew Rowe said he was delighted to accept the position and recognised the need for the FPA to continue to provide the vision, leadership and […]

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FPA Strategy – New brand

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As part of an exciting new strategic direction, the Financial Planning Association (FPA) today previewed a new brand identity and logo as a component of its move to position FPA members as trusted professionals. The new logo will be supported by a new advertising campaign that will promote the higher standards of FPA professional members […]

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FPA embarks on journey to inspire community trust and confidence

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The most significant strategic shift in the 18-year life of the Financial Planning Association has been adopted by the FPA Board and, pending the approval of constitutional changes by the membership, is set to transform the association and position FPA members as trusted professionals. FPA Chair Julie Berry and CEO Mark Rantall unveiled the strategic […]

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Minister Shorten comments on FPA professionalism initiatives

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Assistant Treasurer and Financial Services Minister Bill Shorten has acknowledged the new strategy outlined today by the Financial Planning Association (FPA) to transform the association and position its members as trusted professionals. Minister Shorten commented on the announcement: “I wish the FPA all the best with their conference and welcome the launch of your new […]

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Actuaries call for risk management professionals on company boards

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The Institute of Actuaries of Australia has today called for cross disciplinary risk management teams in financial services companies, and emphasised the importance of risk management professionals on boards. Melinda Howes, CEO of The Institute, speaking at the Risk Management Institution of Australasia conference in Sydney this week, said that risk management teams can be […]

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CFP professionals recognised for valuable advice

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Certified Financial Planner® (CFP®) professionals continue to be recognised as the preferred source of financial advice. According to research commissioned by the Financial Planning Standards Council (FPSC) in Canada, consumers who have engaged in comprehensive, integrated financial planning from Certified Financial Planner® professionals were significantly more optimistic about their personal wellbeing compared with those who […]

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