2019 FPA Award nominations are open to acknowledge excellence

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The Financial Planning Association of Australia (FPA) is calling for nominations to the 2019 FPA Awards, an annual program recognising excellence by FPA members in financial planning and notable contributions to their local communities. The FPA Awards acknowledge achievements of exceptional financial planners, paraplanners, university students and FPA Professional Practices from across Australia. The Awards […]

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ASIC’s tough line on auditors gets tick of approval

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The SMSF Association fully supports the decision by ASIC to disqualify or add conditions to the registration of 17 auditors of self-managed superannuation funds (SMSFs). Association CEO John Maroney says: “The action taken by the regulator to disqualify three SMSF auditors and impose conditions on the registration of another 14 where their work failed to […]

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AFA releases 2019 conference program

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The Association of Financial Advisers (AFA) has released its program of speakers for the 2019 AFA Conference in Adelaide in August. Joining the former foreign minister, the Hon. Julie Bishop and Thai Caves rescuer, Dr Richard Harris, who were announced as keynote speakers last month, are ethics and trust commentator, Clare Payne; financial standards best […]

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FINSIA biannual Gender Divide Survey shows need for change but different views on what this means

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FINSIA, the leading Australasian financial services professional body, has launched its biannual report on The Gender Divide in Financial Services.  The report reveals gender inequality is levelling out with a general recognition of the need for change, but the industry needs to go much further. FINSIA’s benchmark survey – the fifth carried out since 2010 […]

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FPA launches new My CPD learning solution for members

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The Financial Planning Association of Australia (FPA) has launched its new My CPD solution that allows members to plan, access and track their Continuing Professional Development (CPD) on the FPA Learn online education platform. Exclusive and free of charge to FPA members, My CPD is a game changer in the CPD market and includes the […]

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AFA launches Pulse

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The Association of Financial Advisers (AFA) is pleased to announce the launch of Pulse, a new community of practice for paraplanners. AFA CEO Philip Kewin said, “As paraplanners are often at the very heart of an adviser’s business, our vision for Pulse is to empower them to feel more connected to their own community, share […]

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Financial planner outlook positive following tempestuous times

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The future of financial planning is extremely positive – one reason being the ever-growing need for financial advice by Australians.  This was the strong message by Mr Dante De Gori CFP®, CEO of the Financial Planning Association, in a presentation delivered to a Melbourne event hosted by financial services communication specialists Pritchitt Partners. “However, it […]

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New online matching service helps find your perfect money and life CERTIFIED FINANCIAL PLANNER® partner

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The Financial Planning Association of Australia (FPA) has launched a new ‘Match My Planner’ online matching service to help Australians find a CERTIFIED FINANCIAL PLANNER® (or CFP®) professional to meet their personal money and life needs. The service is now available from the FPA’s Money & Life website. The new Match My Planner online service […]

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Netball World Cup superstars headline FPA Women in Wealth 2019

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Netball World Cup superstars headline FPA Women in Wealth 2019 Sydney, 15 July 2019 The Financial Planning Association of Australia (FPA) is delighted to announce its 2019 Women in Wealth event series will be headlined by sporting superstars, 2019 World Cup competitors and GIANTS Netball team mates, Caitlin Bassett and Jo Harten. To attract the […]

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AFA appoints Robert Coulter General Manager, Partnerships

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The Association of Financial Advisers (AFA) is pleased to announce the appointment of Rob Coulter to the position of General Manager, Partnerships. AFA CEO, Philip Kewin said Rob comes to the AFA with extensive experience in financial services where, more recently, he was head of Corporate Development at IPAC Securities and prior to that, Head […]

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