All Articles tagged with 'Anne Palmer'

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FAAA announces winner of Gwen Fletcher Memorial Award for semester 1

From FAAA - Financial Advice Association Australia

Ne (Stacy) Guo of Morrows Private Wealth in Melbourne is the winner of the Gwen Fletcher Memorial Award for Semester 1 2026. Guo is an associate adviser at Morrows Private

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02 Jul 2026

FAAA announces winner of Gwen Fletcher Memorial Award for summer semester

From FAAA - Financial Advice Association Australia

Roland Xu of Shore Financial Planning in Sydney is the winner of the Gwen Fletcher Memorial Award for Semester 2 2025. Named after the late ‘First Lady of Financial Planning’,

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04 Mar 2026

FAAA expands approved specialisations program to embrace broader advice expertise

From FAAA - Financial Advice Association Australia

The Financial Advice Association Australia (FAAA) is expanding its Approved Specialisations Program, with applications now open to education and designation providers offering qualifications in a broader range of financial advice

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08 Aug 2025

FAAA launches guide to help young Australians starting their first job

From FAAA - Financial Advice Association Australia

In conjunction with Global Money Week 2025, the Financial Advice Association Australia (FAAA) has launched a guide for young people entering the workforce, under its Money & Life brand designed.

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18 Mar 2025

FAAA announces winner of Gwen Fletcher Memorial Award for summer semester

From FAAA - Financial Advice Association Australia

Marc Whitworth of Macquarie Bank has been awarded the Gwen Fletcher Memorial Award for the summer semester by the FAAA. Mr Whitworth is a private banker at Macquarie Bank based in

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25 Feb 2025

FAAA names winner of Gwen Fletcher Memorial Award for semester two 2024

From FAAA - Financial Advice Association Australia

Craig Roberts of Elston Private Wealth in Queensland has been awarded the Gwen Fletcher Memorial Award for the second semester of 2024 by the FAAA. Mr Roberts is a private wealth

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04 Oct 2024

FAAA to continue successful female mentoring program in 2024

From FAAA - Financial Advice Association Australia

The FAAA is set to continue with its Women in Financial Planning Mentoring Program in 2024, in recognition of the important role such programs play in attracting, and retaining, women

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08 Mar 2024

FAAA launches dedicated Career Centre for financial advice profession

From FAAA - Financial Advice Association Australia

The Financial Advice Association Australia (FAAA) has launched its new Career Centre, a dedicated resource that has been designed to benefit employees, job seekers and career changers in the financial

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16 Nov 2023

FAAA hires head of university and student programs to boost financial planning ranks

From FAAA - Financial Advice Association Australia

The Financial Advice Association Australia (FAAA) has appointed Louise Trevaskis to the newly created role of head of university and student programs as part of its strategy to bring more

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13 Nov 2023

2021 FPA Award winners revealed

From FPA - Financial Planning Association

The Financial Planning Association of Australia (FPA) has announced the winners of the 2021 FPA Awards. Now in its ninth year, the FPA Awards recognises exceptional financial planners, paraplanners, university

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18 Nov 2021

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]