All Articles tagged with 'Dante De Gori'

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FAAA Congress agenda fostering collaboration and growth as a profession

From FAAA - Financial Advice Association Australia

The inaugural Financial Advice Association Australia (FAAA) Congress will give financial advisers the opportunity to gain valuable insights into the many changes currently taking place in the financial planning profession.

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28 Sep 2023

FPA appoints new CEO

From FPA - Financial Planning Association

The Financial Planning Association of Australia (FPA) has appointed Sarah Abood as its new chief executive officer. Ms Abood will start the role in mid-January 2022. The appointment follows the

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10 Dec 2021

FPA names second 2021 winner of Gwen Fletcher Memorial Award

From FPA - Financial Planning Association

The Financial Planning Association of Australia (FPA) has named Sydney-based financial planner Susan Buda of Brady & Associates Financial Advisers, as the second 2021 winner of the Gwen Fletcher Memorial Award. Named after

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10 Nov 2021

FPA launches Women in Financial Planning Mentoring Program

From FPA - Financial Planning Association

The Financial Planning Association of Australia (FPA) has launched its FPA Women in Financial Planning (FP) Mentoring Program. The inaugural program aims to support women in financial planning to further

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04 Nov 2021

FPA response to the passing of Better Advice Bill

From FPA - Financial Planning Association

The FPA welcomed the passing of the Better Advice Bill in the Senate last week and looks forward to the stability that will follow. After 8 years of constant regulatory

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25 Oct 2021

Twenty finalists revealed in the 2021 FPA Awards

From FPA - Financial Planning Association

The Financial Planning Association of Australia (FPA) has revealed the shortlist for the six categories of the 2021 FPA Awards. Now in its ninth year, the FPA Awards recognises exceptional financial planners, paraplanners, university students and FPA

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14 Oct 2021

Saving money trumps taking a holiday: COVID gives Australians a financial health check

From FPA - Financial Planning Association

Australians are making some healthy financial choices as they endure a challenging second year of the COVID pandemic, with more Australians prioritising hitting a savings goal over taking a holiday

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05 Oct 2021

F3 and FPA shift the dial on gender diversity through Scholarship program

From Camilla Love F3 – Future Females in Finance

F3 – Future Females in Finance and the Financial Planning Association of Australia have partnered to offer 20 university students practical work experience to boost the skills and employability of

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24 Sep 2021

FPA welcomes the Government’s decision to review the ASIC industry funding model

From FPA - Financial Planning Association

The Financial Planning Association of Australia (FPA) welcomes the announcement from the Morrison Government on its decision to implement a temporary reduction in cost recovery levies for the next two

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31 Aug 2021

FPA appoints Marc Olynyk as new Chair of the Financial Planning Education Council

From FPA - Financial Planning Association

The Financial Planning Association of Australia (FPA) is pleased to announce Marc Olynyk as Chair of the Financial Planning Education Council (FPEC). Mr Olynyk, a senior lecturer in Financial Planning

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24 Aug 2021

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CPD: Deceased estates and tax
Everyone knows the famous Benjamin Franklin quote about death and taxes, but not everyone is aware that tax obligations continue after death. This article, proudly sponsored by Allianz Retire+, examines [...]
CPD: The growing trend of private companies
Listed equities are the cornerstone of most diversified investment portfolios. Whether held directly, via an exchange traded fund or an unlisted managed investment, even those investors with a lower tolerance [...]
CPD: Client first – ethics and best interests
When providing financial advice, acting in a client’s best interests isn’t just a regulatory requirement, it is the cornerstone of a trusting and successful advisory relationship. This article, proudly sponsored [...]
CPD: ASIC’s enforcement priorities – practical adviser implications
ASIC is fundamentally a consumer protection agency. The various functions it performs, including market oversight, surveillance, enforcement and education, ultimately all roll up to one core purpose – ensuring good [...]
CPD: A spotlight on fixed income investments
Although we pronounced that ‘bonds are back’ six months ago the journey for fixed income in 2024 has not been a linear one. Sticky inflation and varied labour force numbers [...]