All Articles tagged with 'Dante De Gori'

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FAAA marks three years since merger

From FAAA - Financial Advice Association Australia

In the three years since the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) merged to become the Financial Advice Association Australia (FAAA), the FAAA

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07 Apr 2026

FPSB India and FAAA boost cross-border opportunities for CERTIFIED FINANCIAL PLANNERS®

From FAAA - Financial Advice Association Australia

FPSB India, a subsidiary of the Financial Planning Standards Board (FPSB), and the Financial Advice Association Australia (FAAA), have signed a memorandum of understanding (MoU) to promote cross-border mobility and

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06 Nov 2024

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

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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 [...]