All Articles tagged with 'David Sharpe'

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Michelle Veitch CFP® named as FAAA’s incoming chair

From FAAA - Financial Advice Association Australia

Michelle Veitch CFP® has been appointed as chair-elect at the Financial Advice Association Australia (FAAA) and will become chair of the FAAA Board following the 2026 Annual General Meeting in

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16 Jul 2026

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

FAAA roadshow heads to six Australian cities in 2026

From FAAA - Financial Advice Association Australia

Early bird tickets to the Financial Advice Association Australia’s (FAAA) 2026 roadshow are now available. The roadshows will take place across Australia, visiting six cities during April and May. FAAA CEO Sarah Abood, general manager of

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05 Mar 2026

Winners of the 2025 FAAA Awards announced

From FAAA - Financial Advice Association Australia

The winners of the 2025 FAAA Awards have been announced at this year’s FAAA Congress Gala Dinner in Perth (Wednesday 19 November 2025). The awards acknowledge the work of outstanding

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21 Nov 2025

FAAA board election nominations open 2 September 2025

From FAAA - Financial Advice Association Australia

Nominations for the Financial Advice Association Australia’s (FAAA) Member Elected Directors will open on 2 September 2025, with members able to nominate for three positions on the FAAA board, each

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02 Sep 2025

FAAA announces winner of Gwen Fletcher Memorial Award for semester one 2025

From FAAA - Financial Advice Association Australia

David Ormsby of O’Sullivan Financial has been awarded the Gwen Fletcher  Memorial Award for semester one of 2025 by the FAAA. Mr Ormsby is a financial adviser at O’Sullivan Financial

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19 Jun 2025

FAAA launches strategic plan for 2030

From FAAA - Financial Advice Association Australia

Speaking on the opening day of the 2024 FAAA Congress in Brisbane yesterday (Wednesday 27 November), chair David Sharpe outlined the strategic vision and priorities that will take the FAAA

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28 Nov 2024

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

Value of Advice Index shows improvement for advised Australians

From FAAA - Financial Advice Association Australia

Recognition of the value of professional financial advice has increased over the past 12 months, according to the FAAA’s Value of Advice Index[1], with significant improvements in the wellbeing of

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03 Oct 2024

New session announced for FAAA Congress 2024, early bird closing soon

From FAAA - Financial Advice Association Australia

Early Bird pricing for the second annual Financial Advice Association Australia (FAAA) Congress will finish on 30 September. The Congress, to be held in Brisbane from 27 to 29 November,

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24 Sep 2024

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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 [...]