FPA 2007 National Conference receives huge response from financial planning practitioners (16-Oct-2007)
... of planners under the age of 30 was 12% compared to 1% in 2006; and 56% of the total practitioners were Certified
Financial Planners professionals up from 9% in 2006.Speakers at the conference include: Rod Scurrah, CFP David Haintz, CFP ...
Quadrant supports FPA campaign that promote discussion about financial issues (30-Aug-2007)
... of the complicated nature of the financial industry. Such little knowledge also makes the prospect of visiting a
financial planner a daunting experience.The more Quadrant encourages people to think about their financial future and provide ...
AMPs easywrite office makes insurance process fast (24-Aug-2007)
... tele, the new online planner version, easywrite office, allows customers to complete a personal statement in their
financial planner’s office.According to AMP, both clients and planners are benefiting from considerable time savings using ...
Perennial Investment Partners initiates Zero fee offer (27-Jul-2007)
... Clients may also benefit by investing through a master trust or other platform such as Fusion Funds (contact your
financial planner or your product provider to assess how the offer may impact a master trust or other platform).Investors must ...
Lachlan Wealth Management firm acquires Melbourne based accountancy business (25-Jul-2007)
... with the business, which will continue to run out of its East-Melbourne practice. A Lachlan Wealth Management
financial planner is currently based at the firm, to ensure a cohesive approach to client service.The Lachlan Wealth Management ...
FPA releases program for 2007 National Conference (24-Jul-2007)
... build a program pitched at financial planning practitioners, with a range of topics for the experienced CERTIFIED
FINANCIAL PLANNER professionals through to those who have more recently become
financial planners.FPA members are operating in a ...
High interest rate debentures and unsecured notes posses high unworthy risk (12-Jul-2007)
... of that company being unable to repay its debts and therefore the low the chance of loss of capital.A good
financial planner can guide investors in their choice of income producing investments that best suits their appetite for risk and ...
FPA appoints industry professional Margaret Klova to strengthen CFP education (10-Jul-2007)
... peak body for
financial planners, the Financial Planning Association, has moved to further bolster its CERTIFIED
FINANCIAL PLANNER certification with the appointment of an industry professional to oversee learning content of the CFP certification ...
Australian Tax Office campaign against dodgy schemes receives support of FPA (28-Jun-2007)
... peak body for
financial planners in Australia, the Financial Planning Association, has offered its support to a new Australian Tax Office campaign, designed to help consumers avoid dodgy investment schemes.Do not Take the Bait is an ATO ...
Nicole Mileto bags Vanguards Financial Planning Award (26-Jun-2007)
... of Business in Financial Planning course at RMIT because it is tailored to assisting students become qualified
financial planners. His career goal is to excel within the industry and deliver clients superior service.Nicole likes to thank ...