FPA launches online training courses in Anti-Money Laundering and Counter Terrorism Financing (16-Oct-2007)
... The courses were developed by Deloitte, which provides AML/CTF consultancy services.The courses will help
financial planners to identify, report, and prevent potential money laundering and funding of terrorism activity. The course also ...
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 ...
Focus on the short term can be dangerous for long term wealth (30-Aug-2007)
... press, many investors may be tempted to look at the stock market on a daily basis. Overall, feedback from
financial planners is that their clients have not panicked over recent events.Perennial are concerned however that many investors may ...
FPA changed for better, member survey shows (30-Aug-2007)
... Principal members.Relentless lobbying on Statements of Advice and the need to reduce the compliance burden on
financial planners.A new FICS Liaison Committee was established to undertake a review of its communications with FICS to improve ...
Oasis Asset Management reaffirms partnership with Matrix Planning Solutions (24-Aug-2007)
... to working closely with Matrix over the next five years to continue to develop and deliver quality solutions to
financial planners and their clients. It is a true partnership.According to Matrix Planning Solutions, the decision to renew the ...
AMPs easywrite office makes insurance process fast (24-Aug-2007)
... from considerable time savings using easywrite tele. The telephone underwriting service, launched to all AMP
financial planners at the end of last year, allows customers to complete a personal statement entirely over the phone.Planners using ...
Perennial release paper on global financial markets (23-Aug-2007)
... titled - Riding the 2007 Investment Rollercoaster – An Investor Update. The paper was aimed to help the clients of
Financial Planners understand what is happening in global financial markets.According to Perennial, despite the huge jump in ...
FPA Roadshow to address membership review (23-Aug-2007)
... is made.PI insurance: ASIC’s proposal to mandate PI insurance and the minimum terms and conditions required of
financial planners.The roadshow was designed to gain feedback from members to ensure their views are represented in FPA policy, ...
Halliday Financial Management joins Centric Wealth (22-Aug-2007)
... office. The merger increases Centric’s assets under advice by approximately $500m to $4.5bn, and the number of
financial planners in the firm to ...
FPA welcomes parliamentary committee’s Superannuation recommendations (21-Aug-2007)
... to help clients in relation to super. FPA looks forward to discuss the issue with the key stakeholders further.
Financial planners had played a key role in this inquiry which has been useful. Many key issues were canvassed in detail with a lot ...