Financial Planning profession
Latest news:
ASIC Cost Recovery Levy
Financial planners pay costs of investigating fraudsters and unlicensed operators.
QAR financial advice gap
Addressing the financial advice gap, particularly for retirement planning in Australia, could involve leveraging the expertise of accountants and mentorship from retired financial planners.
ASIC Cost Recovery Levy
Imagine paying more than double for a service you don’t even receive! That’s the proposal for the ASIC Levy to recover supervisory costs from financial planners.
Thanks Paul, yes the merger between FPA and AFA was approved on 28 February this year and finalised on 1…
Hi Julie, I hope you are well. I had not even heard that FPA and IFA merged to become FAAA.…
[…] In the 1990s, the FPA required all members to provide advice in a “Financial Plan”. There were no laws…
It was a pleasure to work alongside you, I wish you every success with changing the direction of the FPA…
[…] make advice accessible to all Australians the associations representing advisers must have one message to Canberra to address laws…
I served on the FPA Board along side Julie many years ago. She is a strong advocate for financial planners…
This is a brilliant idea, it would at least recognise those AFP’s who have completed an approved degree and put…
Thank you Jeffrey for your kind words and support.
Thank you Tim for your kind words and support.
Julie Matheson CFP® | FinWise Leadership 
Did this yesterday ð Wayne Leggett CFP JP Director, Paramount Financial Solutions http://www.paramount.net.auhttp://www.paramount.net.au/ p: (08) 94743522 m: 0418942568 e: wayne@paramount.net.auwayne@paramount.net.au…