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The Financial Planning Association of Australia (FPA) is "Australia’s leading professional association for financial planners." [ 1 ] The association has around 11,000 members and affiliates, with nearly 5,000 CERTIFIED FINANCIAL PLANNER® (CFP) professionals. [ 2 ]
Financial advisers need to pass a series of exams and receive a Diploma in Financial Planning (or, prior to the Retail Distribution Review, a Financial Planning Certificate) and also authorised by the Financial Conduct Authority, a UK government qango that must be satisfied that the adviser is a “fit and proper person” before they may ...
The Australian Banking Association (ABA), formerly the Australian Bankers' Association, is the trade association for the Australian banking industry. The ABA was founded in 1985 [1] and is based in Sydney, New South Wales. The ABA represents twenty-two banks [2] and associate members. It provides analysis, advice, and advocacy for the banking ...
AFAANZ's financial report published December 31, 2019 provides an overview of the association's financial information. The total comprehensive income for the year ended 2019 was $24,894. [ 7 ] Gross revenue came to $880,788, 81.72% of which was acquired from the sale of goods and services, 1.36% from income investments, and 16.92% from other ...
AMP Limited (formerly Australian Mutual Provident Society) is an Australian financial services company that operates in Australia and New Zealand. It offers superannuation and investment products, financial advice and banking services through AMP Banking , including home loans and savings accounts .
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The Financial Services Institute of Australasia (FINSIA) is a professional institute for practitioners in the financial industry in Australia and New Zealand. [1] FINSIA was formed in 2005 by the merger of the Australasian Institute of Banking and Finance (AIBF), founded 1886 and the Securities Institute of Australia (SIA), founded 1966.
An independent financial advisers (IFA) is a professional who offers independent advice on financial matters to their clients and recommends suitable financial products from the whole of the market. The term was developed to reflect a United Kingdom (UK) regulatory position and has a specific UK meaning, although it has been adopted in other ...