Australia’s financial system can be the envy of the world, if we all lean in to promote fairness

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“One of the great shames was that collectively, the Australian financial system didn’t look very hard at the lessons to be learned from the Global Financial Crisis and focus on preventing some of the negative impacts here – there was a lack of proactive leadership, and we must address these now.” These are the words […]

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Awards finalists announced ahead of FPA Professionals Congress

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The Financial Planning Association of Australia (FPA) has revealed the shortlist for all six categories of the 2019 FPA Awards ahead of the presentation at the FPA Professionals Congress in Melbourne. Now in its seventh year, the FPA Awards recognises the achievements of outstanding members who have delivered the highest professional and ethical standards outlined […]

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Associations respond to Government’s decision on code monitoring

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The heads of Australia’s six leading professional associations for financial advisers have expressed disappointment in the timing of the Government’s decision today to not proceed with code monitoring, just a month before all financial advisers are due to have registered. The associations have urged the Government to work with them on a new disciplinary system […]

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Update from FASEA on the Financial Adviser Examination

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FASEA continues to work closely with ACER to ensure exam processes are streamlined, accessible and effective and exam sitting opportunities are optimised. FASEA September exam The September exam was held in 15 centres across Australia from the 19 to 23 September 2019.  A total of 1697 advisers sat the exam over 79 sessions. The results […]

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SMSF Association Board appoints Robin Bowerman

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The SMSF Association Board has appointed Robin Bowerman as its new Chair, effective immediately. Bowerman, who is Head of Corporate Affairs at Vanguard Investments, has been Vice Chair for the past three years and a Board member since 2011. He replaces Dr. Deborah Ralston, who resigned as Chair last Friday and has stepped down as […]

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Around the world and how to pay

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Australians love to travel – and we are among the biggest travel spenders in the world. But we’re not financing our travel well and we’re returning home with phones full of pictures and wallets full of debt, according to the Financial Planning Association of Australia (FPA). The most recent data available from Commonwealth Bank found […]

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Specialist session to be major attraction at 2020 National Conference

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The Specialist-only session will be a major highlight at the SMSF Association National Conference being held at the Gold Coast Convention and Exhibition Centre from 19-21 February 2020. SMSF Association CEO John Maroney says these sessions proved “hugely popular” at the 2018 and 2019 conferences, so the organising committee is continuing the practice with DBA Lawyers’ Special […]

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Australians’ access to quality financial advice under threat

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Australians’ access to quality and affordable financial advice is under threat as the accounting profession feels the squeeze from regulatory burden, according to a report from CPA Australia. The pressure on accountants to have multiple licences and fulfil countless hours in education is pushing costs to clients up and driving accountants out of the profession. […]

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Finalists announced for 2019 New Zealand Insurance Industry Awards

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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) are pleased to announce the finalists of the 2019 New Zealand Insurance Industry Awards. Now in its eighth year, the New Zealand Insurance Industry’s ‘night of nights’ recognises and celebrates the accomplishment of individuals and companies spanning across the breadth of New Zealand insurance. […]

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Inquiry into FinTech a boon for Australian consumers

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The Financial Planning Association of Australia (FPA) welcomes the creation of a Senate Select Committee on Financial Technology and Regulatory Technology as recognition of the critical roles Fintech and RegTech play in delivering affordable, high-quality financial advice to Australian consumers. The motion to form the dedicated Senate Committee was proposed by NSW Senator Andrew Bragg […]

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