FPA names first 2021 winner of Gwen Fletcher Memorial Award

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The Financial Planning Association of Australia (FPA) has named Melbourne-based financial planner Renato Manias as the first 2021 winner of the Gwen Fletcher Memorial Award. Named after the late ‘First lady of Financial Planning’, the award recognises the highest performing student in the CFP® Certification Unit (CFP C) for each semester, with demonstrable dedication to providing

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FPA calls for review of unsustainable ASIC levy as the regulator seeks guidance on affordable advice

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The Financial Planning Association of Australia (FPA) has made six recommendations in its Budget Submission 2021-22 aimed at addressing the rapidly increasing cost of practicing as a financial planner. FPA CEO Dante De Gori CFP®  said making financial advice more affordable for all Australians starts with making financial planning more affordable to practise. “This has been

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FPA CEO Dante De Gori CFP® on the FPA’s submission to ASIC for CP333 Implementing the Royal Commission recommendations: Reference checking and information sharing

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The Financial Planning Association (FPA) supports the intent of the proposed ASIC regulatory guidance outlined in CP333, but the FPA wants to see measures extended beyond people employed or authorised to provide personal advice by AFSLs to those who provide general advice, those with the responsibility or ability to influence the advice process and management

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FPA welcomes announced changes on FASEA

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The Financial Planning Association of Australia (FPA) welcomes the Morrison Government’s announcement that the Financial Adviser Standards and Ethics Authority (FASEA) will be wound down and its role to be divided between Treasury and ASIC’s Financial Services and Credit Panel (FSCP) to become a single disciplinary body for the profession. FPA CEO Dante De Gori

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Statement from FPA CEO Dante De Gori CFP®

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The Financial Planning Association welcomes the second Bill implementing recommendation from the Hayne Royal Commission, a critical component of restoring trust and confidence in Australia’s financial system. The Financial Sector Reform (Hayne Royal Commission Response No. 2) Bill 2020 deals with annual renewals and payments (recommendation 2.1), disclosure of lack of independence (recommendation 2.2) and restrictions

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Financial Planning Education Council announces the winners of the 2020 Financial Planning Academic Research Grants

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The Financial Planning Education Council (FPEC) has announced Queensland University of Technology (QUT) and University of South Australia (UniSA) as the two winners of the 2020 FPEC Academic Research Grants. Established by the Financial Planning Association of Australia (FPA) in 2011, FPEC is an independent body chartered with raising the standard of financial planning education and promoting

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FPA makes additional appointment to its Board  

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The Financial Planning Association of Australia (FPA) has announced the appointment of Diana D’Ambra to the Board as an additional director, and Chair of the Board Audit and Risk Committee, as announced at the FPA AGM last week. This appointment follows the stepping down of additional director Paul Ruiz after serving nearly two years on the

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Statement in response to the Independent Review of the Tax Practitioner Board (TPB)

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The FPA welcomes the release of the independent review of the Tax Practitioners Board, particularly recommendation 7.1, which recognises the need to simplify the regulatory framework for tax (financial) advisers. The Review recommends, in alignment with implementing Recommendation 2.10 of the Final Report of the Financial Services Royal Commission, a new model be developed for

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2020 FPA Award winners revealed

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The Financial Planning Association of Australia (FPA) has announced the winners of the 2020 FPA Awards. Now in its eighth year, the FPA Awards recognises exceptional financial planners, paraplanners, university students and FPA Professional Practices from across Australia. The awards also celebrate the individuals and businesses who go above and beyond to deliver outstanding results

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FPA responds to the Government’s release of the Retirement Income Review

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The FPA welcomes the Government’s release of the Retirement Income Review, which recognises the importance of financial advice to Australians planning for their retirement. The Review found that while Australia’s retirement income system is strong, it remains overly complex and requires greater balance between its three pillars of the age pension, superannuation and voluntary savings, including

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