Super changes: What you need to know

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Changes to insurance in super accounts come into force on 1 July. How does this affect you? Get ready, there are changes coming to superannuation on 1 July that’s likely to affect three million Aussies – are you one of them? The chances are you will be, if either your employer or you haven’t contributed […]

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FPA Wellbeing program launched to support mental health as members transition to new professional standards

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The Financial Planning Association of Australia (FPA) has announced the launch of FPA Wellbeing, a free comprehensive health and wellbeing program providing confidential support by qualified counsellors and psychologists for FPA members, amid unprecedented change in the emerging financial planning profession. According to the National Mental Health Commission, the cost of mental ill-health in Australia […]

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FPA welcomes financial services focus in new Morrison Government

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The Financial Planning Association of Australia (FPA) welcomes the appointment of Senator Jane Hume as Assistant Minister for Superannuation, Financial Services and Financial Technology as a clear indication of a strategic focus on financial services in the re-elected Coalition Government. The FPA looks forward to engaging with the Assistant Minister on priority issues impacting the […]

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FPA launches Pronup campaign for CFPs to help more Aussie couples stay together

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With money the number one cause of divorce in Australia , the Financial Planning Association [1] (FPA) of Australia has conceived a new way for CERTIFIED FINANCIAL PLANNER ® professionals to help beat the disheartening statistic and inspire more Australians to seek their services by introducing the concept of a Pronuptial Agreement (or “Pronup” for […]

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FPA raises concerns about impact of AFCA legacy complaints rule changes on professional indemnity market

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The Financial Planning Association of Australia (FPA) has raised concerns about the Australian Financial Complaints Authority’s (AFCA) proposed legacy complaints rule changes and the potential impact they will have on the professional indemnity (PI) costs for financial planners. In its submission to AFCA’s consultation on the proposed changes to its rules, the FPA supported the intent of […]

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FPA appoints Dale Boucher as new Chair of Conduct Review Commission

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The Financial Planning Association of Australia (FPA) has announced the appointment of Dale Boucher as Chair of its Conduct Review Commission (CRC), with outgoing Chair Graham McDonald remaining a CRC member in the role of Deputy Chair. The CRC is an independently chaired tribunal that hears and determines disciplinary complaints, holding FPA members accountable to […]

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General advice should not be labelled advice at all, says FPA

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Following the recent research from ASIC that found many consumers are confusing ‘general’ and ‘personal’ advice, the Financial Planning Association of Australia (FPA) is once again calling for the separation of financial advice from financial product marketing and product information. Released on 28 March, ASIC’s Financial advice: Mind the gap report found that only 53 […]

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FPA CFP Certification Program first professional designation program accredited by FASEA

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The CERTIFIED FINANCIAL PLANNER® or CFP® Certification Program is now the first professional designation education program in Australia that qualifies for recognition of prior learning (RPL) by the Financial Adviser Standards and Ethics Authority (FASEA). The Financial Planning Association of Australia (FPA) welcomes the announcement by FASEA yesterday that officially acknowledges the value of the FPA CFP® Certification […]

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FPA rolls out online diagnostic tool designed to help identify fintech solutions

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The Financial Planning Association of Australia (FPA) is delighted to announce the launch of a new online diagnostic tool designed to help identify fintech solutions that can improve the profitability and efficiency of financial planning practices. The new tool, developed with leading advice technology provider YTML, quantifies the actual costs involved in providing advice, determines […]

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FPA visits 33 locations to help rally and support financial planners facing change together

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Thousands of financial planners from 33 locations across the country are expected to come together during the 2019 Financial Planning Association of Australia (FPA) National Roadshow to tackle the implications of changing education, ethics, and professional standards to their daily practice. The 2019 FPA National Roadshow, supported by Challenger, is designed to build a sense […]

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