Future2 commits over $1.5M in grants since inception

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Future2, the foundation of the Financial Planning Association of Australia (FPA), has announced the awarding of $148,600 in new grants to 15 not-for-profit organisations in 2021. Future2 has now committed over $1.5M in grants since its inception in 2007. FPA members endorse every dollar awarded by the Future2 Foundation to the Future2 Make the Difference! grants program. Future2

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2021 FPA Award winners revealed  

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The Financial Planning Association of Australia (FPA) has announced the winners of the 2021 FPA Awards. Now in its ninth 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 names second 2021 winner of Gwen Fletcher Memorial Award 

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The Financial Planning Association of Australia (FPA) has named Sydney-based financial planner Susan Buda of Brady & Associates Financial Advisers, as the second 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 launches Women in Financial Planning Mentoring Program 

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The Financial Planning Association of Australia (FPA) has launched its FPA Women in Financial Planning (FP) Mentoring Program. The inaugural program aims to support women in financial planning to further their careers by matching eligible females in the financial planning profession seeking guidance and support, with more experienced FPA members. “The FPA is thrilled to

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FPA response to the passing of Better Advice Bill

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The FPA welcomed the passing of the Better Advice Bill in the Senate last week and looks forward to the stability that will follow. After 8 years of constant regulatory change, financial planners now have the opportunity to focus on their clients and on the challenge of providing financial advice to more Australians without the

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Response statement to the FSC’s White Paper

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The FPA broadly welcomes the release of the FSC’s white paper and its goal to reduce the cost of providing financial advice, allowing financial planners to spend more time with new and existing clients. This white paper closely aligns with the FPA’s five-year policy-platform roadmap – Affordable advice, sustainable profession. Introduced in June 2020, our policy

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Twenty finalists revealed in the 2021 FPA Awards 

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The Financial Planning Association of Australia (FPA) has revealed the shortlist for the six categories of the 2021 FPA Awards. Now in its ninth 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 for clients. FPA

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Saving money trumps taking a holiday: COVID gives Australians a financial health check  

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Australians are making some healthy financial choices as they endure a challenging second year of the COVID pandemic, with more Australians prioritising hitting a savings goal over taking a holiday in the next 12 months as the country prepares to emerge from months of lockdown. The surprising result highlights a silver lining from the global

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Winners of AFA Great Advice Awards announced

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The Association of Financial Advisers (AFA) has announced the winners of the AFA Great Advice Awards, supported by Sunsuper. Speaking at the AFA’s recent EVOLVE Conference, AFA National President, Michael Nowak said that due to COVID-19 restrictions and being unable to host a face-to-face conference, the AFA’s traditional adviser awards program was postponed, however the

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FPA statement in response to Treasury’s announcement of further updates to DDO

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The FPA welcomes the Treasury’s announcement of further updates to the DDO regime by removing the requirement for financial planners to report nil complaints or nil information to product manufacturers. Given this would have been the vast majority of reporting required by financial planners in relation to target market determinations (TMD), this administrative relief by

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