FPA urges Australians to seek advice before withdrawing super

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The Financial Planning Association of Australia (FPA) has urged all Australians to seek financial advice before withdrawing up to $20,000 from their retirement savings following the announcement of an unprecedented move by the Federal Government. On 22 March, Prime Minister Scott Morrison announced that Australians who lose their job or a significant portion of their […]

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FPA committed to supporting the next generation of planners at national event series

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The Financial Planning Association of Australia (FPA) is delighted to be hosting the FPA Careers in Financial Planning Event Series in partnership with the leading education provider Kaplan Professional for the second year later this month. Returning by popular demand, the event will run from 19 March to 7 April 2020 in five cities including Perth, Brisbane, […]

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Treasury urged to be practical on Hayne reforms as financial advice is pushed out of reach

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The Financial Planning Association of Australia (FPA) has warned the federal government that overly complex reforms don’t help consumers and only serve to make financial advice more expensive and difficult to access. Financial advice is already unaffordable for many Australians and the Hayne reforms could make this worse if they are applied without common sense. […]

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FPA welcomes Labor support for FASEA extension

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The Financial Planning Association of Australia (FPA) welcomes the Labor’s support for the Treasury Laws Amendment (2019 Measures No.3) Bill 2019, which will grant financial planners an extension to complete new education requirements. The FPA has strongly advocated for bipartisan support of this extension on behalf of all financial planners across Australia. The Bill amends the Corporations Act to defer […]

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FPA partners with Deakin University

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The Financial Planning Association of Australia (FPA) has announced a ground-breaking partnership with Deakin Business School, which will allow financial planners to combine a Master of Financial Planning degree with the CFP® Certification Program. FPA Chief Executive Officer Dante De Gori said the move would allow financial planners to combine their study requirements into one single […]

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FPA responds to draft legislation addressing Royal Commission recommendations

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The Financial Planning Association of Australia (FPA) has responded to the Federal Government’s draft legislation released today, which addresses 22 of the recommendations put forward last year by the Financial Services Royal Commission. It has however cautioned that the draft legislation will have significant and real impact for financial planners. The FPA has been in […]

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FPA comments on stamping fee exemption for LICs and LITs

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The Financial Planning Association (FPA) welcomes the opportunity to consult with Treasury on the merits of the current stamping fee exemption in relation to listed investment entities and continues to support the removal of non-client directed fees in all financial advice services. In 2009, the FPA launched the FPA Code of Professional Practice and the […]

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FPA releases Evolution of Advice discussion paper

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The Financial Planning Association of Australia (FPA) has released a new discussion paper titled Evolution of Advice: The Financial Planning Profession from 2020 to 2025, and opened consultation on its proposed new policy platform. The paper considers the major issues that will affect the profession over the next five years, including the affordability of advice, […]

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FPA launches FPA Community peer-to-peer online forum

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From the opening keynote session of the Financial Planning Association of Australia’s (FPA) Professionals Congress, the organisation has launched a new online secure community platform that will enable its members to form deeper connections with one another and share views with their professional peers. At this time of great change in the financial planning profession, […]

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‘Breaking paper’ key to improved advice experience, says FPA

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The Financial Planning Association of Australia (FPA) yesterday presented the findings of research conducted by its Future of the Statement of Advice (SOA) Working Group at the 2019 FPA Professionals Congress in Melbourne. The findings showed examples of technology and services available that can help financial planners develop more meaningful client experiences during the advice process. […]

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