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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FPA welcomes ASIC statement on FASEA Code of Ethics

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The Financial Planning Association of Australia (FPA) welcomes the statement from the Australian Securities and Investments Commission (ASIC) that outlines its approach to advice licensee obligations for the financial adviser code of ethics. Following significant advocacy efforts by the FPA and other professional associations to Government, ASIC and FASEA (Financial Adviser Standards and Ethics Authority), […]

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FASEA CEO to address FPA Congress on Code of Ethics

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The Financial Planning Association of Australia (FPA) has announced Stephen Glenfield, CEO of the Financial Adviser Standards and Ethics Authority (FASEA), will provide an update on the FASEA Code of Ethics at the FPA 2019 Professionals Congress in Melbourne. Mr Glenfield, who spoke at last year’s FPA Congress in Sydney, will join the Tax Practitioners […]

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Countdown to 2019 FPA Professionals Congress in Melbourne

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The Financial Planning Association of Australia (FPA) is gearing up for the year’s largest gathering of financial planning professionals at the 2019 FPA Congress from 27-29 November, taking place at the Melbourne Convention and Exhibition Centre.  Financial planners from across Australia will come together to discuss the important issues facing the fast-evolving profession as it […]

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FPA announces new appointments to Board

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The Financial Planning Association of Australia (FPA) is pleased to announce Alison Henderson CFP® and David Sharpe CFP® have been re-elected to its Board, and welcomes William Johns CFP® as a new Board member. Ms Henderson and Mr Sharpe will commence their second term on the FPA Board, while Mr Johns, a long-standing member of […]

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FASEA Code of Ethics – less than 50 business days to go and still no consultation

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The Financial Adviser Standards and Ethics Authority (FASEA) has yet to consult with industry, and with less than 50 business days remaining until the Code of Ethics is due to commence FASEA has not consulted with one financial planner[1], according to the Financial Planning Association of Australia (FPA). The FPA called on FASEA in February […]

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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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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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