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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Majority of financial planners believe practices with outdated technology will not survive: report

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The COVID-19 pandemic has increased demand for financial advice, but financial planning professionals are warning that the role of technology could make or break financial planning practices across Australia. CoreData surveyed financial planners about the impact of COVID-19 on their businesses, which was presented at The Financial Planning Association’s (FPA) keynote event held in September.

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FPA launches Aged Care Specialist designation for financial planning professionals

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The Financial Planning Association of Australia (FPA) has announced the launch of the FPA Aged Care Specialist professional designation in collaboration with Aged Care Steps’ Accredited Aged Care Professional™ program. The FPA is committed to providing its members and the wider financial planning profession with the skills and resources to meet the needs of Australians

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FPA names Semester 2, 2020 winner of Gwen Fletcher Memorial Award

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The Financial Planning Association of Australia (FPA) has named Jacob McCudden of Back To Back Financial Planners in Young NSW as the Semester 2, 2020 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

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Future2 Foundation announces new Chair and Deputy Chair

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The Future2 Foundation is pleased to announce the appointment of Ms Julie Berry CFP®GAICD as Chair and of Ms Olivia Maragna CFP® as Deputy Chair to lead the foundation of the Financial Planning Association of Australia (FPA) into the next chapter of its work helping disadvantaged young Australians. Ms Petra Churcher is stepping down as Future2

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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 that Kearsten James CFP®, Julie Matheson CFP® and Julian Place CFP® have been elected to the FPA Board. Ms James and Mr Place will serve on the FPA Board for the first time, while Ms Matheson has been re-elected to the Board after previously serving until

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Imminent Hayne reform has major ramifications for affordability of financial advice and the future of financial planning

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The Financial Planning Association of Australia (FPA) has warned that the establishment of a single disciplinary body must be used to reduce red tape and untangle an unreasonably complex regulatory framework that is stifling the financial planning profession and driving up the cost of advice. The FPA is committed to reducing the cost of advice

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FPA highlights shifts in consumer behaviour and the importance of universal access to financial advice in the “new normal”

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Australians are making long term changes in their spending behaviour to minimise the impact of COVID-19 on their finances, according to CoreData research presented at The Financial Planning Association’s (FPA) keynote event held earlier this month. ‘Uncovering the Value of Financial Planning Advice’ held on 3 September brought together key players in the financial planning profession to discuss

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2020 FPA Award nominations open with new category acknowledging innovation and automation

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The Financial Planning Association of Australia (FPA) is calling for nominations to the 2020 FPA Awards, an annual program recognising excellence by the FPA members in financial planning and notable contributions to their local communities.  The FPA Awards acknowledge achievements of exceptional financial planners, paraplanners, university students and FPA Professional Practices from across Australia. The

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FPA partners with Kaplan Professional and RMIT University

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The Financial Planning Association of Australia (FPA) has partnered with two education providers, Kaplan Professional and RMIT University, which will allow financial planners to combine a Master of Financial Planning degree with the CFP® Certification Program. The news comes after the FPA announced its first partnership of this kind with Deakin Business School in February 2020. Kaplan

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