Members benefit from boost to technical resources

From

The SMSF Association has significantly boosted its Resource Library content for its Fellow, Specialist and Associate members. Recordings of the 2020 and 2021 National Conference sessions, as well as presentations and

continue reading

FPA Professionals Congress: an opportunity to “Reunite, Reset”

From

The Financial Planning Association of Australia (FPA)’s Professionals Congress in Sydney on 23 and 24 November will allow members to reconnect with their peers at the first in-person congress in

continue reading

FPA releases updated Professional Code in a move to principles-based regulation of members

From

After extensive member consultation, The Financial Planning Association of Australia has updated its Professional Code (the FPA Code), to support its members in continuing to uphold the highest standards in their

continue reading

FPA welcomes CSLR but cautions on scope

From

The Financial Planning Association of Australia (FPA) has welcomed the tabling in Federal Parliament of the Financial Services Compensation Scheme of Last Resort Levy Bill 2022 (CSLR). FPA CEO Sarah

continue reading

FPA launch new series of event and activities for CFP professionals

From

The Financial Planning Association of Australia (FPA) is launching a brand-new series of events and activities for CERTIFIED FINANCIAL PLANNER® (CFP) professionals – CFP® Professional Connect. The event series is exclusive to

continue reading

FPA calls for urgent and immediate continuation of ASIC industry levy freeze and a fairer approach to costs for planners

From

The Financial Planning Association of Australia (FPA) is seeking an urgent extension of the ASIC industry levy freeze beyond the end of last financial year, so financial planners can have

continue reading

ASIC’s Dixon Advisory complaints call demonstrates urgent need for broad-based CSLR, says FPA

From

The Australian Securities and Investments Commission’s (ASIC) recent call for former Dixon Advisory clients to register any complaints with AFCA demonstrates yet again the need for establishing a broad-based Compensation

continue reading

Latest advice complaints data highlights rapid professionalisation of the sector, says FPA

From

The latest data on financial advice complaints is an encouraging development for the profession, and is clear evidence of the high quality of financial advice consumers are receiving from financial

continue reading

FPA calls for government assistance for farmers to access financial planning services amid drought disruption

From

The government should give farmers financial assistance to access financial planning services to help facilitate a proper recovery from the significant disruption caused by droughts, says the Financial Planning Association

continue reading

FPA releases new video Statement of Advice toolkit for members

From

The Financial Planning Association of Australia (FPA) has released a new video toolkit to guide members in creating a video Statement of Advice (SOA) that efficiently services clients while also

continue reading