Statement in response to the Independent Review of the Tax Practitioner Board (TPB)

From

The FPA welcomes the release of the independent review of the Tax Practitioners Board, particularly recommendation 7.1, which recognises the need to simplify the regulatory framework for tax (financial) advisers.

continue reading

2020 FPA Award winners revealed

From

The Financial Planning Association of Australia (FPA) has announced the winners of the 2020 FPA Awards. Now in its eighth year, the FPA Awards recognises exceptional financial planners, paraplanners, university

continue reading

FPA responds to the Government’s release of the Retirement Income Review

From

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

continue reading

Majority of financial planners believe practices with outdated technology will not survive: report

From

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

continue reading

FPA launches Aged Care Specialist designation for financial planning professionals

From

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.

continue reading

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

From

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

continue reading

Future2 Foundation announces new Chair and Deputy Chair

From

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

continue reading

FPA announces new appointments to Board

From

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

continue reading

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

From

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

continue reading

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

From

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

continue reading