FAAA Board election results announced

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The Financial Advice Association of Australia (FAAA) welcomes Glenn Calder CFP® and Ben Marshan CFP® as new Board members as well as Jade Khao (Tan) CFP® following her re-election. All three

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Future2 Foundation appoints Dave Slovinec as deputy chair and welcomes Olivia O’Neill and Ben Marshan to the board

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The Future2 Foundation has named Olivia O’Neill as board director and Dave Slovinec has been appointed to the role of deputy chair. Ms O’Neill is the managing director and principal

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CPD: Jump in my CAR. Client Advice Records – why, what, how

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Introduction The forthcoming replacement of Statements of Advice (SOAs) with Client Advice Records (CARs) has once again shone a spotlight on the vexed issue of client communication within financial advice.

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

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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

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FPA releases new video Statement of Advice toolkit for members

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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

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2021 FPA Award winners revealed  

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The Financial Planning Association of Australia (FPA) has announced the winners of the 2021 FPA Awards. Now in its ninth year, the FPA Awards recognises exceptional financial planners, paraplanners, university

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FPA statement in response to Treasury’s announcement of further updates to DDO

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The FPA welcomes the Treasury’s announcement of further updates to the DDO regime by removing the requirement for financial planners to report nil complaints or nil information to product manufacturers.

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FPA repeats its calls for the Government to review the implementation of the ASIC levy at yesterday’s Senate hearing

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FPA CEO Dante De Gori CFP®, and FPA Head of Policy, Strategy and Innovation Ben Marshan CFP®, appeared before the House Economic Committee yesterday, to provide an update on current issues

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2020 FPA Award winners revealed

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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

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COVID-19 is the final nail in the coffin for traditional thinking around advice, according to new white paper

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A new white paper (Is it red tape or is it me? Deniers, devotees, and the digital advice revolution) commissioned by online investment manager Six Park has revealed that COVID-19

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