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 […]
continue readingThe Financial Planning Association of Australia (FPA) welcomes the creation of a Senate Select Committee on Financial Technology and Regulatory Technology as recognition of the critical roles Fintech and RegTech play in delivering affordable, high-quality financial advice to Australian consumers. The motion to form the dedicated Senate Committee was proposed by NSW Senator Andrew Bragg […]
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13
Sep
2019
The Financial Planning Association of Australia (FPA) welcomes the Government’s announcement that it will give existing financial planners more time to pass the Financial Adviser Standards and Ethics Authority (FASEA) exam and comply with the FASEA education standard. Senator the Hon Jane Hume, Assistant Minister for Superannuation, Financial Services and Financial Technology, announced last week […]
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03
Sep
2019
New research from ASIC (Australian Securities and Investments Commission) has revealed 41 per cent of Australians intend to get financial advice in the future. This supports the findings of research conducted by Investment Trends in September 2018 that showed 51 per cent of Australians have an unmet advice need. The new research also confirms that […]
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02
Sep
2019
The Financial Planning Association of Australia (FPA) is delighted to announce that its application to the Financial Adviser Standards and Ethics Authority (FASEA) to extend recognition of the CERTIFIED FINANCIAL PLANNER® coursework prior to 2003 has been approved. Advisers who commenced the CFP 1-4 program coursework to attain the FPA CFP designation after 1 July […]
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29
Aug
2019
A panel of leading financial planning experts from around the world will headline 2019. FPA Professionals Congress, taking place in Melbourne from 27 – 29 November 2019. The Financial Planning Association of Australia (FPA) is delighted to announce global experts Mitch Anthony (USA), Phil Billingham CFP® (UK), Janet Hugo CFP® (South Africa) and Andrew Talbot […]
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28
Aug
2019
The Financial Planning Association of Australia (FPA) has partnered with five higher education institutions to offer discounted postgraduate course fees for FPA members. The tuition fee discounts can be utilised by new, existing and part-time postgraduate students. Deakin University, Kaplan Professional, Swinburne University, TAFE NSW and The University of Newcastle are the first to confirm […]
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23
Aug
2019
New national data released by the Financial Planning Association of Australia (FPA) this week injects fresh optimism for the emerging profession, including an opportunity to give an intergenerational legacy gift of time with a financial planner to clients. The new Gifts That Give national research released to mark Financial Planning Week (19-25 August) shows an […]
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22
Aug
2019
The Financial Planning Association of Australia (FPA) and a consortium of five other professional associations have filed a formal submission with the Australian Securities and Investments Commission (ASIC) on behalf of Code Monitoring Australia Pty Ltd (CMA) to advance a profession-wide solution to the monitoring of the FASEA Code of Ethics. The proactive submission provides […]
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20
Aug
2019
FPA urges Australia to #PlanWell to #GiveWell this Financial Planning Week Australians spend A$19.8 billion buying gifts each year, according to new Financial Planning FPA Gifts That Give Research Report 2019 national research released today to mark Financial Planning Week (19-25 August). The research shows Australians are joyfully generous: 85% of people get more joy giving […]
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19
Aug
2019
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