All Articles tagged with 'Dante De Gori'

The Financial Planning Association of Australia (FPA) is pleased to announce the 2020 FPA Virtual Congress masterclass series, which will go live on 9 July. The FPA is offering its Congress format as a virtual event for the first time in response to the COVID-19 pandemic. It has been designed to follow the program offered at Congress, but […]

Financial planners have officially been granted more time to complete new education requirements following a successful advocacy effort by the Financial Planning Association of Australia (FPA). The FPA has long supported the extension on behalf of its members and welcomes the passing of the Treasury Laws Amendment (2019 Measures No.3) Bill 2019. The Bill amends the Corporations Act […]

The Financial Planning Association of Australia (FPA) has urged the corporate regulator to reconsider a 38% increase to the ASIC industry funding levy for financial planners as the nation enters its first recession in 29 years. On Friday, 12 June, ASIC released for consultation its Cost Recovery Implementation Statement 2019-20 (CRIS), which has been prepared […]

The Financial Planning Association of Australia (FPA) has launched its five-year policy platform by recommending a professional registration for individual financial planners replace the current system that requires an Australian Financial Services License (AFSL) to provide advice. The FPA today revealed the cornerstone of its ground-breaking policy platform that if enacted will overhaul the way financial planners are licensed. The reforms […]

The Financial Planning Association of Australia (FPA), the nation’s peak professional body for financial planners, today unveiled its 2025 Strategic Roadmap, detailing three priorities that will guide its activity over the coming years. The five-year strategic roadmap will officially start from 1 July and focuses on three core pillars of focus – Members, Advocacy and […]

The Financial Planning Association welcomes the removal of the exemption that allows stamping fees on listed investment entities, and now calls on the Senate to urgently turn its attention to the FASEA extension bill that was recently delayed. We welcome the exemption as it ensures Australians continue to invest with confidence in LICs and LITs. […]

The Financial Planning Association of Australia (FPA) has today announced the availability of digital versions of the Record of Advice (ROA) solution ‘template’ to support members who have been inundated with requests for advice, following strong demand for early super access. The FPA along with SMSFA, CA ANZ, CPA and IPA made available the ROA […]