FPA names Allen Ozdil as the Semester 1, 2020 winner of Gwen Fletcher Memorial Award

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The Financial Planning Association of Australia (FPA) has named Mr Allen Ozdil of Pitcher Partners in Melbourne, Victoria, as the Semester 1, 2020 winner of the Gwen Fletcher Memorial Award. With only two and a half years under his belt as a financial planner, Allen Ozdil has taken out the prestigious Gwen Fletcher Memorial Award […]

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FPA launches Virtual Congress masterclass series for 2020

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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 […]

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FPA welcomes critical legislative milestone for financial planners

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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 […]

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FPA calls for ASIC to stop financial planner fee gouging

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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 […]

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FPA welcomes debate of its five-year strategy

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The Financial Planning Association of Australia (FPA) welcomes the ongoing debate and discussion of its five-year roadmap and policy platform, which has been supported by members and sparked constructive dialogue with industry stakeholders. The 19 reforms outlined in FPA policy platform, released this week, support the FPA’s three-pillar strategy focused on members, advocacy, and the benefits of financial planning to Australian consumers. FPA CEO Dante De […]

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Major overhaul of AFSL system required to reflect new era of professionalism in financial planning

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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 […]

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FPA unveils five-year roadmap for financial planning

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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 […]

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Media statement from FPA CEO Dante De Gori CFP ®

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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. […]

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Senator the Hon Jane Hume confirms FASEA extension legislation is on the Senate’s agenda in live FPA webinar

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Senator the Hon Jane Hume, Assistant Minister for Superannuation, Financial Services and Financial Technology, joined FPA CEO, Dante De Gori CFP®,  in a live webinar on 7 May, to provide FPA members with an update on the current issues in financial planning, the Government’s response to the Financial Services Royal Commission and the future of the […]

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Strong demand for early super access prompts FPA to launch digital Record of Advice solution for members

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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 […]

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