Consumers could be the ones to miss out with the Government rushing its bill to end the grandfathering of commissions on investment products. The Financial Planning Association of Australia (FPA) supports the phasing-out of commissions on investment products as recommended by the Financial Services Royal Commission, but the bill introduced by the Government today has […]
continue readingThe Future2 Foundation is pleased to announce three new appointments to its Board of Directors: Ms Julie Berry CFP®, Mr Hugh Humphrey, and Ms Olivia Maragna CFP®. Future2 is the foundation of the financial planning profession in Australia. Through its annual Future2 Make the Difference! Grants program, Future2 supports young Australians experiencing social, financial or […]
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02
Aug
2019
The Financial Planning Association of Australia (FPA) is calling for nominations to the 2019 FPA Awards, an annual program recognising excellence by FPA members in financial planning and notable contributions to their local communities. The FPA Awards acknowledge achievements of exceptional financial planners, paraplanners, university students and FPA Professional Practices from across Australia. The Awards […]
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31
Jul
2019
The Financial Planning Association of Australia (FPA) has launched its new My CPD solution that allows members to plan, access and track their Continuing Professional Development (CPD) on the FPA Learn online education platform. Exclusive and free of charge to FPA members, My CPD is a game changer in the CPD market and includes the […]
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24
Jul
2019
The future of financial planning is extremely positive – one reason being the ever-growing need for financial advice by Australians. This was the strong message by Mr Dante De Gori CFP®, CEO of the Financial Planning Association, in a presentation delivered to a Melbourne event hosted by financial services communication specialists Pritchitt Partners. “However, it […]
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19
Jul
2019
The Financial Planning Association of Australia (FPA) has launched a new ‘Match My Planner’ online matching service to help Australians find a CERTIFIED FINANCIAL PLANNER® (or CFP®) professional to meet their personal money and life needs. The service is now available from the FPA’s Money & Life website. The new Match My Planner online service […]
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18
Jul
2019
Netball World Cup superstars headline FPA Women in Wealth 2019 Sydney, 15 July 2019 The Financial Planning Association of Australia (FPA) is delighted to announce its 2019 Women in Wealth event series will be headlined by sporting superstars, 2019 World Cup competitors and GIANTS Netball team mates, Caitlin Bassett and Jo Harten. To attract the […]
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16
Jul
2019
The Financial Planning Association of Australia (FPA) is delighted to announce Ms Raquel Netto AFP® of The Wealth Mentoring Group in Hampton, Victoria, as the Semester 1 2019 winner of the Gwen Fletcher Memorial Award. Named after the late ‘First lady of Financial Planning’, the award recognises the highest performing student in the first semester […]
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27
Jun
2019
The Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) have teamed up to form a Life Insurance Task Force, two years out from ASIC’s review of the Life Insurance Framework (LIF). AFA CEO, Philip Kewin, said the task force has been set up in order to have a combined association approach to the future […]
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17
Jun
2019
The Financial Planning Association of Australia (FPA) has announced the launch of FPA Wellbeing, a free comprehensive health and wellbeing program providing confidential support by qualified counsellors and psychologists for FPA members, amid unprecedented change in the emerging financial planning profession. According to the National Mental Health Commission, the cost of mental ill-health in Australia […]
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04
Jun
2019
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