FPA welcomes announced changes on FASEA

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The Financial Planning Association of Australia (FPA) welcomes the Morrison Government’s announcement that the Financial Adviser Standards and Ethics Authority (FASEA) will be wound down and its role to be divided between Treasury and ASIC’s Financial Services and Credit Panel (FSCP) to become a single disciplinary body for the profession. FPA CEO Dante De Gori

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Statement from FPA CEO Dante De Gori CFP®

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The Financial Planning Association welcomes the second Bill implementing recommendation from the Hayne Royal Commission, a critical component of restoring trust and confidence in Australia’s financial system. The Financial Sector Reform (Hayne Royal Commission Response No. 2) Bill 2020 deals with annual renewals and payments (recommendation 2.1), disclosure of lack of independence (recommendation 2.2) and restrictions

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Financial Planning Education Council announces the winners of the 2020 Financial Planning Academic Research Grants

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The Financial Planning Education Council (FPEC) has announced Queensland University of Technology (QUT) and University of South Australia (UniSA) as the two winners of the 2020 FPEC Academic Research Grants. Established by the Financial Planning Association of Australia (FPA) in 2011, FPEC is an independent body chartered with raising the standard of financial planning education and promoting

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Statement in response to the Independent Review of the Tax Practitioner Board (TPB)

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The FPA welcomes the release of the independent review of the Tax Practitioners Board, particularly recommendation 7.1, which recognises the need to simplify the regulatory framework for tax (financial) advisers. The Review recommends, in alignment with implementing Recommendation 2.10 of the Final Report of the Financial Services Royal Commission, a new model be developed for

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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 students and FPA Professional Practices from across Australia. The awards also celebrate the individuals and businesses who go above and beyond to deliver outstanding results

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FPA responds to the Government’s release of the Retirement Income Review

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The FPA welcomes the Government’s release of the Retirement Income Review, which recognises the importance of financial advice to Australians planning for their retirement. The Review found that while Australia’s retirement income system is strong, it remains overly complex and requires greater balance between its three pillars of the age pension, superannuation and voluntary savings, including

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Majority of financial planners believe practices with outdated technology will not survive: report

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The COVID-19 pandemic has increased demand for financial advice, but financial planning professionals are warning that the role of technology could make or break financial planning practices across Australia. CoreData surveyed financial planners about the impact of COVID-19 on their businesses, which was presented at The Financial Planning Association’s (FPA) keynote event held in September.

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FPA launches Aged Care Specialist designation for financial planning professionals

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The Financial Planning Association of Australia (FPA) has announced the launch of the FPA Aged Care Specialist professional designation in collaboration with Aged Care Steps’ Accredited Aged Care Professional™ program. The FPA is committed to providing its members and the wider financial planning profession with the skills and resources to meet the needs of Australians

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FPA names Semester 2, 2020 winner of Gwen Fletcher Memorial Award

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The Financial Planning Association of Australia (FPA) has named Jacob McCudden of Back To Back Financial Planners in Young NSW as the Semester 2, 2020 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 CFP® Certification Unit (CFP C) for

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Future2 Foundation announces new Chair and Deputy Chair

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The Future2 Foundation is pleased to announce the appointment of Ms Julie Berry CFP®GAICD as Chair and of Ms Olivia Maragna CFP® as Deputy Chair to lead the foundation of the Financial Planning Association of Australia (FPA) into the next chapter of its work helping disadvantaged young Australians. Ms Petra Churcher is stepping down as Future2

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