Zurich and OnePath Life launch industry-wide mental health support for financial advisers

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Timed in recognition of R U OK? Day, Zurich Life & Investments and OnePath Life have launched a Holistic Adviser Wellbeing Toolkit, an industry-first that provides mental health and wellbeing support for financial advisers. The Holistic Adviser Wellbeing Toolkit is comprised of two parts: My Wellbeing Hub CPD-accredited training modules hosted on _Zone, the new on-demand

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11 Sep 2020

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2020 FPA Award nominations open with new category acknowledging innovation and automation

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The Financial Planning Association of Australia (FPA) is calling for nominations to the 2020 FPA Awards, an annual program recognising excellence by the 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

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06 Aug 2020

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FPA partners with Kaplan Professional and RMIT University

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The Financial Planning Association of Australia (FPA) has partnered with two education providers, Kaplan Professional and RMIT University, which will allow financial planners to combine a Master of Financial Planning degree with the CFP® Certification Program. The news comes after the FPA announced its first partnership of this kind with Deakin Business School in February 2020. Kaplan

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23 Jul 2020

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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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03 Jul 2020

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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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25 Jun 2020

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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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18 Jun 2020

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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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16 Jun 2020

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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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09 Jun 2020

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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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04 Jun 2020

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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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29 May 2020

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