FPA names second 2021 winner of Gwen Fletcher Memorial Award 

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The Financial Planning Association of Australia (FPA) has named Sydney-based financial planner Susan Buda of Brady & Associates Financial Advisers, as the second 2021 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 each semester, with demonstrable dedication to providing

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FPA launches Women in Financial Planning Mentoring Program 

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The Financial Planning Association of Australia (FPA) has launched its FPA Women in Financial Planning (FP) Mentoring Program. The inaugural program aims to support women in financial planning to further their careers by matching eligible females in the financial planning profession seeking guidance and support, with more experienced FPA members. “The FPA is thrilled to

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FPA response to the passing of Better Advice Bill

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The FPA welcomed the passing of the Better Advice Bill in the Senate last week and looks forward to the stability that will follow. After 8 years of constant regulatory change, financial planners now have the opportunity to focus on their clients and on the challenge of providing financial advice to more Australians without the

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Twenty finalists revealed in the 2021 FPA Awards 

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The Financial Planning Association of Australia (FPA) has revealed the shortlist for the six categories of the 2021 FPA Awards. Now in its ninth 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 for clients. FPA

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Saving money trumps taking a holiday: COVID gives Australians a financial health check  

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Australians are making some healthy financial choices as they endure a challenging second year of the COVID pandemic, with more Australians prioritising hitting a savings goal over taking a holiday in the next 12 months as the country prepares to emerge from months of lockdown. The surprising result highlights a silver lining from the global

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F3 and FPA shift the dial on gender diversity through Scholarship program

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F3 – Future Females in Finance and the Financial Planning Association of Australia have partnered to offer 20 university students practical work experience to boost the skills and employability of aspiring young women into the financial services industry. The Financial Planning Association of Australia (FPA) has awarded $25,000 to Fthree Pty Ltd (F3) to fund

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FPA welcomes the Government’s decision to review the ASIC industry funding model

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The Financial Planning Association of Australia (FPA) welcomes the announcement from the Morrison Government on its decision to implement a temporary reduction in cost recovery levies for the next two years and review the ASIC industry funding model charged by the Australian Securities and Investments Commission (ASIC). “This news will be welcomed by our members

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FPA appoints Marc Olynyk as new Chair of the Financial Planning Education Council

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The Financial Planning Association of Australia (FPA) is pleased to announce Marc Olynyk as Chair of the Financial Planning Education Council (FPEC). Mr Olynyk, a senior lecturer in Financial Planning and Director of Work Integrated Learning at Deakin Business School, will replace Sharon Taylor, who stepped down from chairing FPEC in August as she intends

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FPA repeats its calls for the Government to review the implementation of the ASIC levy at yesterday’s Senate hearing

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FPA CEO Dante De Gori CFP®, and FPA Head of Policy, Strategy and Innovation Ben Marshan CFP®, appeared before the House Economic Committee yesterday, to provide an update on current issues impacting financial planning, including the cost of advice, increasing gender diversity and further scope for innovation in the profession. Responding to questions regarding the 340

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Dante De Gori to step down as Chief Executive Officer of FPA

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Financial Planning Association of Australia (FPA) CEO, Dante De Gori CFP® has advised the Board of his intention to step down at the end of 2021, after nearly six years in the role and almost 12 years with the FPA. FPA Chair, Marisa Broome CFP®, said that during a period of tremendous change, Mr De

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