FPEC announces winners of the 2018 Financial Planning Academic Research Grants

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The Financial Planning Education Council (FPEC) has announced Western Sydney University (WSU) and Griffith University as the two winners of the 2018 FPEC Academic Research Grants. The FPEC Academic Research Grants are sponsored by the Financial Planning Association of Australia (FPA) and NAB, and recognise those that have demonstrated a commitment to encouraging the development […]

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FASEA CEO takes to stage and fields Q&A at FPA Congress

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The CEO of the Financial Adviser Standards and Ethics Authority (FASEA) took to the FPA Congress stage at the ICC in Sydney this morning to a crowd of about 1,400 financial planning professionals eager to hear the latest education and policy reform updates direct from the recently appointed leader of the Government regulator. It was […]

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Australia’s top performing financial planners honoured at FPA Congress 2018

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The Financial Planning Association of Australia (FPA) announced the winners of the 2018 FPA Awards and Gwen Fletcher Memorial Award at the FPA Professionals Congress event in Sydney. Taking out the coveted FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year Award is Michael Carmody CFP® of Viva Wealth in Perth, WA. The award acknowledges Michael’s […]

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New online matching service pairs people with planners

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A new ‘Find a Planner’ online matching service planned for release in early 2019 was announced by the Financial Planning Association of Australia (FPA) at its annual FPA Professionals Congress at the ICC in Sydney, attended by over 1,300 delegates. The proposed new Find a Planner online service uses a UX-based research approach to match […]

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Fintech Buyers Guide helps financial planners decide what and if technology will help them

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The Financial Planning Association of Australia (FPA) has released its FPA Fintech Buyers Guide and Checklist at the 2018 FPA Professionals Congress. The package includes a Technology Assessment Checklist and a guide for assessing the fintech needs of a financial planning practice and tips for selecting the right technology partner to help improve financial advice […]

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Strong start for new Future2 Foundation Chair

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The Future2 Foundation welcomes its new Chair, Ms Petra Churcher, AFP® to lead the philanthropic arm of the Financial Planning Association of Australia (FPA) into the next chapter of its work helping disadvantaged young Australians. More than $1 million has been contributed by the Future2 Foundation, to benefit disadvantaged young people across Australia since its […]

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FPA responds after FASEA releases Summary of Standards

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The Financial Adviser Standards and Ethics Authority (FASEA) issued a Summary of Standards for the professional standards framework for financial advisers at 7:30pm on Friday 16 November 2018, as well as two draft legislative instruments. The Summary of Standards provides an overview of the key parameters for each of the Standards which will be reflected […]

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FASEA CEO Stephen Glenfield to make first public address at FPA Congress in Sydney

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The Financial Planning Association of Australia (FPA) is delighted to confirm Stephen Glenfield, CEO of the Financial Adviser Standards and Ethics Authority (FASEA), is addressing delegates at the FPA Professionals Congress at the International Convention Centre (ICC) on Thursday 22 November 2018 from 9am. Notably, it will be his first public address since assuming the […]

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FPA Conduct Review Commission imposes $50,000+ in fines on Sam Henderson

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The Financial Planning Association of Australia’s (FPA) independent disciplinary body, the Conduct Review Commission (CRC), has imposed $50,000 in fines plus costs on Sam Henderson for the nine proven breaches of the FPA’s Code of Professional Practice. No appeal was made by Mr Henderson. Sam Henderson is no longer a member of the FPA. The […]

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FPA lodges expression of interest to ASIC to establish a Code Monitoring Body

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The Financial Planning Association of Australia (FPA) has lodged an expression of interest to ASIC this week to administer and enforce a compliance scheme for higher education and ethics standards across the financial planning profession. It has established a separate legal entity called Code Monitoring Australia Pty Ltd to run the proposed Compliance Scheme for […]

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