Call out to FPA members: 2017 FPA Awards entries open

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The Financial Planning Association of Australia (FPA) is calling for FPA members to make submissions for the 2017 FPA Awards, a program that shines a light on the talent and passion within the financial planning profession. Recognising outstanding planners, paraplanners, students and practices, the awards celebrate individuals and businesses who demonstrate a commitment to delivering […]

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FPA announces latest winner of Gwen Fletcher Memorial Award

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The Financial Planning Association of Australia (FPA) has announced Bronnie Abraham of Brisbane-based advice firm Dolfinwise as the latest winner of the Gwen Fletcher Memorial Award. Ms Abraham, who has been advising for over seven years, received the accolade for being the highest performing student in the final unit of the CFP® Certification Program. Named […]

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Financial planners up for the challenge at FPA Professionals Congress in Hobart

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The Financial Planning Association of Australia (FPA) has announced registrations are now open for the 2017 FPA Professionals Congress, to be held in Hobart from 22-24 November. Amid the spectacular scenery of Tasmania, this year’s Congress promises to be both inspiring and challenging for all involved, providing the opportunity for FPA members and the wider […]

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New education standards a hot topic as FPA Roadshow gathers momentum

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Financial planners continue to gather for the 2017 Financial Planning Association of Australia (FPA) National Roadshow, taking place at 33 locations around the country. This week, the Roadshow visits six locations including Brisbane, Sydney and Melbourne – attracting almost 700 registrations for Melbourne alone. Speaking about the Roadshow so far, Dante De Gori CFP® , […]

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FPA’s Money & Life website goes live

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The Financial Planning Association of Australia (FPA) has launched Money & Life, an online destination designed to help Australians improve their financial wellbeing. Money & Life will empower and educate Australians with practical tips and inspiring real life stories to help them manage their finances. The site will explore a wide variety of topics including […]

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Kathy Havers wins Future2 community service award for second time

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The Financial Planning Association of Australia (FPA) has tonight announced Kathy Havers CFP® from Catalyst Financial Group in Melbourne, as the winner of the 2016 Future2 Community Service Award. Ms Havers also won the Award in 2014. FPA CEO Dante De Gori said, “Kathy is a well-deserved winner of this award. Her tireless commitment to […]

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FPA Award winners and top performers recognised at FPA Congress

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The Financial Planning Association of Australia (FPA) has announced the winners of the 2016 FPA Awards and the latest winner of the Gwen Fletcher Memorial Award at the opening keynote session of the FPA Professionals Congress in Perth. Taking out the FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year Award is Tony Sandercock of wetalkmoney. The […]

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FPA announces impending Money & Life website launch

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The Financial Planning Association of Australia (FPA) has announced it will soon launch Money & Life, an online destination designed to help Australians improve their financial wellbeing. The site will offer regular content that empowers and educates Australians with up-to-date information, practical tips and inspiring real life stories to help them manage their finances. Money […]

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FPA receives ASIC Professional Code approval

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The Financial Planning Association of Australia (FPA) have announced that ASIC has approved the FPA Professional Ongoing Fees Code, providing FPA members with an alternative to the opt-in laws when engaging clients in an Ongoing Fee Arrangement. The Code will be available from 1 July 2017 to FPA practitioner members (CFP® professionals and Financial Planner AFP® […]

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FPA welcomes introduction of Professional and Education Standards Legislation into Parliament

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The Financial Planning Association of Australia (FPA) welcomes the Government’s introduction of legislation on the Professional Standards and Education Framework into Parliament yesterday. The legislation, if approved, will be effective from 1 July 2017 and involve the establishment of an independent standards setting body to ensure more rigorous and clear education standards for any practising […]

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