Groundbreaking US author and financial expert to speak at 2018 FPA Professionals Congress

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The Financial Planning Association of Australia (FPA) is delighted to announce that American author and financial services expert Mitch Anthony has been confirmed as a keynote speaker for the 2018 FPA Professionals Congress, taking place in Sydney on the 21-23 November 2018. Recognised around the globe for his pioneering work in life-centred planning, Mitch Anthony

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Calling all FPA members: Nominations for 2018 FPA Awards open

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The Financial Planning Association of Australia (FPA) is calling for FPA members to make submissions for the 2018 FPA Awards, a program that recognises excellence in financial planning and the notable contributions made by members to local communities. The Awards acknowledge the achievements of outstanding planners, paraplanners, students and practices, and celebrate the individuals and

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Leading American change-maker to address 2018 FPA Professionals Congress

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The Financial Planning Association of Australia (FPA) is excited to announce that inspirational American philanthropist and change-maker Alex Sheen has been confirmed as the first of the keynote speakers for the 2018 FPA Professionals Congress, taking place in Sydney on the 21- 23 November. This is Mr Sheen’s first visit to Australia Founder of the

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FPA gathers member feedback on FASEA’s proposed Financial Adviser Examination

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The Financial Adviser Standards and Ethics Authority (FASEA) has invited stakeholders to provide feedback on its proposed guidance on the Financial Adviser Examination. The Financial Planning Association of Australia (FPA) has issued an online questionnaire to gather member views on the exam so that it can provide a written submission to FASEA on behalf of

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FPA calls for financial advice education to be recognised by FASEA

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The Financial Planning Association of Australia (FPA) submitted recommendations to the Financial Adviser Standards and Ethics Authority (FASEA) on Friday 29 June in response to its consultation paper on the proposed guidance on education pathways for all financial advisers. The submission is based on the feedback of 3,393 FPA members who responded to the FPA’s

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FPA responds to ASIC SMSF Report

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The Financial Planning Association of Australia (FPA) acknowledges the findings of ASIC’s report into self-managed superannuation fund (SMSF) member experiences and supports the practical tips it provides to financial planners to improve the quality of SMSF advice they give to clients. ASIC Report 575 SMSFs: Improving the quality of advice and member experiences engaged an

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FPA announces latest winner of Gwen Fletcher Memorial Award

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The Financial Planning Association of Australia (FPA) is delighted to announce Erica Cummins of Graham Wealth in Swan Hill, Victoria, as the latest 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 final unit of the CFP® Certification Program

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Financial planners will join together to connect, cultivate and communicate at FPA Professionals Congress in Sydney

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The Financial Planning Association of Australia (FPA) is pleased to announce that registrations are now open for the 2018 FPA Professionals Congress, to be held in Sydney from 21-23 November 2018. The largest annual event of the financial planning calendar is being held at the International Convention Centre (ICC) in Sydney this year. Around 1,000

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Budget 2018: A focus on minor adjustments, rather than sweeping reforms

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The Financial Planning Association of Australia (FPA) welcomed measures to simplify income tax and introduce greater flexibility into the superannuation system. FPA CEO Dante De Gori CFP said: “Offering relief from household budget pressures allows families to imagine a future in which their financial goals are met, and may even open the door to investment.”

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FPA confirms majority of its members are degree qualified

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With over 3,200 members responding so far, results from the Financial Planning Association of Australia (FPA) member questionnaire on the recent Financial Adviser Standards and Ethics Authority (FASEA) announcements show the high level of financial planner interest in this topic, and indicate the majority FPA members are degree qualified. The results give an early indication

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