What is holding Australians back from ‘living the dream’?

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 Two in five Australians admit that they are not ‘living the dream’, according to new research released today by the Financial Planning Association of Australia (FPA) to mark Financial Planning Week (21-27 August). Two of the top three factors preventing working-age Australians living the dream are directly related to their financial situation. Nearly half of

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Australians’ biggest financial regrets and how to avoid them

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The Aussie “no worries” attitude is being challenged today with new research from the Financial Planning Association (FPA) revealing 80 per cent of working-age Australians are stressed about money and finances, with 1 in 4 indicating acute stress levels. Generations X and Y are most stressed about their finances, with at least one in three

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Leading edge speakers unveiled for FPA Professionals Congress

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The Financial Planning Association of Australia (FPA) is excited to announce three internationally renowned thought leaders have been added to the line-up of keynote speakers for the 2017 FPA Professionals Congress, taking place in Hobart on the 22-24 November. Futurist, strategist and global nomad Mike Walsh will open this year’s Congress exploring how emerging technologies

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FPA congratulates FASEA on appointment of inaugural CEO

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The Financial Planning Association of Australia (FPA) welcomes the appointment of Dr Deen Sanders OAM as the inaugural CEO of the Financial Adviser Standards and Ethics Authority Limited (FASEA). Commencing on 18 September 2017, Dr Sanders will lead the establishment of mandatory educational and training requirements, developing and setting an industry exam and creating a

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FPA ready for ‘Live the Dream’ Financial Planning Week

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The Financial Planning Association of Australia (FPA) has announced “Live the Dream” as its theme for the 17th annual Financial Planning Week (21-27 August 2017), which aims to raise awareness and trust in the financial planning profession among consumers. The FPA will kick-off Financial Planning Week on Monday 21 August by releasing a newly commissioned

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Roadshow poll indicates strong member support for FPA’s education standards proposals

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The 2017 Financial Planning Association of Australia (FPA) National Roadshow has completed its 33-leg journey around Australia, with six final events taking place last week. Financial planning professionals came together to listen to timely updates on policy and legislation from the FPA, as well as insights on identifying investment opportunities in global markets from Roadshow

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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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