FPA national consumer campaign drives awareness of CFP® mark

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Today, the Financial Planning Association of Australia (FPA) is launching the 2016 national consumer campaign to continue educating Australians about the CERTIFIED FINANCIAL PLANNER® designation. Talking about the significance of the campaign, Dante De Gori CFP®, CEO of the FPA, said: “It is very important for Australians to know what to look for when they

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Agribusiness Senate Report: FPA supports recommendations, calls for further comprehensive reform

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The Financial Planning Association of Australia (FPA) has welcomed the recommendations of the Senate Economics References Committee report into failed agribusiness managed investment schemes (MIS), particularly those around improving consumer protection. Dante De Gori CFP®, CEO of the FPA, said he was pleased that the recommendations reflect the FPA’s submission to the Senate inquiry into

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Dante De Gori CFP® begins role as FPA CEO

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The Financial Planning Association of Australia (FPA) former General Manager of Policy and Conduct, Dante De Gori, has officially taken over as Chief Executive Officer (CEO) of the FPA. Mark Rantall, CEO since 2010, will remain on the FPA Board as a non-executive director. An internal appointment, Mr De Gori has been integral in representing

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FPA Board announces new CEO at Professionals Congress

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The Board of the Financial Planning Association (FPA) announced yesterday that senior FPA executive Dante De Gori will take over as Chief Executive Officer when the current CEO Mark Rantall steps down from the role to focus on non-executive director positions at the end of February 2016. Speaking at the opening of the FPA Professionals Congress

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Record roadshow attendance as planners seek support on best interest and retirement planning

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According to the Financial Planning Association of Australia (FPA), the record attendance at its recent National Roadshow is a clear indication that advisers want support as they navigate the industry’s various regulatory changes and future opportunities for their business, specifically around best interest duty and retirement planning. Almost 3,000 financial planners have registered for the

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FPA calls out small businesses as winners in 2015-16 Federal Budget

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The Financial Planning Association of Australia (FPA) has said the big winners of tonight’s “responsible” 2015-16 Federal Budget announcement are set to be small business owners. According to Dante De Gori, General Manager, Policy and Conduct at the FPA, while the FPA has concerns with the proposed changes to the asset-test tapering rate for part-pensioners,

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FPA welcomes the release of the FSI Report

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The Financial Planning Association of Australia (FPA) welcomes Sunday’s release of the Financial Systems Inquiry (FSI) Report. Many of the Report’s key recommendations align with the FPA’s 10-point plan, set out in May this year, and provide important foundations for better consumer outcomes, improved professional standards for financial planners and confidence in the financial services system.

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FPA encouraged by FSI Interim Report

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The Financial Planning Association (FPA) welcomes yesterday’s FSI Interim Report, in particular the observations that relate to the FPA’s 10 Point Plan. Specifically, the Interim Report raised several of the FPA’s recommendations to the Inquiry around financial advice, as well as those made to the recent Senate Inquiry. These include: Raising competency standards for financial advisers

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Treasurer Hockey keeps promise on ‘no adverse changes’ to superannuation in 2014-15 federal Budget

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In Tuesday night’s 2014-15 Budget announcement, the Federal Government held firm on its commitment to avoid adverse changes to superannuation. There are some amendments outlined however that will benefit financial planning clients, and as a result have been welcomed by the Financial Planning Association of Australia (FPA). Specifically, the FPA welcomes changes to the non-concessional cap, which

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National Roadshows answer the big questions on TASA and FoFA as July 1 date looms

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Australia’s professional financial planners remain vigilant to key legislative changes, seeking to clarify the full requirements of both the Future of Financial Advice (FoFA) and Tax Agents Services Act (TASA). This is the dominant observation derived from the first round of the Financial Planning Association (FPA)’s National Roadshows underway across the nation from April until

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