FPA welcomes Labor support for FASEA extension

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The Financial Planning Association of Australia (FPA) welcomes the Labor’s support for the Treasury Laws Amendment (2019 Measures No.3) Bill 2019, which will grant financial planners an extension to complete new education requirements. The FPA has strongly advocated for bipartisan support of this extension on behalf of all financial planners across Australia. The Bill amends the Corporations Act to defer […]

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Financial planning bushfire pro-bono program – open and ready to help those in need

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In the aftermath of the recent bushfire disaster, financial planners across the country have come together to offer the Financial Planning Bushfire Pro Bono Program to help those impacted by the bushfires to rebuild financially. The program – open and ready from today – is a joint initiative from the Financial Planning Association of Australia (FPA) and […]

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FPA partners with Deakin University

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The Financial Planning Association of Australia (FPA) has announced a ground-breaking partnership with Deakin Business School, which will allow financial planners to combine a Master of Financial Planning degree with the CFP® Certification Program. FPA Chief Executive Officer Dante De Gori said the move would allow financial planners to combine their study requirements into one single […]

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FPA responds to draft legislation addressing Royal Commission recommendations

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The Financial Planning Association of Australia (FPA) has responded to the Federal Government’s draft legislation released today, which addresses 22 of the recommendations put forward last year by the Financial Services Royal Commission. It has however cautioned that the draft legislation will have significant and real impact for financial planners. The FPA has been in […]

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Outstanding financial planners recognised at 2019 FPA Congress

The Financial Planning Association of Australia (FPA) announced the winners of the 2019 FPA Awards, Gwen Fletcher Memorial Award, and FPEC Research Grant Award at the Future2 Celebration held during the FPA Professionals Congress in Melbourne this evening. Now in its seventh year, the FPA Awards recognise the achievements of outstanding financial planners, paraplanners, students and […]

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FPA releases Evolution of Advice discussion paper

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The Financial Planning Association of Australia (FPA) has released a new discussion paper titled Evolution of Advice: The Financial Planning Profession from 2020 to 2025, and opened consultation on its proposed new policy platform. The paper considers the major issues that will affect the profession over the next five years, including the affordability of advice, […]

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FPA launches FPA Community peer-to-peer online forum

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From the opening keynote session of the Financial Planning Association of Australia’s (FPA) Professionals Congress, the organisation has launched a new online secure community platform that will enable its members to form deeper connections with one another and share views with their professional peers. At this time of great change in the financial planning profession, […]

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‘Breaking paper’ key to improved advice experience, says FPA

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The Financial Planning Association of Australia (FPA) yesterday presented the findings of research conducted by its Future of the Statement of Advice (SOA) Working Group at the 2019 FPA Professionals Congress in Melbourne. The findings showed examples of technology and services available that can help financial planners develop more meaningful client experiences during the advice process. […]

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FPA welcomes ASIC statement on FASEA Code of Ethics

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The Financial Planning Association of Australia (FPA) welcomes the statement from the Australian Securities and Investments Commission (ASIC) that outlines its approach to advice licensee obligations for the financial adviser code of ethics. Following significant advocacy efforts by the FPA and other professional associations to Government, ASIC and FASEA (Financial Adviser Standards and Ethics Authority), […]

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FASEA CEO to address FPA Congress on Code of Ethics

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The Financial Planning Association of Australia (FPA) has announced Stephen Glenfield, CEO of the Financial Adviser Standards and Ethics Authority (FASEA), will provide an update on the FASEA Code of Ethics at the FPA 2019 Professionals Congress in Melbourne. Mr Glenfield, who spoke at last year’s FPA Congress in Sydney, will join the Tax Practitioners […]

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