2019 FPA Award nominations are open to acknowledge excellence

From

The Financial Planning Association of Australia (FPA) is calling for nominations to the 2019 FPA Awards, an annual program recognising excellence by FPA members in financial planning and notable contributions to their local communities. The FPA Awards acknowledge achievements of exceptional financial planners, paraplanners, university students and FPA Professional Practices from across Australia. The Awards […]

continue reading

FPA launches new My CPD learning solution for members

From

The Financial Planning Association of Australia (FPA) has launched its new My CPD solution that allows members to plan, access and track their Continuing Professional Development (CPD) on the FPA Learn online education platform. Exclusive and free of charge to FPA members, My CPD is a game changer in the CPD market and includes the […]

continue reading

Financial planner outlook positive following tempestuous times

From

The future of financial planning is extremely positive – one reason being the ever-growing need for financial advice by Australians.  This was the strong message by Mr Dante De Gori CFP®, CEO of the Financial Planning Association, in a presentation delivered to a Melbourne event hosted by financial services communication specialists Pritchitt Partners. “However, it […]

continue reading

New online matching service helps find your perfect money and life CERTIFIED FINANCIAL PLANNER® partner

From

The Financial Planning Association of Australia (FPA) has launched a new ‘Match My Planner’ online matching service to help Australians find a CERTIFIED FINANCIAL PLANNER® (or CFP®) professional to meet their personal money and life needs. The service is now available from the FPA’s Money & Life website. The new Match My Planner online service […]

continue reading

Netball World Cup superstars headline FPA Women in Wealth 2019

From

Netball World Cup superstars headline FPA Women in Wealth 2019 Sydney, 15 July 2019 The Financial Planning Association of Australia (FPA) is delighted to announce its 2019 Women in Wealth event series will be headlined by sporting superstars, 2019 World Cup competitors and GIANTS Netball team mates, Caitlin Bassett and Jo Harten. To attract the […]

continue reading

FPA announces latest winner of Gwen Fletcher Memorial Award

The Financial Planning Association of Australia (FPA) is delighted to announce Ms Raquel Netto AFP® of The Wealth Mentoring Group in Hampton, Victoria, as the Semester 1 2019 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 first semester […]

continue reading

AFA and FPA team up to form Life Insurance Task Force

From

The Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) have teamed up to form a Life Insurance Task Force, two years out from ASIC’s review of the Life Insurance Framework (LIF). AFA CEO, Philip Kewin, said the task force has been set up in order to have a combined association approach to the future […]

continue reading

FPA Wellbeing program launched to support mental health as members transition to new professional standards

From

The Financial Planning Association of Australia (FPA) has announced the launch of FPA Wellbeing, a free comprehensive health and wellbeing program providing confidential support by qualified counsellors and psychologists for FPA members, amid unprecedented change in the emerging financial planning profession. According to the National Mental Health Commission, the cost of mental ill-health in Australia […]

continue reading

FPA welcomes financial services focus in new Morrison Government

From

The Financial Planning Association of Australia (FPA) welcomes the appointment of Senator Jane Hume as Assistant Minister for Superannuation, Financial Services and Financial Technology as a clear indication of a strategic focus on financial services in the re-elected Coalition Government. The FPA looks forward to engaging with the Assistant Minister on priority issues impacting the […]

continue reading

FPA launches Pronup campaign for CFPs to help more Aussie couples stay together

From

With money the number one cause of divorce in Australia , the Financial Planning Association [1] (FPA) of Australia has conceived a new way for CERTIFIED FINANCIAL PLANNER ® professionals to help beat the disheartening statistic and inspire more Australians to seek their services by introducing the concept of a Pronuptial Agreement (or “Pronup” for […]

continue reading