Code Monitoring Australia submits proposal to ASIC

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The Financial Planning Association of Australia (FPA) and a consortium of five other professional associations have filed a formal submission with the Australian Securities and Investments Commission (ASIC) on behalf of Code Monitoring Australia Pty Ltd (CMA) to advance a profession-wide solution to the monitoring of the FASEA Code of Ethics. The proactive submission provides […]

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The Big Splurge: Aussies spend $20 billion on gifts

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FPA urges Australia to #PlanWell to #GiveWell this Financial Planning Week Australians spend A$19.8 billion buying gifts each year, according to new Financial Planning FPA Gifts That Give Research Report 2019 national research released today to mark Financial Planning Week (19-25 August). The research shows Australians are joyfully generous: 85% of people get more joy giving […]

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Consumers could miss out with rush to ban commissions

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Consumers could be the ones to miss out with the Government rushing its bill to end the grandfathering of commissions on investment products. The Financial Planning Association of Australia (FPA) supports the phasing-out of commissions on investment products as recommended by the Financial Services Royal Commission, but the bill introduced by the Government today has […]

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Future2 welcomes three new Board Directors

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The Future2 Foundation is pleased to announce three new appointments to its Board of Directors: Ms Julie Berry CFP®, Mr Hugh Humphrey, and Ms Olivia Maragna CFP®. Future2 is the foundation of the financial planning profession in Australia. Through its annual Future2 Make the Difference! Grants program, Future2 supports young Australians experiencing social, financial or […]

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2019 FPA Award nominations are open to acknowledge excellence

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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 […]

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FPA launches new My CPD learning solution for members

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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 […]

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Financial planner outlook positive following tempestuous times

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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 […]

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

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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 […]

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Netball World Cup superstars headline FPA Women in Wealth 2019

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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 […]

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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 […]

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