Majority of financial planners believe practices with outdated technology will not survive: report

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The COVID-19 pandemic has increased demand for financial advice, but financial planning professionals are warning that the role of technology could make or break financial planning practices across Australia. CoreData

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FPA launches Aged Care Specialist designation for financial planning professionals

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The Financial Planning Association of Australia (FPA) has announced the launch of the FPA Aged Care Specialist professional designation in collaboration with Aged Care Steps’ Accredited Aged Care Professional™ program.

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FPA names Semester 2, 2020 winner of Gwen Fletcher Memorial Award

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The Financial Planning Association of Australia (FPA) has named Jacob McCudden of Back To Back Financial Planners in Young NSW as the Semester 2, 2020 winner of the Gwen Fletcher

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Future2 Foundation announces new Chair and Deputy Chair

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The Future2 Foundation is pleased to announce the appointment of Ms Julie Berry CFP®GAICD as Chair and of Ms Olivia Maragna CFP® as Deputy Chair to lead the foundation of the

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Imminent Hayne reform has major ramifications for affordability of financial advice and the future of financial planning

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The Financial Planning Association of Australia (FPA) has warned that the establishment of a single disciplinary body must be used to reduce red tape and untangle an unreasonably complex regulatory

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Zurich and OnePath Life launch industry-wide mental health support for financial advisers

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Timed in recognition of R U OK? Day, Zurich Life & Investments and OnePath Life have launched a Holistic Adviser Wellbeing Toolkit, an industry-first that provides mental health and wellbeing

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2020 FPA Award nominations open with new category acknowledging innovation and automation

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The Financial Planning Association of Australia (FPA) is calling for nominations to the 2020 FPA Awards, an annual program recognising excellence by the FPA members in financial planning and notable

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FPA partners with Kaplan Professional and RMIT University

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The Financial Planning Association of Australia (FPA) has partnered with two education providers, Kaplan Professional and RMIT University, which will allow financial planners to combine a Master of Financial Planning degree

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FPA names Allen Ozdil as the Semester 1, 2020 winner of Gwen Fletcher Memorial Award

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The Financial Planning Association of Australia (FPA) has named Mr Allen Ozdil of Pitcher Partners in Melbourne, Victoria, as the Semester 1, 2020 winner of the Gwen Fletcher Memorial Award.

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FPA launches Virtual Congress masterclass series for 2020

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The Financial Planning Association of Australia (FPA) is pleased to announce the 2020 FPA Virtual Congress masterclass series, which will go live on 9 July. The FPA is offering its Congress format

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