FPA releases its complete set of recommendations to FASEA

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The Financial Planning Association of Australia (FPA) has today publicly shared copies of its final recommendations that were submitted to the Financial Adviser Standards and Ethics Authority (FASEA) at the close of last month, calling for enhancements to the proposed guidance on the framework for financial advisers. The FPA received over 7,000 responses from its […]

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Peter Costello AM, Stephen M. R. Covey and 9-year old Finn Vicars to headline this year’s FPA Congress opening keynote

The Financial Planning Association of Australia (FPA) is pleased to announce the three opening keynote speakers for the 2018 FPA Professionals Congress, to be held in Sydney from 21-23 November 2018. Peter Costello AM, ​Chairman of the Australian Future Fund, Nine Entertainment Corporation and former Treasurer of the Commonwealth of Australia, along with Stephen M. […]

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Parents struggle to raise Invisible-Money Generation kids

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The Financial Planning Association (FPA) of Australia has identified a new generation of children and teenagers born since the Year 2000 it calls the “Invisible-Money Generation” — those aged 18 years and below for whom money is often unseen in the form of online transactions, credit and debit cards, and ‘tap and go’. The report […]

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FPA to ‘Share the Dream’ this Financial Planning Week

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The Financial Planning Association of Australia (FPA) has announced “Share the Dream” as its theme for the 18th annual Financial Planning Week (20-26 August 2018). The campaign this year aims to raise awareness about the importance of parents having frequent and open conversations with their children about money. The FPA will kick-off Financial Planning Week […]

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Groundbreaking US author and financial expert to speak at 2018 FPA Professionals Congress

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The Financial Planning Association of Australia (FPA) is delighted to announce that American author and financial services expert Mitch Anthony has been confirmed as a keynote speaker for the 2018 FPA Professionals Congress, taking place in Sydney on the 21-23 November 2018. Recognised around the globe for his pioneering work in life-centred planning, Mitch Anthony […]

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Calling all FPA members: Nominations for 2018 FPA Awards open

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The Financial Planning Association of Australia (FPA) is calling for FPA members to make submissions for the 2018 FPA Awards, a program that recognises excellence in financial planning and the notable contributions made by members to local communities. The Awards acknowledge the achievements of outstanding planners, paraplanners, students and practices, and celebrate the individuals and […]

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Leading American change-maker to address 2018 FPA Professionals Congress

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The Financial Planning Association of Australia (FPA) is excited to announce that inspirational American philanthropist and change-maker Alex Sheen has been confirmed as the first of the keynote speakers for the 2018 FPA Professionals Congress, taking place in Sydney on the 21- 23 November. This is Mr Sheen’s first visit to Australia Founder of the […]

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FPA gathers member feedback on FASEA’s proposed Financial Adviser Examination

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The Financial Adviser Standards and Ethics Authority (FASEA) has invited stakeholders to provide feedback on its proposed guidance on the Financial Adviser Examination. The Financial Planning Association of Australia (FPA) has issued an online questionnaire to gather member views on the exam so that it can provide a written submission to FASEA on behalf of […]

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FPA calls for financial advice education to be recognised by FASEA

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The Financial Planning Association of Australia (FPA) submitted recommendations to the Financial Adviser Standards and Ethics Authority (FASEA) on Friday 29 June in response to its consultation paper on the proposed guidance on education pathways for all financial advisers. The submission is based on the feedback of 3,393 FPA members who responded to the FPA’s […]

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FPA responds to ASIC SMSF Report

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The Financial Planning Association of Australia (FPA) acknowledges the findings of ASIC’s report into self-managed superannuation fund (SMSF) member experiences and supports the practical tips it provides to financial planners to improve the quality of SMSF advice they give to clients. ASIC Report 575 SMSFs: Improving the quality of advice and member experiences engaged an […]

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