FPA announces latest winner of Gwen Fletcher Memorial Award

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The Financial Planning Association of Australia (FPA) is delighted to announce Erica Cummins of Graham Wealth in Swan Hill, Victoria, as the latest 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 final unit of the CFP® Certification Program […]

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Financial planners will join together to connect, cultivate and communicate at FPA Professionals Congress in Sydney

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The Financial Planning Association of Australia (FPA) is pleased to announce that registrations are now open for the 2018 FPA Professionals Congress, to be held in Sydney from 21-23 November 2018. The largest annual event of the financial planning calendar is being held at the International Convention Centre (ICC) in Sydney this year. Around 1,000 […]

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Budget 2018: A focus on minor adjustments, rather than sweeping reforms

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The Financial Planning Association of Australia (FPA) welcomed measures to simplify income tax and introduce greater flexibility into the superannuation system. FPA CEO Dante De Gori CFP said: “Offering relief from household budget pressures allows families to imagine a future in which their financial goals are met, and may even open the door to investment.” […]

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FPA confirms majority of its members are degree qualified

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With over 3,200 members responding so far, results from the Financial Planning Association of Australia (FPA) member questionnaire on the recent Financial Adviser Standards and Ethics Authority (FASEA) announcements show the high level of financial planner interest in this topic, and indicate the majority FPA members are degree qualified. The results give an early indication […]

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Education and professional standards in the spotlight at 2018 FPA National Roadshow

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The 2018 Financial Planning Association of Australia (FPA) National Roadshow will provide members with the chance to learn more about the facts around the proposed Financial Adviser Standards and Ethics Authority (FASEA) education and professional standards. Kicking off in South East Melbourne, Victoria, on Wednesday 18 April, the 2018 FPA National Roadshow will visit 33 […]

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FPA welcomes FASEA’s proposed guidance on qualification pathways for existing planners

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The Financial Planning Association of Australia (FPA) welcomes the Financial Adviser Standards and Ethics Authority (FASEA) announcement that provides clarity on incoming mandatory education pathways for existing financial planners. The FPA supports the guidance provided and the opportunity to contribute to the consultation process, and will be working closely with FASEA, the education sector and […]

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FPA Congress inspires financial planners to embrace change

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The Financial Planning Association of Australia (FPA) attracted over 1,100 delegates from around the country to its sold out 2017 FPA Professionals Congress in Hobart last week where financial planners were encouraged and equipped to embrace technological, social and regulatory change. The Future2 celebration at MONA (Museum of Old and New Art) and the Women […]

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Australia’s top performing financial planners honoured at FPA Congress

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The Financial Planning Association of Australia (FPA) has announced the winners of the 2017 FPA Awards, Gwen Fletcher Memorial Award, and Future2 Community Service Award at the opening keynote session of the FPA Professionals Congress today in Hobart. Taking out the coveted FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year Award is Michael Hayward CFP® […]

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FPA encourages financial planners to explore fintech solutions that improve client engagement, drive cost reduction and boost operational efficiency

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A new white paper from the Financial Planning Association of Australia (FPA), entitled Mapping Fintech to the Financial Planning Process: Why Fintech is not a Threat, proposes that through the appropriate adoption of fintech, financial planners can achieve greater revenue generation, reduce client costs, and serve more clients with differing levels of advice needs and […]

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Awards finalists unveiled ahead of FPA Professionals Congress

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The Financial Planning Association of Australia (FPA) has announced the shortlist for all six categories of the 2017 FPA Awards ahead of the presentation ceremony at FPA Professionals Congress in Hobart on 23 November. Recognising outstanding planners, paraplanners, students and practices, the awards celebrate individuals and businesses who demonstrate a commitment to delivering excellent outcomes […]

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