AdviserLogic Training offers CPD points

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Authorised representatives who take part in training for their AdviserLogic software will be eligible for up to four Financial Planning Association (FPA) Continuing Professional Development (CPD) points as of 27 October 2014. Head of Product Development, Daniel Gara, says the CPD accreditation is another demonstration of AdviserLogic’s commitment to help advisers to perform at their […]

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Band-aid solution: FPA replies to call for Board to oversee advice industry

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The Financial Planning Association of Australia (FPA) yesterday rejected the Financial Services Council’s (FSC) call for a new statutory advice board to oversee the Australian financial advice industry, labelling it ‘another band-aid solution’. The FSC yesterday called for the establishment of a new Board to control education and professional standards in the financial planning and […]

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FPA calls for further focus on improving planner education standards

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The Financial Planning Association of Australia (FPA) continues to champion the need to change current education requirements within the financial planning profession, focusing heavily on this in its recent submission to the Parliamentary Joint Committee (PJC) Inquiry. According to Mark Rantall, CEO of the FPA, the submission’s focus on increasing minimum education standards and requirements […]

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Aussies’ top financial concerns revealed

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The 14th annual Financial Planning Week (FP Week) wrapped up this week, and has revealed that Australians are most concerned about retirement, home loans, superannuation and the best way to invest their hard earned savings. The results of the campaign, run by the Financial Planning Association of Australia (FPA), have also shown that Australians aged between […]

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Ray Martin to open FPA Congress

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The Financial Planning Association of Australia (FPA) has announced that celebrated journalist, Ray Martin, will open this year’s Professionals Congress. Ray will be hosting a discussion with three other inspiring Australians: Jihad Dib, Tara Moss and Ita Buttrose, to kick off the event which will be held in Adelaide from the 19 – 21 November. […]

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New education standards raise the bar for financial planning profession

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The Financial Planning Association of Australia (FPA) strongly supports moves by Australia’s largest financial planning groups to lift the education standards of financial planning professionals, calling it a positive step in the right direction for the profession and its clients. Mark Rantall, CEO of the FPA, said: “Australians have the right to know that when they […]

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14th Annual Financial Planning Week kicks off

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FPA continues commitment to consumers Regardless of age, one thing is for certain – Australians could be doing more to make their financial future look brighter. And often it is about taking some simple steps, setting up good habits and seeking sound advice, rather than having a ton of money or a complex financial plan. […]

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Calling all planners: coveted financial planning awards now open

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The search for Australia’s top financial planners has kicked off again with submissions to the prestigious 2014 Financial Planning Association of Australia (FPA) Awards now open. Mark Rantall, CEO of the FPA, says that the awards are timely given recent events in the industry, “As a profession, we have been under intense scrutiny in the […]

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FPA announces Andrew Denton, Maggie Beer and more for 2014 Professionals Congress

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The Financial Planning Association of Australia (FPA) has announced broadcaster and television personality Andrew Denton as a keynote speaker for its 2014 Professionals Congress in Adelaide and renowned food personality Maggie Beer for the Women in Finance Breakfast. The FPA has also revealed a comprehensive workshop agenda covering technical skills, best practice, personal development and […]

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FPA supports national campaign to improve financial literacy

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The Financial Planning Association of Australia (FPA) has welcomed the National Financial Literacy Strategy 2014-17, launched last Friday by ASIC. The FPA is committed to ensuring that consumers have access to the best financial advice. It sees financial literacy as key to this process, allowing consumers to confidently make decisions in terms of finding the right […]

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