FPA announces new Board member

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The Financial Planning Association of Australia (FPA) has announced Mark Rantall CFP® will finish his term as an FPA Board director, effective 28 February 2018. Mr Rantall, who served as FPA CEO from July 2010 to February 2016, has provided an invaluable advisory role to the FPA as a Board member since then. Newly appointed […]

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Dante De Gori CFP® begins role as FPA CEO

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The Financial Planning Association of Australia (FPA) former General Manager of Policy and Conduct, Dante De Gori, has officially taken over as Chief Executive Officer (CEO) of the FPA. Mark Rantall, CEO since 2010, will remain on the FPA Board as a non-executive director. An internal appointment, Mr De Gori has been integral in representing […]

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FPA connects more Australians with quality advice through enhanced ‘Find a Planner’ technology

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The Financial Planning Association of Australia (FPA) is connecting more consumers with FPA members via its enhanced ‘Find a Planner’ tool. The ‘Find a Planner’ directory enables consumers to search for a local financial planner. The latest enhancements now enable consumers to contact financial planners directly, through a new ‘Send a Message’ feature. Financial planners […]

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FPA welcomes standards legislation but says some elements ‘not workable’

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The Financial Planning Association of Australia (FPA) has welcomed the Government’s move to enshrine higher educational and professional standards for financial planners in legislation, but has cautioned some elements are “not workable”. Minister for Small Business and Assistant Treasurer, the Hon Kelly O’Dwyer has released the draft legislation, which is a response to the Government’s […]

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FPA and ING DIRECT announce National Advice Partnership

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The Financial Planning Association of Australia (FPA) and ING DIRECT yesterday announced the launch of a pilot national advice referral program that will connect ING DIRECT Living Super customers with FPA Professional Practices across the country. The nine-month pilot commences next month and will be available to ING DIRECT Living Super customers who have asked for […]

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Global survey find trust the biggest barrier for Australians in receiving professional financial advice

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Australians are twice as likely to turn to family and friends for information (41%) on financial matters and planning as they are to turn to a professional financial planner (23%), according to a global study by the Financial Planning Standards Board (FPSB), in conjunction with the Financial Planning Association of Australia (FPA). The survey found […]

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FPA Professionals Congress exceeds expectations – Perth for 2016

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The Financial Planning Association of Australia (FPA) has confirmed Perth as the venue for its 2016 FPA Professionals Congress after this year’s event exceeded expectations. The two-and-a-half day Congress at the Brisbane Convention Centre attracted almost 1,000 delegates from around the country. The event created a buzz on social media and the #FPACongress conversation trended […]

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FPA Board announces new CEO at Professionals Congress

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The Board of the Financial Planning Association (FPA) announced yesterday that senior FPA executive Dante De Gori will take over as Chief Executive Officer when the current CEO Mark Rantall steps down from the role to focus on non-executive director positions at the end of February 2016. Speaking at the opening of the FPA Professionals Congress […]

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Financial planners gather to ‘shape futures’ at FPA Professionals Congress

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The financial planning community gathers in Brisbane this week for the 2015 annual Financial Planning Association of Australia (FPA) Professionals Congress, running from tomorrow to 20 November. Mark Rantall, CEO of the FPA, said the Professionals Congress brought together Australia’s largest community of professional financial planners to discuss how financial planning practitioners can equip themselves […]

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FPA selects top financial planners for 2015 Awards

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The winners of the 2015 Financial Planning Association of Australia (FPA) Awards have been chosen and will be revealed next week at the FPA Professionals Congress on the 18 – 20 of November in Brisbane. The fourth Gwen Fletcher Memorial Award winner has also been confirmed and will be announced at the event. According to […]

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