The Financial Planning Association of Australia The Financial Planning Association of Australia

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FPA Congress sets financial planners on growth trajectory

The Financial Planning Association of Australia (FPA) attracted over 1,000 delegates from around the country to the 2016 FPA Professionals Congress in Perth from 23-25 November, where the ‘Future Ready’ theme was enthusiastically embraced by the financial planning community. The sold out Future2 Gala Dinner and the record attendance at the Women in Financial Planning […]

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TPB recognises CFP® Certification Program as approved course in Australian Tax Law

The Financial Planning Association of Australia (FPA) has secured recognition for the CFP® Certification Program as an approved course in Australian Tax Law by the Tax Practitioners Board (TPB). CFP® professionals who have completed units CFP 1-5 after 1 January 2016, will be deemed to have completed the Australian Tax Law subject, and will only […]

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Future2 grants over $147,000 for disadvantaged young Australians

Future2, the philanthropic arm of the Financial Planning Association of Australia (FPA), has awarded over $147,000 in grants this year to community not-for-profit organisations with programs for socially and financially disadvantaged young Australians. It represents an almost 30 percent increase on the $115,000 awarded by Future2 last year through its Future2 Make the Difference! annual […]

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Kathy Havers wins Future2 community service award for second time

The Financial Planning Association of Australia (FPA) has tonight announced Kathy Havers CFP® from Catalyst Financial Group in Melbourne, as the winner of the 2016 Future2 Community Service Award. Ms Havers also won the Award in 2014. FPA CEO Dante De Gori said, “Kathy is a well-deserved winner of this award. Her tireless commitment to […]

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FPA announces impending Money & Life website launch

The Financial Planning Association of Australia (FPA) has announced it will soon launch Money & Life, an online destination designed to help Australians improve their financial wellbeing. The site will offer regular content that empowers and educates Australians with up-to-date information, practical tips and inspiring real life stories to help them manage their finances. Money […]

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FPA Award winners and top performers recognised at FPA Congress

The Financial Planning Association of Australia (FPA) has announced the winners of the 2016 FPA Awards and the latest winner of the Gwen Fletcher Memorial Award at the opening keynote session of the FPA Professionals Congress today in Perth. Taking out the FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year Award is Tony Sandercock of […]

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FPA receives ASIC Professional Code approval

The Financial Planning Association of Australia (FPA) announced today that ASIC has approved the FPA Professional Ongoing Fees Code, providing FPA members with an alternative to the opt-in laws when engaging clients in an Ongoing Fee Arrangement. The Code will be available from 1 July 2017 to FPA practitioner members (CFP® professionals and Financial Planner […]

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FPA welcomes introduction of Professional and Education Standards Legislation into Parliament

The Financial Planning Association of Australia (FPA) welcomes the Government’s introduction of legislation on the Professional Standards and Education Framework into Parliament today. The legislation, if approved, will be effective from 1 July 2017 and involve the establishment of an independent standards setting body to ensure more rigorous and clear education standards for any practising […]

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FPA Awards shortlist reveals outstanding talent

The Financial Planning Association of Australia (FPA) has announced the shortlist for all six categories of the 2016 FPA Awards. The awards celebrate individuals and businesses who demonstrate a commitment to delivering excellent outcomes for clients, and those who have made a notable contribution to their local community. The awards also recognise academic excellence amongst budding […]

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FPA welcomes imminent introduction of Education and Professional Standards Legislation

The Financial Planning Association of Australia (FPA) has welcomed today’s announcement that the Government’s planned legislation to mandate professional standards for financial planners will be introduced by the end of the year. Commenting on today’s announcement by the The Hon. Kelly O’Dwyer MP, Ben Marshan CFP®, Head of Policy and Government Relations, said the FPA […]

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