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

FPA National Roadshow numbers swell in wake of Budget

The Financial Planning Association of Australia (FPA) has seen a strong start to the 2016 FPA National Roadshow in light of recent regulatory changes. Financial planners around the country are meeting to hear about how to best support their clients amid the changes specifically around retirement planning and superannuation reform.

Registrations are well ahead of last year, with over 2,100 planners having registered and more than half of the roadshows yet to take place.

Kicking off in the last week of April, the roadshows began in Frankston and have since made their way through regional Victoria, New South Wales and Northern Queensland. Running right up until July, the roadshows will also visit financial planners in the nation’s capital cities.

With updates to legislation, as well as strategies in areas of further advice and aged care at the forefront, the feedback from the first round of roadshows has been extremely positive.

Dante De Gori CFP®, FPA CEO, said: “We have had an overwhelmingly positive response to the roadshows so far, with planners appreciating support and guidance on how to navigate industry changes and how to best support their clients during this transition period.”

Updates to legislative changes have been a major talking point at the roadshows, following the updated education and professional standards package announced by The Hon Kelly O’Dwyer.

“Our members have responded positively to the more flexible timelines afforded to existing advisers to meet new standards and the decision that they can continue practising without a bachelor’s degree. They now eagerly await details to be developed by the education body and the FPA will support them throughout this process,” Mr De Gori said.

Mr De Gori highlighted the 2016 Federal Budget as another major topic of discussion, with superannuation reforms forcing planners to review client files and reconsider approaches for pre-retiree clients.

“This year’s roadshows are playing a vital role in providing planners with the information and guidance they need to adequately support their clients in adapting to forthcoming reforms to superannuation. Many Australians will need to review their goals and objectives when it comes to super, and we are here to help planners provide the best possible advice when it comes to making those changes.”

The FPA has also continued in its tradition of circulating workbooks during roadshows, with the practical tools and frameworks being very well received by delegates.

“The FPA is dedicated to providing planners with the practical tools and expert knowledge they need to provide clients of all demographics with quality, targeted financial advice,” said Mr De Gori.

For more information on the FPA National Roadshow and to register visit: