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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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FPA urges universities to offer financial planning programs

The Financial Planning Association of Australia (FPA) has called on universities and other education providers across Australia to work with planning professionals in developing subjects and degree programs in light of the professional standards and timeframes announced by Minister Kelly O’Dwyer in April this year. Working with the Financial Planning Education Council (FPEC), the FPA […]

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Queensland Australian of the Year to address 2016 FPA Professionals Congress

Queensland Australian of the Year, writer and broadcaster Catherine McGregor AM will be the speaker for the annual Women in Financial Planning Breakfast at the Financial Planning Association (FPA) Professionals Congress in Perth. Dante De Gori CFP®, CEO of the FPA said Catherine is an ideal fit for this year’s event. “In line with this […]

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Financial Planning Week highlights opportunity for financial planners

The Dare to Dream campaign resonated with Australians and received strong support from FPA members The 16th annual Financial Planning Week, run by The Financial Planning Association of Australia (FPA) has successfully concluded, revealing a big opportunity for financial planners to help more Australians realise their financial dreams. Dante De Gori CFP®, CEO of the […]

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All-star speaker line-up announced for FPA Professionals Congress

Thought leaders from worlds of sport, media, medicine and aviation announced. The Financial Planning Association of Australia (FPA) is thrilled to announce the full line-up of keynote speakers for the 2016 FPA Professionals Congress. FPA CEO, Dante De Gori, CFP® said this year’s diverse set of speakers is one of the strongest yet, with Ange Postecoglou, Tracey […]

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FPA welcomes removal of lifetime cap on super contributions

The Financial Planning Association of Australia (FPA) has responded positively to the Government’s decision today to dismiss the proposed $500,000 lifetime cap on non-concessional super contributions, to be replaced by a new annual cap of $100,000. Benjamin Marshan CFP®, FPA Head of Policy and Government Relations, welcomed the removal of the retrospective aspect of the […]

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