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

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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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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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