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- FAAA calls for retrospective impact of the CSLR on financial advisers to be urgently resolved
- FAAA launches financial literacy workshop for high school students
- Strong progress regarding the tax deductibility of upfront advice fees can be further strengthened
- FAAA launches 2024 Roadshow series
- Culture & Communities Committee (CCC) changes
- FAAA fully supports proposed changes to financial adviser exam
- FAAA outlines priorities and expectations for 2024
- FAAA hires new Head of Marketing and Communications
- Removing product issuers from fee consent forms the way forward to reduce red tape, says FAAA
- New ATO guidance on tax deductibility of financial advice fees released
- FAAA deeply concerned about Minister Jones’ QAR announcements, says response could wind clock back five years
- The best of financial planning in Australia recognised at inaugural FAAA Awards
- Future2 Foundation awards $148,500 in grants to 15 community programs through its annual Make the Difference grants program
- FAAA launches dedicated Career Centre for financial advice profession
- FAAA welcomes the release of the draft legislation.
- Female adviser mentoring program with over 130 mentees concludes after resounding success
- FAAA names Gwen Fletcher Memorial Award winner for semester two
- Financial Services Minister Stephen Jones answers key questions from members at a series of briefings across the country
- New board members for FAAA
- FAAA seeks member feedback on new policy platform
- World Financial Planning Day a chance to celebrate the good in advice and bust some long-standing myths
- APRA performance test results
- Nominations are now open for the inaugural FAAA Awards program
- Remembering Dugald Mitchell OAM
- Future2 Foundation broadens its scope and opens applications for the 2023 Make the Difference! Grants program
- FAAA appoints new marketing and communications manager
- FAAA Congress theme is financial planning profession ‘growing together’ as one
- Over 80% of practitioner FAAA members already renewed, with more to come
- FAAA extremely concerned by drastic and unfair increase in estimated ASIC levy
- Financial Services Compensation Scheme of Last Resort: FAAA
- FAAA announces Gwen Fletcher Memorial Award recipient
- FAAA CFP® professional awarded OAM
- FAAA responds to Quality of Advice Review recommendations
- Lack of consultation on Treasury regulation disappointing: FAAA
- BUDGET 2023: FAAA says few surprises in the Federal Budget for financial advisers
- FAAA supports a better-targeted experienced pathway and more flexibility for qualifying courses
- Consultation launched for experience pathway
- FPA releases new cybersecurity guidance to members
- FPA and AFA members vote to merge
- FPA names winner of Gwen Fletcher Memorial Award for 2022 Summer Semester
- FPA welcomes QOA final report and shake-up of consent requirements, DDO and SOAs
- FPA and AFA announce EGM dates to vote on proposed merger – Reveal proposed name for merged association.
- SMSF Association and FPA launch SMSF Specialist Advisor pathway
- Future2 Foundation announces grant recipients.
- Merger consultation period to close soon
- FPA welcomes handing down of Quality of Advice Review final report to Government
- ATO consultation on tax deductibility of financial advice fees welcome: FPA
- FPA and AFA enter second round of member consultation
- ALRC should prioritise advice regulations: FPA
- FPA Professionals Congress reunites members and resets agenda
- The best of the best financial planners awarded at 2022 FPA Professional Congress
- Levy reveals latest thinking at FPA Professionals Congress
- Financial advice and the 100 year life
- Update on FPA and AFA merger proposal
- FPA announces new Board appointments
- FPA welcomes Federal Budget, looks forward to further reforms in May 2023
- FPA announces finalists of the 2022 FPA Awards
- FPA seeks broader scope for CSLR and extension of ASIC levy freeze for another year in Pre-Budget Submission
- FPA joins with global network to mark World Financial Planning Day
- Australians who engage a financial planner have a better quality of life: FPA launches inaugural Value of Advice index
- Financial Planning Week to take place from 3-9 October 2022, FPA to launch new research into the value of advice
- FPA welcomes Quality of Advice Review’s principles-based approach to regulating advice
- FPA places submission to Treasury on financial adviser education standard
- FPA Professionals Congress: an opportunity to “Reunite, Reset” Early bird pricing closing soon
- FPA welcomes CSLR but cautions on scope
- FPA releases updated Professional Code in a move to principles-based regulation of members
- FPA and AFA agree to explore merger proposal
- The Joint Associations Working Group welcomes the Quality of Advice Review Proposal Paper
- FPA launch new series of event and activities for CFP® professionals
- FPA calls for urgent and immediate continuation of ASIC industry levy freeze and a fairer approach to costs for planners
- Registration opens for FPA’s Future2 Foundation Six Foot Track Challenge
- Grant applications now open for the 2022 Future2 Foundation grants
- ASIC’s Dixon Advisory complaints call demonstrates urgent need for broad-based CSLR, says FPA
- Latest advice complaints data highlights rapid professionalisation of the sector
- FPA announces winner of Gwen Fletcher Memorial Award
- Associations united in response to quality of advice review
- FPA makes submission to Quality of Advice Review
- FPA welcomes appointment of Stephen Jones to financial services portfolio in an Albanese government
- The FPA looks forward to working with the incoming Albanese Labor Government on issues affecting financial advice
- FPA gearing up for Roadshow Capital City Series
- FPA calls on next Parliament to prioritise CSLR, planner education requirements, ASIC funding model, action on ‘finfluencers’ and regulatory reform
- David Sharpe takes up FPA chair role
- More scrutiny of finfluencers is good news for consumers: FPA
- Small wins in this year’s Federal Budget
- FPA welcomes the release of the terms of reference for the Quality of Advice Review
- FPA makes submission to ALRC review: calls for reduced complexity in legislation
- FPA names first 2022 winner of Gwen Fletcher Memorial Award
- CERTIFIED FINANCIAL PLANNER® professional numbers grow globally in 2021
- FPA welcomes passage of the retirement income covenant
- FPA Professionals Congress rescheduled to November
- FPA calls for changes to education standards proposal
- FPA appoints new CEO
- Future2 commits over $1.5M in grants since inception
- Media statement in response to media enquiry about member fees
- 2021 FPA Award winners revealed
- FPA names second 2021 winner of Gwen Fletcher Memorial Award
- FPA launches Women in Financial Planning Mentoring Program
- Financial planners pay the price on Compensation Scheme of Last Resort: FPA
- MEDIA STATEMENT IN RESPONSE TO THE PASSING OF BETTER ADVICE BILL
- MEDIA STATEMENT IN RESPONSE TO THE FSC’S WHITE PAPER
- Twenty finalists revealed in the 2021 FPA Awards
- Saving money trumps taking a holiday: COVID gives Australians a financial health check
- Statement in response to Treasury’s updates to proposed amendments to DDO
- FPA welcomes the Government’s decision to review the ASIC industry funding model
- FPA appoints Marc Olynyk as new Chair of the Financial Planning Education Council
- Compensation scheme of last resort may be last straw for financial advice industry
- FPA repeats its calls for the Government to review the implementation of the ASIC levy at yesterday’s Senate hearing
- Dante De Gori to step down as Chief Executive Officer of Financial Planning Association of Australia (FPA)
- Response to ASIC’s cost recovery implementation statement 2020-21
- Better Advice Bill creates individual registration in 2023
- FPA to manage and deliver Government’s $1.5 million Women in Finance and Economics Scholarship Program
- Walking the walk on advocacy
- Strength in numbers: FPA’s national roadshows support members with advocacy and new risk advice guidance
- Professional registration should be at the heart of new disciplinary model
- FPA welcomes greater flexibility in superannuation and aged care support announced in 2021 Federal Budget
- Raise funds for young Australians by supporting Future2 Community Challenge this May
- Media statement in response to ASIC regarding findings from consumer research on ‘General Advice’ label
- FPA launches Best Practice File Note Guidance for financial planners
- Response to the government’s release of the draft Single Disciplinary Body legislation for financial planners
- Shameful ASIC fee increase warrants immediate review
- Media statement regarding Melissa Caddick
- FPA names first 2021 winner of Gwen Fletcher Memorial Award
- David Sharpe CFP® named as FPA Deputy Chair
- FPA calls for review of unsustainable ASIC levy as the regulator seeks guidance on affordable advice
- FPA welcomes Senator the Hon Jane Hume’s expanding role
- Use of the terms financial planner and financial adviser
- FPA welcomes announced changes on FASEA
- Financial Planning Education Council announces the winners of the 2020 Financial Planning Academic Research Grants
- FPA makes additional appointment to its Board
- Future2 Foundation increases grants to disadvantaged young Australians in 2020
- 2020 FPA Award winners revealed
- FPA launches Aged Care Specialist designation for financial planning professionals
- FPA names Semester 2, 2020 winner of Gwen Fletcher Memorial Award
- FPA releases 2019/2020 Annual Report
- Future2 Foundation announces new Chair and Deputy Chair
- FPA announces new appointments to Board
- Imminent Hayne reform has major ramifications for affordability of financial advice and the future of financial planning
- Twenty-three finalists revealed for the 2020 FPA Awards
- Financial Planning Research Journal announces Research Excellence Awards
- Redefining the new era of financial planning to better protect consumers
- FPA welcomes support for consumers, retirees and small business owners in 2020-2021 Federal Budget
- Australians engaged in investing for their future after COVID: FPA’s Money & Life Tracker – COVID Edition
- FPA highlights shifts in consumer behaviour and the importance of universal access to financial advice in the “new normal”
- Help young Australians by supporting the Future2 Community Cycling & Walking Challenge
- It’s time to fix our complex and costly regulatory framework
- 2020 FPA Award nominations open with new category acknowledging innovation and automation
- FPA partners with Kaplan Professional and RMIT University
- FPA names Allen Ozdil as the Semester 1, 2020 winner of Gwen Fletcher Memorial Award
- Tax Practitioners Board and FPA sign new MOU
- FPA launches Virtual Congress masterclass series for 2020
- FPA welcomes critical legislative milestone for financial planners
- FPA calls for ASIC to stop financial planner fee gouging
- FPA unveils new consumer advertising campaign tackling the COVID-19 crisis
- FPA welcomes debate of its five-year strategy
- Major overhaul of AFSL system required to reflect new era of professionalism in financial planning
- FPA unveils five-year roadmap for financial planning
- Treasury consultation of stamping fee exemption
- FPA launches free guide for consumers to plan their life on the other side of the pandemic
- FPA response to deferral of Royal Commission recommendations due to COVID-19
- Senator the Hon Jane Hume confirms FASEA extension legislation is on the Senate’s agenda in live FPA webinar
- Strong demand for early super access prompts FPA to launch digital Record of Advice solution for members
- Financial planners asked to nominate their local charities for 2020 Future2 Foundation grants
- Senator the Hon Jane Hume to address key financial planning industry issues in live online FPA event
- Early access to super COVID-19 measure: Joint bodies ensure Australians can easily access professional advice
- FPA welcomes ASIC Regulatory Relief for financial planners around COVID-19
- Consumer group attack on financial planners is unjustified as Australians battle COVID-19 crisis
- FPA READY Index to future proof FPA Professional Practices amid COVID-19 crisis
- FPA urges Australians to seek advice before withdrawing super
- COVID-19 Advice for FPA Members
- FPA committed to supporting the next generation of planners at national event series
- Tips for business continuity during COVID-19 outbreak
- The national opportunity that is financial planning
- Treasury urged to be practical on Hayne reforms as financial advice is pushed out of reach
- Future2 appoints new Director to the Board
- FPA welcomes Labor support for FASEA extension
- Financial Planning Bushfire Pro-Bono Program – Open and ready to help those in need
- FPA partners with Deakin University
- FPA responds to draft legislation addressing Royal Commission recommendations
- FPA welcomes opportunity to consult with Treasury on current stamping fee exemption
- FPA to launch pro bono support program for bushfire impacted Australians
- FPA launches Future of the SOA digital interactive guide
- FPA welcomes AFCA approach to adviser conduct obligations
- Outstanding financial planners recognised at 2019 FPA Congress
- ‘Breaking paper’ key to improved advice experience, says FPA
- FPA releases Evolution of Advice discussion paper
- FPA launches FPA Community peer-to-peer online forum
- FPA welcomes ASIC statement on FASEA Code of Ethics
- FASEA CEO to address FPA Congress on Code of Ethics
- Financial planners set off on Future2 Wheel Classic and Hiking Challenge in Victoria
- Future2 increases grants to disadvantaged young Australians in 2019
- Countdown to 2019 FPA Professionals Congress in Melbourne
- FPA announces new appointments to Board
- FASEA Code of Ethics – less than 50 business days to go and still no consultation
- Awards finalists announced ahead of FPA Professionals Congress
- FPRJ announces winners of new financial planning research awards
- Associations respond to Government’s decision on code monitoring
- Around the world and how to pay
- Raise funds for young Australians by supporting 2019 Future2 Wheel Classic and Hiking Challenge
- Inquiry into FinTech a boon for Australian consumers
- Government extends FASEA deadlines
- ASIC report shows growing demand for financial advice
- FASEA extends education credits for FPA CFP coursework
- Globally recognised financial planning experts to headline 2019 FPA Professionals Congress
- FPA members to receive tuition fee discounts from education providers
- The future is bright: Gen Z and Y would value time with a financial planner, new FPA report finds
- Code Monitoring Australia submits proposal to ASIC
- The Big Splurge: Aussies spend $20 billion on gifts
- Who do women trust with their money and life?
- Consumers could miss out with rush to ban commissions
- Future2 welcomes three new Board Directors
- 2019 FPA Award nominations are open to acknowledge excellence
- FPA launches new My CPD learning solution for members
- The future of financial planning
- New online matching service helps find your perfect money and life CERTIFIED FINANCIAL PLANNER® partner
- Netball World Cup superstars headline FPA Women in Wealth 2019
- Is the CFP® designation still relevant?
- FPA announces latest winner of Gwen Fletcher Memorial Award
- FPA Wellbeing program launched to support mental health as members transition to new professional standards
- FPA welcomes financial services focus in new Morrison Government
- Financial planners asked to nominate charities for 2019 Future2 Foundation grants
- FPA launches Pronup campaign for CERTIFIED FINANCIAL PLANNER® professionals to help more Aussie couples stay together
- FPA raises concerns about impact of AFCA legacy complaints rule changes on professional indemnity market
- FPA appoints Dale Boucher as new Chair of Conduct Review Commission
- General advice should not be labelled advice at all, says FPA
- A balanced budget for all Australians, says FPA
- FPA CFP® Certification Program first professional designation program accredited by FASEA
- FPA rolls out online diagnostic tool designed to help identify fintech solutions
- FPA visits 33 locations to help rally and support financial planners facing change together
- FPA launches new Careers in Financial Planning networking events across Australia to inspire next generation of planners
- FPA launches Return to Learn online education hub to help financial planners navigate FASEA standards
- Two members suspended by Conduct Review Commission
- FPSB reports record number of CFP® professionals worldwide
- FPA committed to rebuilding trust in financial planning following publication of Royal Commission report
- A landmark code monitoring cooperation agreement announced by professional associations
- FPEC announces winners of the 2018 Financial Planning Academic Research Grants
- FASEA CEO takes to stage and fields Q&A at FPA Congress
- Australia’s top performing financial planners honoured at FPA Congress 2018
- New FPA Fintech Buyers Guide helps financial planners decide what and if technology will help them
- New online matching service pairs people with planners
- Strong start for new Future2 Foundation Chair
- FPA responds after FASEA releases Summary of Standards
- FASEA CEO Stephen Glenfield to make first public address at FPA Congress in Sydney
- Financial planners work up a sweat to exceed target for disadvantaged young Australians
- FPA Conduct Review Commission imposes $50,000+ in fines on Sam Henderson
- Future2 reaches $1 million milestone in grant giving to disadvantaged young Australians
- FPA lodges expression of interest to ASIC to establish a Code Monitoring Body
- Awards finalists revealed ahead of FPA Professionals Congress
- FPA Board announces Marisa Broome CFP® as new Chair
- FPA Conduct Review Commission hands down determination for Sam Henderson case
- Plan Well to Live Well on World Financial Planning Day, says FPA
- Financial planning needs more women, says FPA
- FPA appoints Ken Whitton CFP® to strengthen Professional Practice program
- Big win for consumers: Financial planners to sign statutory declarations under commonwealth legislation
- FPA releases its complete set of recommendations to FASEA
- No pocket money for more than a quarter of Aussie kids
- Peter Costello AM, Stephen M. R. Covey and 9-year old Finn Vicars to headline this year’s FPA Congress opening keynote
- Parents lie and borrow money from their kids
- Parents struggle to raise Invisible-Money Generation kids
- Groundbreaking US author and financial expert to speak at 2018 FPA Professionals Congress
- Calling all FPA members: Nominations for 2018 FPA Awards open
- Leading American change-maker to address 2018 FPA Professionals Congress
- FPA congratulates FASEA on releasing consultation papers
- FPA responds to ABC Four Corners ‘Money for Nothing’ report
- FPA calls for financial advice education to be recognised by FASEA
- FPA responds to ASIC SMSF report
- FPA clarifies its position on licensing
- FPA announces latest winner of Gwen Fletcher Memorial Award
- Financial planners will join together to connect, cultivate and communicate at FPA Professionals Congress in Sydney
- Future2 calling cyclists and hikers to help raise funds for young Australians in need
- Financial planners asked to nominate their favourite charity
- How much does it cost to see a financial planner?
- Budget 2018: A focus on minor adjustments, rather than sweeping reforms
- FPA confirms majority of its members are degree qualified
- Future2 grants $10,000 to Byron Youth Services financial literacy program
- Sharon Taylor appointed as new Chair of FPEC
- 1700 FPA members respond to FASEA questionnaire in 24 hours
- FPA gathers member feedback on FASEA’s new guidance on proposed education standards and Code of Ethics
- For everyday Australians, financial advice has never looked so good
- Education and professional standards in the spotlight at 2018 FPA National Roadshow
- FPA announces new Board member
- Future2 grants $5,000 to Special Olympics Australia in Mackay
- Mark Brimble steps down as Chair of FPEC
- FPSB reports record number of CFP® professionals worldwide
- FPA joins global effort against cancer on World Cancer Day
- FPEC announces winners of the 2017 Financial Planning Academic Research Grants
- FPA submission supports strengthening penalties for unlicensed operators
- FPA Congress inspires financial planners to embrace change
- FPA encourages financial planners to explore fintech solutions that improve client engagement, drive cost reduction and boost operational efficiency
- FPA philanthropy at the heart of the financial planning profession
- Australia’s top performing financial planners honoured at FPA Congress
- AFL legend Shane Crawford to join Tasmanian cycling challenge
- Future2 grants $823,000 for disadvantaged young Australians
- FPA welcomes FASEA’s announcement to adopt FPEC
- Leading social entrepreneur to address 2017 FPA Professionals Congress
- Awards finalists unveiled ahead of FPA Professionals Congress
- FPA launches Women in Wealth events in Brisbane and Sydney
- FPA highlights the importance of financial capability on World Financial Planning Day
- FPA joins global financial planning community to celebrate first World Financial Planning Day
- FPA submits financial advice competition recommendations to Productivity Commission
- FPA’s partnership with Banqer to boost financial literacy in schools
- Influential couples to close out FPA Professionals Congress in style
- What’s your money destiny?
- Australians’ biggest financial regrets and how to avoid them
- New research links living your dream life with financial planning
- Leading edge speakers unveiled for FPA Professionals Congress
- FPA congratulates FASEA on appointment of inaugural CEO
- FPA ready for ‘Live the Dream’ Financial Planning Week
- FPA submission recommends further amendments to ASIC’s new example SOA
- Roadshow poll indicates strong member support for FPA’s education standards proposals
- Call out to FPA members: 2017 FPA Awards entries open
- FPA announces latest winner of Gwen Fletcher Memorial Award
- FPA to launch Pro Bono Program with Cancer Council
- Financial planners up for the challenge at FPA Professionals Congress in Hobart
- New education standards a hot topic as FPA Roadshow gathers momentum
- A levy here, a levy there – FPA responds to mixed Budget
- FPA announces new Chair for Conduct Review Commission
- FPA launches new campaign to highlight benefits of financial advice for all Australians
- FPA congratulates Government on Financial Adviser Standards and Ethics Authority appointments
- FPA joins forces with FEW to support growth of female financial planners
- FPA advocates for affordable financial advice
- FPA acknowledges findings of ASIC report into how large institutions oversee financial advisers
- FPA Roadshows to guide planners on the path to higher professional standards
- Corporations Amendment (Life Insurance Remuneration Arrangements) Bill 2016 passes through Parliament
- FPA congratulates Government on passing of Professional Standards and Education legislation
- FPA bans member for professional standards breach
- FPA Congress sets financial planners on growth trajectory
- TPB recognises CFP® Certification Program as approved course in Australian Tax Law
- Future2 grants over $147,000 for disadvantaged young Australians
- Kathy Havers wins Future2 community service award for second time
- FPA announces impending Money & Life website launch
- FPA Award winners and top performers recognised at FPA Congress
- FPA receives ASIC Professional Code approval
- FPA welcomes introduction of Professional and Education Standards Legislation into Parliament
- FPA Awards shortlist reveals outstanding talent
- FPA welcomes imminent introduction of Education and Professional Standards Legislation
- FPA urges universities to offer financial planning programs
- Queensland Australian of the Year to address 2016 FPA Professionals Congress
- Financial Planning Week highlights opportunity for financial planners
- All-star speaker line-up announced for FPA Professionals Congress
- FPA welcomes removal of lifetime cap on super contributions
- FPA responds to draft legislation to enact super changes
- Back by popular demand: Andrew Denton to speak at FPA Professionals Congress
- New research shows a financial plan is the missing link to Australians realising their dreams
- FPA Professionals Congress program to inspire, engage, evolve and grow planners’ careers
- It’s a win for the FPA 2016 Professionals Congress: Olympic medalist joins speaker line-up
- Jane Caro joins FPA as Ambassador for Financial Planning Week
- Calling all FPA members: FPA Awards now open
- International ethicist to speak at FPA 2016 Professionals Congress
- FPA National Roadshow wraps up to unprecedented attendance
- FPA campaign drives Australians to seek quality financial advice
- FPA appointments strengthen policy and membership teams
- Election: Financial Planning Association of Australia comments
- Fourth female planner takes out Gwen Fletcher Memorial Award
- Planners congregate as FPA National Roadshow hits Perth
- Financial planners to face the future head on at 2016 Congress
- FPA National Roadshow numbers swell in wake of Budget
- FPA bolsters team to support financial planners and grow the profession
- FPA calls 2016-17 Federal Budget changes “Super Spaghetti”
- FPA welcomes clarification of education and professional standards reforms
- FPA urges Government to consider importance of the long term interest of super in Australians’ retirement preparedness
- FPA welcomes strengthened powers and increased funding for ASIC but cautions a user pays model that disadvantages small business
- Royal Commission could disrupt financial advice reform, says FPA
- FPA national consumer campaign drives awareness of CFP® mark
- Agribusiness Senate Report: FPA supports recommendations, calls for further comprehensive reform
- FPA roadshows to support planners in delivering a superior client experience
- Dante De Gori CFP® begins role as FPA CEO
- FPA connects more Australians with quality advice through enhanced ‘Find a Planner’ technology
- FPA maintains push for changes to transition requirements
- FPA welcomes TPB appointments
- Global survey finds trust the biggest barrier for Australians in receiving professional financial advice
- FPA welcomes standards legislation but says some elements ‘not workable’
- FPA and ING DIRECT announce National Advice Partnership
- FPA Professionals Congress exceeds expectations – Perth for 2016
- Australia’s top financial planner honoured at FPA Professionals Congress
- FPA announces 2015 Financial Planner AFP® of the Year
- Queenslanders take out top FPA academic achievement awards
- Future2 grants over $115,000 to young Australians in need
- FPA Board announces new CEO at FPA Professionals Congress
- Future2 award recognises financial planners who give back
- Financial planners gather to ‘shape futures’ at FPA Professionals Congress
- FPA selects top financial planners for 2015 Awards
- FPA welcomes ‘fair and workable’ Government announcement on life insurance
- FPA celebrates 25 years of delivering CFP Certification in Australia
- Government response on FSI a win for consumers and the professionalism of financial planning: FPA
- Pirouettes and Planners: Queensland Ballet to perform at 2015 FPA Professionals Congress
- FPA unveils speakers for TED style FPA Professionals Congress
- FPA and Challenger award retirement planning scholarships
- FPA welcomes new Assistant Treasurer
- FPA announces Jennifer Byrne for 2015 Professionals Congress
- Aussies most concerned about retirement and superannuation
- FPA calls for balance between funding and affordable advice
- Early bird registrations close Monday for 2015 Professionals Congress
- New research shows direct link between happiness and financial planning
- FPA announces 2015 Professionals Congress workshop program
- FPA and Zurich launch world first Insurance Literacy Index revealing financial literacy gap
- Calling all aspiring financial planners: FPA Awards now open
- FPA Professionals Congress 2015 shaping up to be biggest yet
- FPA statement on Life Insurance Framework consultation process
- Financial planning community backs Future2 cycling fundraiser
- Gwen Fletcher Award winner upholds legacy of helping others
- FPA campaign reaches millions of Australians online
- Griffith and FPA to publish inaugural financial planning journal
- Consensus reached on life insurance industry reforms
- Record roadshow attendance as planners seek support on best interest and retirement planning
- Calling all not-for-profits and financial planners: final weeks for Future2 ‘Make the Difference!’ grant applications
- Financial literacy for women at the heart of new partnership
- FPA calls out small businesses as winners in 2015-16 Federal Budget
- FPA Life Insurance Blueprint Released
- National Roadshows support advisers with retirement planning under the latest legislative developments
- FPA welcomes launch of ASIC’s adviser register
- Advisers attracted to flexibility of CFP® Certification Program
- Intergenerational Report confirms the need for financial advice for all Australians
- FPA answers call for more retirement planning support through event series
- FPA welcomes Assistant Treasurer’s support of recommendations for the advice industry
- Financial future of Australians should be considered in the Federal Budget
- Future2 maps new route for the 2015 Wheel Classic
- It’s back to school time, but not just for kids
- A message from the CEO: 2015 is the year of opportunity
- The year for raised adviser education & professional standards
- FPA welcomes PJC Inquiry report to raise adviser education and professional standards
- Grandfathering amendments become Law and SoA changes repealed
- CFP® professionals appointed as Future2 directors and ambassadors
- Award winner thanks Gwen Fletcher for forging a path for females
- FPA welcomes the release of the FSI Report
- Financial planners inspired to achieve greatness at 2014 Professionals Congress
- Government to re-instate elements of FOFA reforms
- Future2 awards acknowledge financial planners who give back to the community
- FPA recognises Australia’s top AFP® professional at Professionals Congress
- No win for consumers in political fight
- Future2 grants $70,000 to young Australians in need
- Australia’s top financial planner honoured at FPA Professionals Congress
- Sunsuper and the FPA enter into advice partnership
- Professional awards set top financial planners aside at crucial time for industry
- Planners flock to CFP® Certification Program
- FPEC announces winners of the 2015 Financial Planning Academic Research Grants
- Financial planners pedaling towards $100,000 fundraising goal for disadvantaged youth
- FPA welcomes Federal Government public register of advisers
- FPA announces new Board makeup and Chair
- FPA announces new Chair for Conduct Review Commission
- FPA rolls out education and professional standards framework to PJC
- FPA responds to ASIC report into life insurance advisers
- Band-aid solution: FPA replies to call for Board to oversee advice industry
- Key supporters of FPA Congress stand together to inspire greatness
- Aussies’ top financial concerns revealed
- FPA calls for further focus on improving planner education standards
- Ray Martin to open FPA Congress
- New education standards raise the bar for financial planning profession
- 14th Annual Financial Planning Week kicks off today
- Calling all planners: coveted financial planning awards now open
- FPA announces Andrew Denton, Maggie Beer and more for 2014 Professionals Congress
- FPA supports national campaign to improve financial literacy
- Cbus advice referral program a window to Australia’s bright professional future
- FPA welcomes CBA response
- Public register of advisers will enhance consumer protection
- FPA welcomes passage of FoFA regulations
- FPA encouraged by FSI Interim Report
- FPA welcomes CBA compensation commitment but calls for more
- FPA calls for full compensation of CBA clients
- FPA Professionals Congress 2014 inspires a great sponsor in Platinum
- ASIC Senate Inquiry recommendations support FPA 10 point plan
- Draft TASA regulations head in the right direction for professional FPA members
- Young planner wins first Gwen Fletcher Memorial Award
- Minister Cormann’s FoFA position a landmark victory
- FPA welcomes Senate Committee recommendations to clarify FoFA
- FPA welcomes registrations to 2014 Professionals Congress
- FPA welcomes regulatory support of its ten point plan
- Future of Financial Advice: FPA releases FoFA White Paper
- FoFA run out tide exposes naked truth of product sales dressed as advice
- Treasurer Hockey keeps promise on no adverse changes to superannuation in 2014-15 Federal Budget
- FPA boosts senior ranks ahead of next phase professionalism push
- New award supports emerging professionals in honour of industry pioneer Gwen Fletcher AM
- Senior advice executive joins the Future2 Board
- Financial planners create a brighter future for kids in need
- FPA announces winners of inaugural Financial Planning Research Grants to academics
- Financial System Inquiry submission recommends consideration , fairness and co-regulation
- FoFA regulatory freeze welcomed by advice profession
- Government acknowledges FPA concerns on general advice as consumer risks eased by ’employee only’ rule
- Future2 maps new route and sets date for 5th cycling fundraiser
- FPA leads with pragmatic, positive FoFA recommendations to Treasury
- FPA prepares planners for TASA
- Global research find CFP professionals highly valued by financial services firms
- Ask an Expert Week links consumers to professional advisers in record numbers
- Facts on FoFA amendments reveal empty product rhetoric and political posturing
- Planners provide free advice to help Aussies reach their 2014 financial resolutions
- Campaign invites consumers to ‘Ask an Expert’ for Financial Advice
- FPA commends timely release of FoFA draft legislation
- FoFA amendments deliver new professionalism advantage
- FPA welcomes sensible FoFA amendments
- Merry Christmas from all at the FPA
- FPA affirms commitment to delivering workable outcomes in support of professional financial planning during 2014
- Financial planners offer free advice to local bushfire victims
- FPA recommends improved regulatory measures for ASIC in Senate inquiry submission
- Technical education and personal development top of list at Professionals Congress
- FPA and Platinum Asset Management announce new education scholarship
- FPA and Cbus sign landmark pilot referral scheme
- FPA 2012/13 Financial Results
- Top financial planners in Australia honoured with Best Practice Awards
- FPA pursues consumer/planner double dividend
- Australians eager for financial advice
- FPA congratulates the Coalition on election win
- FPA to host international leaders of the profession
- Industry regulators get behind Financial Planning Week
- Labor and Coalition support Financial Planning Week
- Better financial management for all Australians starts today
- Financial Planning Week addresses financial topics close to our hearts
- Australians urged to seek advice during Financial Planning Week
- Last call for planners to submit for Best Practice Awards
- AMP University Challenge 2013 – entries now open
- Election is an opportunity to secure financial security for all Australians
- Future2 and FPA draw closer
- Inaugural Professionals Congress sets high water mark for financial planners
- Entries now open for 2013 FPA Best Practice Awards
- FPA signals shift in professional Code obligation: let substance be your guide
- FPA welcomes registrations to Your Congress
- FPA members in shape for FoFA
- TASA extension – a win for consumer protection
- CFP® professionals setting a global standard
- A win for common sense – TASA referred to PJC
- FPA call for enshrinement is heard loud and clear – a historic day for Australians
- PJC recommends FPA’s call for enshrinement of “financial planner”
- FPA welcomes super consistency in Budget 2013
- 2012 National Best Practice Award Winner Client Event
- FPA welcomes the new face of financial planning
- FPA welcomes increased support for all Australians
- FPA responds to Government announcement on super changes
- Planners continue to seek guidance in preparation for FoFA
- FPA: Enshrinement of “Financial Planner”, historic day for Australians
- A letter from FPA Chairman, Matthew Rowe
- Grandfathering must be fair to financial planners and in clients’ best interest
- FPA welcomes ASIC guidance on Code
- Ask an Expert Week gives more Australians access to better financial advice
- FPA encourages Government to consider the long term outcomes of Federal Budget
- FoFA compliance listed as a main business challenge
- FPA community offers support to victims of recent disasters
- Enrolment opens for 2013 CFP® Certification Program
- ASIC fee disclosure guidance pragmatic, but work needed to fix costly double-up
- Ask an Expert Week aims to improve access to financial advice
- New Year, new Chapter Chairs
- FPA announces 2012 WA Best Practice Award winners, recognising excellence in financial planning
- FPA announces 2012 ACT Best Practice Award winner, recognising excellence in financial planning
- FPA announces 2012 NSW Best Practice Award winners, recognising excellence in financial planning
- Professional Planner celebrates 20 years of the FPA
- FPA Code consultation a resounding success
- Enshrinement of “Financial Planner” to provide greater consumer protection
- FPA announces 2012 South Australian Best Practice Award winner, recognising excellence in financial planning
- FPA announces 2012 Tasmanian Best Practice Award winners, recognising excellence in financial planning
- FPA recognises Australia’s top financial planners
- National financial planning curriculum launched
- Research shows ‘double dividend’ benefit of professional advice
- FPA announces 2012 Queensland Best Practice Award winners, recognising excellence in financial planning
- Global Win for CFP® Certification
- Member growth underpins a strong and vibrant FPA
- FPA launches Code of Professional Practice consultation
- Successful advertising campaign increases consumer awareness for financial planning industry
- Financial Planners submit to Best Practice
- Australians eager to find expert financial guidance
- New brochure promotes better consumer awareness of advice as CFP designation takes hold
- Industry unites behind Financial Planning Week
- New website to assist Australians to make better financial decisions
- Government and opposition welcome Financial Planning Week
- Financial Planning Week aims to improve consumer trust and confidence
- FPA champions Professional Leadership
- Financial Planning Week 2012
- CFP Certification opens doors to more opportunities
- FPA calls on ASIC for further clarity on national standards
- Professional financial planners address change ahead of End of Financial Year
- FoFA passes through Senate
- Trio Capital report demands renewed consumer protection standards by regulators and product manufacturers
- Government tinkers with superannuation at the cost of consumers
- FPA launches Fee-for-Service Toolkit and online knowledge hub for members
- FPA members call on regulator for clarity on good advice
- FPA establishes higher education program in financial services
- FPA challenges financial services industry: “look at advice from the other side”
- FPA is recognised by Tax Practitioners Board
- FPA welcomes FoFA concessions delivering sensible reform for the financial planning profession and consumers
- FPA calls on Government to listen to industry recommendations on FoFA
- Implementation of reforms need to be in the best interest of the consumer, says FPA
- More Australians should have the opportunity to self-fund their retirement, says the FPA
- Peak association encourages a tax deduction of financial advice fees
- Too much of FoFA ‘lost in translation’. Professionalism key to getting reforms back on track, FPA tells parliament
- Profession welcomes the next stage in financial planning reforms
- Financial Planning Association welcomes Superannuation Guarantee measures
- FPA celebrates Best Practice financial planners
- Undergraduates building foundations for a strong profession
- FPA members lead the way in FoFA transition
- Australians engage with professionalism message, members receive a reputation dividend
- Planners to discuss continual world’s best professional standards in era of structural reform
- Proposed Superannuation Guarantee allows Australians the right to choose when to retire, says FPA
- FoFA’s Opt-in fails Government’s compliance benchmark
- Financial Planning Association rejects FoFA Bill
- Tax reforms must address advice shortfall
- Advertising paying off for members of the Financial Planning Association
- FPA responds to latest FOFA announcements
- FPA to showcase professionalism at annual National Conference
- Stronger Super: FPA resolves to support Australian super fund members
- Stephan Strategic achieves FPA Professional Practice status
- Financial Planning Association launches campaign to target consumer advice gap
- FPA vindicates key role in negotiating FoFA reforms
- Planner professionalism increases with uptake of international qualification
- FPA calls on Government to scrap opt-in
- FPA calls on Industry Super Network to finally come clean Sydney
- Free financial advice service easing the worry of end of financial year – Sydney Morning Herald
Blog
News
- FAAA calls for retrospective impact of the CSLR on financial advisers to be urgently resolved
- FAAA launches financial literacy workshop for high school students
- Strong progress regarding the tax deductibility of upfront advice fees can be further strengthened
- FAAA launches 2024 Roadshow series
- Culture & Communities Committee (CCC) changes
- FAAA fully supports proposed changes to financial adviser exam
- FAAA outlines priorities and expectations for 2024
- FAAA hires new Head of Marketing and Communications
- Removing product issuers from fee consent forms the way forward to reduce red tape, says FAAA
- New ATO guidance on tax deductibility of financial advice fees released
- FAAA deeply concerned about Minister Jones’ QAR announcements, says response could wind clock back five years
- The best of financial planning in Australia recognised at inaugural FAAA Awards
- Future2 Foundation awards $148,500 in grants to 15 community programs through its annual Make the Difference grants program
- FAAA launches dedicated Career Centre for financial advice profession
- FAAA welcomes the release of the draft legislation.
- Female adviser mentoring program with over 130 mentees concludes after resounding success
- FAAA names Gwen Fletcher Memorial Award winner for semester two
- Financial Services Minister Stephen Jones answers key questions from members at a series of briefings across the country
- New board members for FAAA
- FAAA seeks member feedback on new policy platform
- World Financial Planning Day a chance to celebrate the good in advice and bust some long-standing myths
- APRA performance test results
- Nominations are now open for the inaugural FAAA Awards program
- Remembering Dugald Mitchell OAM
- Future2 Foundation broadens its scope and opens applications for the 2023 Make the Difference! Grants program
- FAAA appoints new marketing and communications manager
- FAAA Congress theme is financial planning profession ‘growing together’ as one
- Over 80% of practitioner FAAA members already renewed, with more to come
- FAAA extremely concerned by drastic and unfair increase in estimated ASIC levy
- Financial Services Compensation Scheme of Last Resort: FAAA
- FAAA announces Gwen Fletcher Memorial Award recipient
- FAAA CFP® professional awarded OAM
- FAAA responds to Quality of Advice Review recommendations
- Lack of consultation on Treasury regulation disappointing: FAAA
- BUDGET 2023: FAAA says few surprises in the Federal Budget for financial advisers
- FAAA supports a better-targeted experienced pathway and more flexibility for qualifying courses
- Consultation launched for experience pathway
- FPA releases new cybersecurity guidance to members
- FPA and AFA members vote to merge
- FPA names winner of Gwen Fletcher Memorial Award for 2022 Summer Semester
- FPA welcomes QOA final report and shake-up of consent requirements, DDO and SOAs
- FPA and AFA announce EGM dates to vote on proposed merger – Reveal proposed name for merged association.
- SMSF Association and FPA launch SMSF Specialist Advisor pathway
- Future2 Foundation announces grant recipients.
- Merger consultation period to close soon
- FPA welcomes handing down of Quality of Advice Review final report to Government
- ATO consultation on tax deductibility of financial advice fees welcome: FPA
- FPA and AFA enter second round of member consultation
- ALRC should prioritise advice regulations: FPA
- FPA Professionals Congress reunites members and resets agenda
- The best of the best financial planners awarded at 2022 FPA Professional Congress
- Levy reveals latest thinking at FPA Professionals Congress
- Financial advice and the 100 year life
- Update on FPA and AFA merger proposal
- FPA announces new Board appointments
- FPA welcomes Federal Budget, looks forward to further reforms in May 2023
- FPA announces finalists of the 2022 FPA Awards
- FPA seeks broader scope for CSLR and extension of ASIC levy freeze for another year in Pre-Budget Submission
- FPA joins with global network to mark World Financial Planning Day
- Australians who engage a financial planner have a better quality of life: FPA launches inaugural Value of Advice index
- Financial Planning Week to take place from 3-9 October 2022, FPA to launch new research into the value of advice
- FPA welcomes Quality of Advice Review’s principles-based approach to regulating advice
- FPA places submission to Treasury on financial adviser education standard
- FPA Professionals Congress: an opportunity to “Reunite, Reset” Early bird pricing closing soon
- FPA welcomes CSLR but cautions on scope
- FPA releases updated Professional Code in a move to principles-based regulation of members
- FPA and AFA agree to explore merger proposal
- The Joint Associations Working Group welcomes the Quality of Advice Review Proposal Paper
- FPA launch new series of event and activities for CFP® professionals
- FPA calls for urgent and immediate continuation of ASIC industry levy freeze and a fairer approach to costs for planners
- Registration opens for FPA’s Future2 Foundation Six Foot Track Challenge
- Grant applications now open for the 2022 Future2 Foundation grants
- ASIC’s Dixon Advisory complaints call demonstrates urgent need for broad-based CSLR, says FPA
- Latest advice complaints data highlights rapid professionalisation of the sector
- FPA announces winner of Gwen Fletcher Memorial Award
- Associations united in response to quality of advice review
- FPA makes submission to Quality of Advice Review
- FPA welcomes appointment of Stephen Jones to financial services portfolio in an Albanese government
- The FPA looks forward to working with the incoming Albanese Labor Government on issues affecting financial advice
- FPA gearing up for Roadshow Capital City Series
- FPA calls on next Parliament to prioritise CSLR, planner education requirements, ASIC funding model, action on ‘finfluencers’ and regulatory reform
- David Sharpe takes up FPA chair role
- More scrutiny of finfluencers is good news for consumers: FPA
- Small wins in this year’s Federal Budget
- FPA welcomes the release of the terms of reference for the Quality of Advice Review
- FPA makes submission to ALRC review: calls for reduced complexity in legislation
- FPA names first 2022 winner of Gwen Fletcher Memorial Award
- CERTIFIED FINANCIAL PLANNER® professional numbers grow globally in 2021
- FPA welcomes passage of the retirement income covenant
- FPA Professionals Congress rescheduled to November
- FPA calls for changes to education standards proposal
- FPA appoints new CEO
- Future2 commits over $1.5M in grants since inception
- Media statement in response to media enquiry about member fees
- 2021 FPA Award winners revealed
- FPA names second 2021 winner of Gwen Fletcher Memorial Award
- FPA launches Women in Financial Planning Mentoring Program
- Financial planners pay the price on Compensation Scheme of Last Resort: FPA
- MEDIA STATEMENT IN RESPONSE TO THE PASSING OF BETTER ADVICE BILL
- MEDIA STATEMENT IN RESPONSE TO THE FSC’S WHITE PAPER
- Twenty finalists revealed in the 2021 FPA Awards
- Saving money trumps taking a holiday: COVID gives Australians a financial health check
- Statement in response to Treasury’s updates to proposed amendments to DDO
- FPA welcomes the Government’s decision to review the ASIC industry funding model
- FPA appoints Marc Olynyk as new Chair of the Financial Planning Education Council
- Compensation scheme of last resort may be last straw for financial advice industry
- FPA repeats its calls for the Government to review the implementation of the ASIC levy at yesterday’s Senate hearing
- Dante De Gori to step down as Chief Executive Officer of Financial Planning Association of Australia (FPA)
- Response to ASIC’s cost recovery implementation statement 2020-21
- Better Advice Bill creates individual registration in 2023
- FPA to manage and deliver Government’s $1.5 million Women in Finance and Economics Scholarship Program
- Walking the walk on advocacy
- Strength in numbers: FPA’s national roadshows support members with advocacy and new risk advice guidance
- Professional registration should be at the heart of new disciplinary model
- FPA welcomes greater flexibility in superannuation and aged care support announced in 2021 Federal Budget
- Raise funds for young Australians by supporting Future2 Community Challenge this May
- Media statement in response to ASIC regarding findings from consumer research on ‘General Advice’ label
- FPA launches Best Practice File Note Guidance for financial planners
- Response to the government’s release of the draft Single Disciplinary Body legislation for financial planners
- Shameful ASIC fee increase warrants immediate review
- Media statement regarding Melissa Caddick
- FPA names first 2021 winner of Gwen Fletcher Memorial Award
- David Sharpe CFP® named as FPA Deputy Chair
- FPA calls for review of unsustainable ASIC levy as the regulator seeks guidance on affordable advice
- FPA welcomes Senator the Hon Jane Hume’s expanding role
- Use of the terms financial planner and financial adviser
- FPA welcomes announced changes on FASEA
- Financial Planning Education Council announces the winners of the 2020 Financial Planning Academic Research Grants
- FPA makes additional appointment to its Board
- Future2 Foundation increases grants to disadvantaged young Australians in 2020
- 2020 FPA Award winners revealed
- FPA launches Aged Care Specialist designation for financial planning professionals
- FPA names Semester 2, 2020 winner of Gwen Fletcher Memorial Award
- FPA releases 2019/2020 Annual Report
- Future2 Foundation announces new Chair and Deputy Chair
- FPA announces new appointments to Board
- Imminent Hayne reform has major ramifications for affordability of financial advice and the future of financial planning
- Twenty-three finalists revealed for the 2020 FPA Awards
- Financial Planning Research Journal announces Research Excellence Awards
- Redefining the new era of financial planning to better protect consumers
- FPA welcomes support for consumers, retirees and small business owners in 2020-2021 Federal Budget
- Australians engaged in investing for their future after COVID: FPA’s Money & Life Tracker – COVID Edition
- FPA highlights shifts in consumer behaviour and the importance of universal access to financial advice in the “new normal”
- Help young Australians by supporting the Future2 Community Cycling & Walking Challenge
- It’s time to fix our complex and costly regulatory framework
- 2020 FPA Award nominations open with new category acknowledging innovation and automation
- FPA partners with Kaplan Professional and RMIT University
- FPA names Allen Ozdil as the Semester 1, 2020 winner of Gwen Fletcher Memorial Award
- Tax Practitioners Board and FPA sign new MOU
- FPA launches Virtual Congress masterclass series for 2020
- FPA welcomes critical legislative milestone for financial planners
- FPA calls for ASIC to stop financial planner fee gouging
- FPA unveils new consumer advertising campaign tackling the COVID-19 crisis
- FPA welcomes debate of its five-year strategy
- Major overhaul of AFSL system required to reflect new era of professionalism in financial planning
- FPA unveils five-year roadmap for financial planning
- Treasury consultation of stamping fee exemption
- FPA launches free guide for consumers to plan their life on the other side of the pandemic
- FPA response to deferral of Royal Commission recommendations due to COVID-19
- Senator the Hon Jane Hume confirms FASEA extension legislation is on the Senate’s agenda in live FPA webinar
- Strong demand for early super access prompts FPA to launch digital Record of Advice solution for members
- Financial planners asked to nominate their local charities for 2020 Future2 Foundation grants
- Senator the Hon Jane Hume to address key financial planning industry issues in live online FPA event
- Early access to super COVID-19 measure: Joint bodies ensure Australians can easily access professional advice
- FPA welcomes ASIC Regulatory Relief for financial planners around COVID-19
- Consumer group attack on financial planners is unjustified as Australians battle COVID-19 crisis
- FPA READY Index to future proof FPA Professional Practices amid COVID-19 crisis
- FPA urges Australians to seek advice before withdrawing super
- COVID-19 Advice for FPA Members
- FPA committed to supporting the next generation of planners at national event series
- Tips for business continuity during COVID-19 outbreak
- The national opportunity that is financial planning
- Treasury urged to be practical on Hayne reforms as financial advice is pushed out of reach
- Future2 appoints new Director to the Board
- FPA welcomes Labor support for FASEA extension
- Financial Planning Bushfire Pro-Bono Program – Open and ready to help those in need
- FPA partners with Deakin University
- FPA responds to draft legislation addressing Royal Commission recommendations
- FPA welcomes opportunity to consult with Treasury on current stamping fee exemption
- FPA to launch pro bono support program for bushfire impacted Australians
- FPA launches Future of the SOA digital interactive guide
- FPA welcomes AFCA approach to adviser conduct obligations
- Outstanding financial planners recognised at 2019 FPA Congress
- ‘Breaking paper’ key to improved advice experience, says FPA
- FPA releases Evolution of Advice discussion paper
- FPA launches FPA Community peer-to-peer online forum
- FPA welcomes ASIC statement on FASEA Code of Ethics
- FASEA CEO to address FPA Congress on Code of Ethics
- Financial planners set off on Future2 Wheel Classic and Hiking Challenge in Victoria
- Future2 increases grants to disadvantaged young Australians in 2019
- Countdown to 2019 FPA Professionals Congress in Melbourne
- FPA announces new appointments to Board
- FASEA Code of Ethics – less than 50 business days to go and still no consultation
- Awards finalists announced ahead of FPA Professionals Congress
- FPRJ announces winners of new financial planning research awards
- Associations respond to Government’s decision on code monitoring
- Around the world and how to pay
- Raise funds for young Australians by supporting 2019 Future2 Wheel Classic and Hiking Challenge
- Inquiry into FinTech a boon for Australian consumers
- Government extends FASEA deadlines
- ASIC report shows growing demand for financial advice
- FASEA extends education credits for FPA CFP coursework
- Globally recognised financial planning experts to headline 2019 FPA Professionals Congress
- FPA members to receive tuition fee discounts from education providers
- The future is bright: Gen Z and Y would value time with a financial planner, new FPA report finds
- Code Monitoring Australia submits proposal to ASIC
- The Big Splurge: Aussies spend $20 billion on gifts
- Who do women trust with their money and life?
- Consumers could miss out with rush to ban commissions
- Future2 welcomes three new Board Directors
- 2019 FPA Award nominations are open to acknowledge excellence
- FPA launches new My CPD learning solution for members
- The future of financial planning
- New online matching service helps find your perfect money and life CERTIFIED FINANCIAL PLANNER® partner
- Netball World Cup superstars headline FPA Women in Wealth 2019
- Is the CFP® designation still relevant?
- FPA announces latest winner of Gwen Fletcher Memorial Award
- FPA Wellbeing program launched to support mental health as members transition to new professional standards
- FPA welcomes financial services focus in new Morrison Government
- Financial planners asked to nominate charities for 2019 Future2 Foundation grants
- FPA launches Pronup campaign for CERTIFIED FINANCIAL PLANNER® professionals to help more Aussie couples stay together
- FPA raises concerns about impact of AFCA legacy complaints rule changes on professional indemnity market
- FPA appoints Dale Boucher as new Chair of Conduct Review Commission
- General advice should not be labelled advice at all, says FPA
- A balanced budget for all Australians, says FPA
- FPA CFP® Certification Program first professional designation program accredited by FASEA
- FPA rolls out online diagnostic tool designed to help identify fintech solutions
- FPA visits 33 locations to help rally and support financial planners facing change together
- FPA launches new Careers in Financial Planning networking events across Australia to inspire next generation of planners
- FPA launches Return to Learn online education hub to help financial planners navigate FASEA standards
- Two members suspended by Conduct Review Commission
- FPSB reports record number of CFP® professionals worldwide
- FPA committed to rebuilding trust in financial planning following publication of Royal Commission report
- A landmark code monitoring cooperation agreement announced by professional associations
- FPEC announces winners of the 2018 Financial Planning Academic Research Grants
- FASEA CEO takes to stage and fields Q&A at FPA Congress
- Australia’s top performing financial planners honoured at FPA Congress 2018
- New FPA Fintech Buyers Guide helps financial planners decide what and if technology will help them
- New online matching service pairs people with planners
- Strong start for new Future2 Foundation Chair
- FPA responds after FASEA releases Summary of Standards
- FASEA CEO Stephen Glenfield to make first public address at FPA Congress in Sydney
- Financial planners work up a sweat to exceed target for disadvantaged young Australians
- FPA Conduct Review Commission imposes $50,000+ in fines on Sam Henderson
- Future2 reaches $1 million milestone in grant giving to disadvantaged young Australians
- FPA lodges expression of interest to ASIC to establish a Code Monitoring Body
- Awards finalists revealed ahead of FPA Professionals Congress
- FPA Board announces Marisa Broome CFP® as new Chair
- FPA Conduct Review Commission hands down determination for Sam Henderson case
- Plan Well to Live Well on World Financial Planning Day, says FPA
- Financial planning needs more women, says FPA
- FPA appoints Ken Whitton CFP® to strengthen Professional Practice program
- Big win for consumers: Financial planners to sign statutory declarations under commonwealth legislation
- FPA releases its complete set of recommendations to FASEA
- No pocket money for more than a quarter of Aussie kids
- Peter Costello AM, Stephen M. R. Covey and 9-year old Finn Vicars to headline this year’s FPA Congress opening keynote
- Parents lie and borrow money from their kids
- Parents struggle to raise Invisible-Money Generation kids
- Groundbreaking US author and financial expert to speak at 2018 FPA Professionals Congress
- Calling all FPA members: Nominations for 2018 FPA Awards open
- Leading American change-maker to address 2018 FPA Professionals Congress
- FPA congratulates FASEA on releasing consultation papers
- FPA responds to ABC Four Corners ‘Money for Nothing’ report
- FPA calls for financial advice education to be recognised by FASEA
- FPA responds to ASIC SMSF report
- FPA clarifies its position on licensing
- FPA announces latest winner of Gwen Fletcher Memorial Award
- Financial planners will join together to connect, cultivate and communicate at FPA Professionals Congress in Sydney
- Future2 calling cyclists and hikers to help raise funds for young Australians in need
- Financial planners asked to nominate their favourite charity
- How much does it cost to see a financial planner?
- Budget 2018: A focus on minor adjustments, rather than sweeping reforms
- FPA confirms majority of its members are degree qualified
- Future2 grants $10,000 to Byron Youth Services financial literacy program
- Sharon Taylor appointed as new Chair of FPEC
- 1700 FPA members respond to FASEA questionnaire in 24 hours
- FPA gathers member feedback on FASEA’s new guidance on proposed education standards and Code of Ethics
- For everyday Australians, financial advice has never looked so good
- Education and professional standards in the spotlight at 2018 FPA National Roadshow
- FPA announces new Board member
- Future2 grants $5,000 to Special Olympics Australia in Mackay
- Mark Brimble steps down as Chair of FPEC
- FPSB reports record number of CFP® professionals worldwide
- FPA joins global effort against cancer on World Cancer Day
- FPEC announces winners of the 2017 Financial Planning Academic Research Grants
- FPA submission supports strengthening penalties for unlicensed operators
- FPA Congress inspires financial planners to embrace change
- FPA encourages financial planners to explore fintech solutions that improve client engagement, drive cost reduction and boost operational efficiency
- FPA philanthropy at the heart of the financial planning profession
- Australia’s top performing financial planners honoured at FPA Congress
- AFL legend Shane Crawford to join Tasmanian cycling challenge
- Future2 grants $823,000 for disadvantaged young Australians
- FPA welcomes FASEA’s announcement to adopt FPEC
- Leading social entrepreneur to address 2017 FPA Professionals Congress
- Awards finalists unveiled ahead of FPA Professionals Congress
- FPA launches Women in Wealth events in Brisbane and Sydney
- FPA highlights the importance of financial capability on World Financial Planning Day
- FPA joins global financial planning community to celebrate first World Financial Planning Day
- FPA submits financial advice competition recommendations to Productivity Commission
- FPA’s partnership with Banqer to boost financial literacy in schools
- Influential couples to close out FPA Professionals Congress in style
- What’s your money destiny?
- Australians’ biggest financial regrets and how to avoid them
- New research links living your dream life with financial planning
- Leading edge speakers unveiled for FPA Professionals Congress
- FPA congratulates FASEA on appointment of inaugural CEO
- FPA ready for ‘Live the Dream’ Financial Planning Week
- FPA submission recommends further amendments to ASIC’s new example SOA
- Roadshow poll indicates strong member support for FPA’s education standards proposals
- Call out to FPA members: 2017 FPA Awards entries open
- FPA announces latest winner of Gwen Fletcher Memorial Award
- FPA to launch Pro Bono Program with Cancer Council
- Financial planners up for the challenge at FPA Professionals Congress in Hobart
- New education standards a hot topic as FPA Roadshow gathers momentum
- A levy here, a levy there – FPA responds to mixed Budget
- FPA announces new Chair for Conduct Review Commission
- FPA launches new campaign to highlight benefits of financial advice for all Australians
- FPA congratulates Government on Financial Adviser Standards and Ethics Authority appointments
- FPA joins forces with FEW to support growth of female financial planners
- FPA advocates for affordable financial advice
- FPA acknowledges findings of ASIC report into how large institutions oversee financial advisers
- FPA Roadshows to guide planners on the path to higher professional standards
- Corporations Amendment (Life Insurance Remuneration Arrangements) Bill 2016 passes through Parliament
- FPA congratulates Government on passing of Professional Standards and Education legislation
- FPA bans member for professional standards breach
- FPA Congress sets financial planners on growth trajectory
- TPB recognises CFP® Certification Program as approved course in Australian Tax Law
- Future2 grants over $147,000 for disadvantaged young Australians
- Kathy Havers wins Future2 community service award for second time
- FPA announces impending Money & Life website launch
- FPA Award winners and top performers recognised at FPA Congress
- FPA receives ASIC Professional Code approval
- FPA welcomes introduction of Professional and Education Standards Legislation into Parliament
- FPA Awards shortlist reveals outstanding talent
- FPA welcomes imminent introduction of Education and Professional Standards Legislation
- FPA urges universities to offer financial planning programs
- Queensland Australian of the Year to address 2016 FPA Professionals Congress
- Financial Planning Week highlights opportunity for financial planners
- All-star speaker line-up announced for FPA Professionals Congress
- FPA welcomes removal of lifetime cap on super contributions
- FPA responds to draft legislation to enact super changes
- Back by popular demand: Andrew Denton to speak at FPA Professionals Congress
- New research shows a financial plan is the missing link to Australians realising their dreams
- FPA Professionals Congress program to inspire, engage, evolve and grow planners’ careers
- It’s a win for the FPA 2016 Professionals Congress: Olympic medalist joins speaker line-up
- Jane Caro joins FPA as Ambassador for Financial Planning Week
- Calling all FPA members: FPA Awards now open
- International ethicist to speak at FPA 2016 Professionals Congress
- FPA National Roadshow wraps up to unprecedented attendance
- FPA campaign drives Australians to seek quality financial advice
- FPA appointments strengthen policy and membership teams
- Election: Financial Planning Association of Australia comments
- Fourth female planner takes out Gwen Fletcher Memorial Award
- Planners congregate as FPA National Roadshow hits Perth
- Financial planners to face the future head on at 2016 Congress
- FPA National Roadshow numbers swell in wake of Budget
- FPA bolsters team to support financial planners and grow the profession
- FPA calls 2016-17 Federal Budget changes “Super Spaghetti”
- FPA welcomes clarification of education and professional standards reforms
- FPA urges Government to consider importance of the long term interest of super in Australians’ retirement preparedness
- FPA welcomes strengthened powers and increased funding for ASIC but cautions a user pays model that disadvantages small business
- Royal Commission could disrupt financial advice reform, says FPA
- FPA national consumer campaign drives awareness of CFP® mark
- Agribusiness Senate Report: FPA supports recommendations, calls for further comprehensive reform
- FPA roadshows to support planners in delivering a superior client experience
- Dante De Gori CFP® begins role as FPA CEO
- FPA connects more Australians with quality advice through enhanced ‘Find a Planner’ technology
- FPA maintains push for changes to transition requirements
- FPA welcomes TPB appointments
- Global survey finds trust the biggest barrier for Australians in receiving professional financial advice
- FPA welcomes standards legislation but says some elements ‘not workable’
- FPA and ING DIRECT announce National Advice Partnership
- FPA Professionals Congress exceeds expectations – Perth for 2016
- Australia’s top financial planner honoured at FPA Professionals Congress
- FPA announces 2015 Financial Planner AFP® of the Year
- Queenslanders take out top FPA academic achievement awards
- Future2 grants over $115,000 to young Australians in need
- FPA Board announces new CEO at FPA Professionals Congress
- Future2 award recognises financial planners who give back
- Financial planners gather to ‘shape futures’ at FPA Professionals Congress
- FPA selects top financial planners for 2015 Awards
- FPA welcomes ‘fair and workable’ Government announcement on life insurance
- FPA celebrates 25 years of delivering CFP Certification in Australia
- Government response on FSI a win for consumers and the professionalism of financial planning: FPA
- Pirouettes and Planners: Queensland Ballet to perform at 2015 FPA Professionals Congress
- FPA unveils speakers for TED style FPA Professionals Congress
- FPA and Challenger award retirement planning scholarships
- FPA welcomes new Assistant Treasurer
- FPA announces Jennifer Byrne for 2015 Professionals Congress
- Aussies most concerned about retirement and superannuation
- FPA calls for balance between funding and affordable advice
- Early bird registrations close Monday for 2015 Professionals Congress
- New research shows direct link between happiness and financial planning
- FPA announces 2015 Professionals Congress workshop program
- FPA and Zurich launch world first Insurance Literacy Index revealing financial literacy gap
- Calling all aspiring financial planners: FPA Awards now open
- FPA Professionals Congress 2015 shaping up to be biggest yet
- FPA statement on Life Insurance Framework consultation process
- Financial planning community backs Future2 cycling fundraiser
- Gwen Fletcher Award winner upholds legacy of helping others
- FPA campaign reaches millions of Australians online
- Griffith and FPA to publish inaugural financial planning journal
- Consensus reached on life insurance industry reforms
- Record roadshow attendance as planners seek support on best interest and retirement planning
- Calling all not-for-profits and financial planners: final weeks for Future2 ‘Make the Difference!’ grant applications
- Financial literacy for women at the heart of new partnership
- FPA calls out small businesses as winners in 2015-16 Federal Budget
- FPA Life Insurance Blueprint Released
- National Roadshows support advisers with retirement planning under the latest legislative developments
- FPA welcomes launch of ASIC’s adviser register
- Advisers attracted to flexibility of CFP® Certification Program
- Intergenerational Report confirms the need for financial advice for all Australians
- FPA answers call for more retirement planning support through event series
- FPA welcomes Assistant Treasurer’s support of recommendations for the advice industry
- Financial future of Australians should be considered in the Federal Budget
- Future2 maps new route for the 2015 Wheel Classic
- It’s back to school time, but not just for kids
- A message from the CEO: 2015 is the year of opportunity
- The year for raised adviser education & professional standards
- FPA welcomes PJC Inquiry report to raise adviser education and professional standards
- Grandfathering amendments become Law and SoA changes repealed
- CFP® professionals appointed as Future2 directors and ambassadors
- Award winner thanks Gwen Fletcher for forging a path for females
- FPA welcomes the release of the FSI Report
- Financial planners inspired to achieve greatness at 2014 Professionals Congress
- Government to re-instate elements of FOFA reforms
- Future2 awards acknowledge financial planners who give back to the community
- FPA recognises Australia’s top AFP® professional at Professionals Congress
- No win for consumers in political fight
- Future2 grants $70,000 to young Australians in need
- Australia’s top financial planner honoured at FPA Professionals Congress
- Sunsuper and the FPA enter into advice partnership
- Professional awards set top financial planners aside at crucial time for industry
- Planners flock to CFP® Certification Program
- FPEC announces winners of the 2015 Financial Planning Academic Research Grants
- Financial planners pedaling towards $100,000 fundraising goal for disadvantaged youth
- FPA welcomes Federal Government public register of advisers
- FPA announces new Board makeup and Chair
- FPA announces new Chair for Conduct Review Commission
- FPA rolls out education and professional standards framework to PJC
- FPA responds to ASIC report into life insurance advisers
- Band-aid solution: FPA replies to call for Board to oversee advice industry
- Key supporters of FPA Congress stand together to inspire greatness
- Aussies’ top financial concerns revealed
- FPA calls for further focus on improving planner education standards
- Ray Martin to open FPA Congress
- New education standards raise the bar for financial planning profession
- 14th Annual Financial Planning Week kicks off today
- Calling all planners: coveted financial planning awards now open
- FPA announces Andrew Denton, Maggie Beer and more for 2014 Professionals Congress
- FPA supports national campaign to improve financial literacy
- Cbus advice referral program a window to Australia’s bright professional future
- FPA welcomes CBA response
- Public register of advisers will enhance consumer protection
- FPA welcomes passage of FoFA regulations
- FPA encouraged by FSI Interim Report
- FPA welcomes CBA compensation commitment but calls for more
- FPA calls for full compensation of CBA clients
- FPA Professionals Congress 2014 inspires a great sponsor in Platinum
- ASIC Senate Inquiry recommendations support FPA 10 point plan
- Draft TASA regulations head in the right direction for professional FPA members
- Young planner wins first Gwen Fletcher Memorial Award
- Minister Cormann’s FoFA position a landmark victory
- FPA welcomes Senate Committee recommendations to clarify FoFA
- FPA welcomes registrations to 2014 Professionals Congress
- FPA welcomes regulatory support of its ten point plan
- Future of Financial Advice: FPA releases FoFA White Paper
- FoFA run out tide exposes naked truth of product sales dressed as advice
- Treasurer Hockey keeps promise on no adverse changes to superannuation in 2014-15 Federal Budget
- FPA boosts senior ranks ahead of next phase professionalism push
- New award supports emerging professionals in honour of industry pioneer Gwen Fletcher AM
- Senior advice executive joins the Future2 Board
- Financial planners create a brighter future for kids in need
- FPA announces winners of inaugural Financial Planning Research Grants to academics
- Financial System Inquiry submission recommends consideration , fairness and co-regulation
- FoFA regulatory freeze welcomed by advice profession
- Government acknowledges FPA concerns on general advice as consumer risks eased by ’employee only’ rule
- Future2 maps new route and sets date for 5th cycling fundraiser
- FPA leads with pragmatic, positive FoFA recommendations to Treasury
- FPA prepares planners for TASA
- Global research find CFP professionals highly valued by financial services firms
- Ask an Expert Week links consumers to professional advisers in record numbers
- Facts on FoFA amendments reveal empty product rhetoric and political posturing
- Planners provide free advice to help Aussies reach their 2014 financial resolutions
- Campaign invites consumers to ‘Ask an Expert’ for Financial Advice
- FPA commends timely release of FoFA draft legislation
- FoFA amendments deliver new professionalism advantage
- FPA welcomes sensible FoFA amendments
- Merry Christmas from all at the FPA
- FPA affirms commitment to delivering workable outcomes in support of professional financial planning during 2014
- Financial planners offer free advice to local bushfire victims
- FPA recommends improved regulatory measures for ASIC in Senate inquiry submission
- Technical education and personal development top of list at Professionals Congress
- FPA and Platinum Asset Management announce new education scholarship
- FPA and Cbus sign landmark pilot referral scheme
- FPA 2012/13 Financial Results
- Top financial planners in Australia honoured with Best Practice Awards
- FPA pursues consumer/planner double dividend
- Australians eager for financial advice
- FPA congratulates the Coalition on election win
- FPA to host international leaders of the profession
- Industry regulators get behind Financial Planning Week
- Labor and Coalition support Financial Planning Week
- Better financial management for all Australians starts today
- Financial Planning Week addresses financial topics close to our hearts
- Australians urged to seek advice during Financial Planning Week
- Last call for planners to submit for Best Practice Awards
- AMP University Challenge 2013 – entries now open
- Election is an opportunity to secure financial security for all Australians
- Future2 and FPA draw closer
- Inaugural Professionals Congress sets high water mark for financial planners
- Entries now open for 2013 FPA Best Practice Awards
- FPA signals shift in professional Code obligation: let substance be your guide
- FPA welcomes registrations to Your Congress
- FPA members in shape for FoFA
- TASA extension – a win for consumer protection
- CFP® professionals setting a global standard
- A win for common sense – TASA referred to PJC
- FPA call for enshrinement is heard loud and clear – a historic day for Australians
- PJC recommends FPA’s call for enshrinement of “financial planner”
- FPA welcomes super consistency in Budget 2013
- 2012 National Best Practice Award Winner Client Event
- FPA welcomes the new face of financial planning
- FPA welcomes increased support for all Australians
- FPA responds to Government announcement on super changes
- Planners continue to seek guidance in preparation for FoFA
- FPA: Enshrinement of “Financial Planner”, historic day for Australians
- A letter from FPA Chairman, Matthew Rowe
- Grandfathering must be fair to financial planners and in clients’ best interest
- FPA welcomes ASIC guidance on Code
- Ask an Expert Week gives more Australians access to better financial advice
- FPA encourages Government to consider the long term outcomes of Federal Budget
- FoFA compliance listed as a main business challenge
- FPA community offers support to victims of recent disasters
- Enrolment opens for 2013 CFP® Certification Program
- ASIC fee disclosure guidance pragmatic, but work needed to fix costly double-up
- Ask an Expert Week aims to improve access to financial advice
- New Year, new Chapter Chairs
- FPA announces 2012 WA Best Practice Award winners, recognising excellence in financial planning
- FPA announces 2012 ACT Best Practice Award winner, recognising excellence in financial planning
- FPA announces 2012 NSW Best Practice Award winners, recognising excellence in financial planning
- Professional Planner celebrates 20 years of the FPA
- FPA Code consultation a resounding success
- Enshrinement of “Financial Planner” to provide greater consumer protection
- FPA announces 2012 South Australian Best Practice Award winner, recognising excellence in financial planning
- FPA announces 2012 Tasmanian Best Practice Award winners, recognising excellence in financial planning
- FPA recognises Australia’s top financial planners
- National financial planning curriculum launched
- Research shows ‘double dividend’ benefit of professional advice
- FPA announces 2012 Queensland Best Practice Award winners, recognising excellence in financial planning
- Global Win for CFP® Certification
- Member growth underpins a strong and vibrant FPA
- FPA launches Code of Professional Practice consultation
- Successful advertising campaign increases consumer awareness for financial planning industry
- Financial Planners submit to Best Practice
- Australians eager to find expert financial guidance
- New brochure promotes better consumer awareness of advice as CFP designation takes hold
- Industry unites behind Financial Planning Week
- New website to assist Australians to make better financial decisions
- Government and opposition welcome Financial Planning Week
- Financial Planning Week aims to improve consumer trust and confidence
- FPA champions Professional Leadership
- Financial Planning Week 2012
- CFP Certification opens doors to more opportunities
- FPA calls on ASIC for further clarity on national standards
- Professional financial planners address change ahead of End of Financial Year
- FoFA passes through Senate
- Trio Capital report demands renewed consumer protection standards by regulators and product manufacturers
- Government tinkers with superannuation at the cost of consumers
- FPA launches Fee-for-Service Toolkit and online knowledge hub for members
- FPA members call on regulator for clarity on good advice
- FPA establishes higher education program in financial services
- FPA challenges financial services industry: “look at advice from the other side”
- FPA is recognised by Tax Practitioners Board
- FPA welcomes FoFA concessions delivering sensible reform for the financial planning profession and consumers
- FPA calls on Government to listen to industry recommendations on FoFA
- Implementation of reforms need to be in the best interest of the consumer, says FPA
- More Australians should have the opportunity to self-fund their retirement, says the FPA
- Peak association encourages a tax deduction of financial advice fees
- Too much of FoFA ‘lost in translation’. Professionalism key to getting reforms back on track, FPA tells parliament
- Profession welcomes the next stage in financial planning reforms
- Financial Planning Association welcomes Superannuation Guarantee measures
- FPA celebrates Best Practice financial planners
- Undergraduates building foundations for a strong profession
- FPA members lead the way in FoFA transition
- Australians engage with professionalism message, members receive a reputation dividend
- Planners to discuss continual world’s best professional standards in era of structural reform
- Proposed Superannuation Guarantee allows Australians the right to choose when to retire, says FPA
- FoFA’s Opt-in fails Government’s compliance benchmark
- Financial Planning Association rejects FoFA Bill
- Tax reforms must address advice shortfall
- Advertising paying off for members of the Financial Planning Association
- FPA responds to latest FOFA announcements
- FPA to showcase professionalism at annual National Conference
- Stronger Super: FPA resolves to support Australian super fund members
- Stephan Strategic achieves FPA Professional Practice status
- Financial Planning Association launches campaign to target consumer advice gap
- FPA vindicates key role in negotiating FoFA reforms
- Planner professionalism increases with uptake of international qualification
- FPA calls on Government to scrap opt-in
- FPA calls on Industry Super Network to finally come clean Sydney
- Free financial advice service easing the worry of end of financial year – Sydney Morning Herald