1. I acknowledge and agree that as a member of the FPA I am bound by the Constitution of Financial Planning Association of Australia Limited ABN 62 054 174 453 and I am subject to obligations under:
   1. FPA Disciplinary Regulation (FPA Regulations), including without limitation the disciplinary proceedings for members;
   2. Regulation 02/04 – Use of the FPA brand by members, including without limitation use of CERTIFIED FINANCIAL PLANNER®, CFP®, Financial Planner AFP® trademarks and associated logos;
   3. FPA Code of Professional Practice (FPA Code) as amended from time to time including without limitation, Regulation 1/2008 Code of Ethics, Regulation 4/2009 FPA Code of Professional Practice Definitions, Regulation 2/2008 FPA Practice Standards, Regulation 3/2009 FPA Rules of Professional Conduct;
   4. FPA Continuing Development Policy as amended from time to time.
2. By renewing my membership I agree that:
   1. I must and will abide by the FPA Regulations (as amended by the Board of FPA from time to time) and will not dispute the enforceability of any disciplinary process set out in the FPA Regulations;
   2. that my permission to use the registered trademarks and logos is conditional upon my compliance with Regulation 02/04 and ceases on my membership of the FPA ceasing, and I will cease use of the registered trademarks and logos should my membership cease;
3. I have read and consent to the terms of the FPA’s Statement of Privacy.
4. I consent to the FPA disclosing the fact that I hold membership to any person (whether upon request or by publication) notwithstanding that such information may comprise personal information or sensitive information within the meaning of those terms under the Privacy Act 1988 (Cth) as amended.
5. I declare:
   1. I continue to meet the eligibility criteria for the CERTIFIED FINANCIAL PLANNER® or Financial Planner AFP® or Associate sub-category of membership and will disclose to the FPA any circumstances that would affect these requirements
   2. I remain a fit and proper person to hold FPA membership in that:
      1. I have disclosed to the FPA all Notifiable Events that have occurred during my membership to date.
      2. I will disclose to the FPA any Notifiable Events within 7 days of its occurrence.

If you cannot access any of these links, hard or electronic copies of the Membership Renewal Terms and Conditions can be obtained directly from FPA by contacting Member Services team on 1300 337 301 or email to [email protected].

If you are unable to agree to any of these terms and conditions please contact the FPA Member Services team for further information.

I acknowledge and agree that:

1. My affiliation with the FPA is at the FPA’s discretion and my affiliation may be revoked at any time without notice.
2. I have read and consent to the terms of the FPA’s Statement of Privacy.
3. I consent to the FPA disclosing the fact that I hold affiliation to the FPA to any person (whether upon request or by publication) notwithstanding that such information may comprise personal information or sensitive information within the meaning of those terms under the Privacy Act 1988 (Cth) as amended.
4. I declare:
   I remain a fit and proper person to hold FPA affiliation in that:
   1. I have never been refused membership or expelled from membership of a statutory, professional or other body in any professional capacity;
   2. I have never been the subject of disciplinary proceedings within any other professional body or FPA;
   3. I have never been the subject of a hearing to determine whether a disciplinary order to ban me from practising should be made under the Corporations Act or pursuant to any other State or Commonwealth legislation;
   4. I have not been the subject of a successful claim in relation to professional indemnity insurance;
   5. I have never been refused professional indemnity insurance cover;
   6. I have never been dismissed by the Member’s Australian Financial Services Licensee because of misconduct or breach of the law;
   7. My ability to act as an authorised representative of an Australian Financial Services Licensee has never been withdrawn, or restricted because of misconduct or breach of the law;
   8. I have never had a business-related license, registration or membership revoked, varied, restricted, denied or suspended;
   9. I have never been in receipt of a Notice from ASIC pursuant to sections 19, 30 or 33 of the Australian Securities and Investments Commission Act and the notice relates to an investigation into the Member’s conduct;
   10. I have never given a written undertaking to the Australian Securities and Investments Commission pursuant to section 93AA of the Australian Securities and Investments Commission Act;
   11. I have never breached an undertaking referred to in the preceding paragraph;
   12. I have never becomes an Insolvent under Administration;
   13. I have never been the director of a body corporate, that became an Externally Administered Body Corporate;
   14. I have not been found guilty of any breach of the law punishable by imprisonment;
   15. I have not become a defendant or respondent in any criminal, civil or regulatory proceeding or investigation.
   16. I have not been dismissed as a Representative or had my authorization as an Authorised Representative revoked by an Australian Financial Services licensee for any act or omission in breach of the FPA Code, or which could amount to a breach of the FPA Code;
   17. I have disclosed to the FPA all Notifiable Events that have occurred during my membership to date;
   18. I will disclose to the FPA any future Notifiable Events within 7 days of its occurrence.

If you cannot access any of these links, hard or electronic copies of the Affiliate Renewal Terms and Conditions can be obtained directly from FPA by contacting Member Services team on 1300 337 301 or email to [email protected].

If you are unable to agree to any of these terms and conditions please contact the FPA Member Services team for further information.