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FPA calls for financial advice education to be recognised by FASEA

The Financial Planning Association of Australia (FPA) submitted recommendations to the Financial Adviser Standards and Ethics Authority (FASEA) on Friday 29 June in response to its consultation paper on the proposed guidance on education pathways for all financial advisers. The submission is based on the feedback of 3,393 FPA members who responded to the FPA’s survey […]

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FPA responds to ASIC SMSF report

The Financial Planning Association of Australia (FPA) acknowledges the findings of ASIC’s report into self-managed superannuation fund (SMSF) member experiences and supports the practical tips it provides to financial planners to improve the quality of SMSF advice they give to clients. ASIC Report 575 SMSFs: Improving the quality of advice and member experiences engaged an […]

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FPA clarifies its position on licensing

Following the publication of a recent media article, the FPA would like to clarify its position on licensees and the licensing system. “Licensee/dealer groups play an important role in supporting financial planners so that they can provide best practice quality advice to their clients,” said Dante De Gori CFP®, CEO of the FPA. “The FPA does […]

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FPA announces latest winner of Gwen Fletcher Memorial Award

The Financial Planning Association of Australia (FPA) is delighted to announce Erica Cummins of Graham Wealth in Swan Hill, Victoria, as the latest winner of the Gwen Fletcher Memorial Award. Named after the late ‘First lady of Financial Planning’, the award recognises the highest performing student in the final unit of the CFP® Certification Program […]

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Financial planners will join together to connect, cultivate and communicate at FPA Professionals Congress in Sydney

The Financial Planning Association of Australia (FPA) is pleased to announce that registrations are now open for the 2018 FPA Professionals Congress, to be held in Sydney from 21-23 November 2018. The largest annual event of the financial planning calendar is being held at the International Convention Centre (ICC) in Sydney this year. Around 1,000 […]

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Future2 calling cyclists and hikers to help raise funds for young Australians in need

Future2, the philanthropic arm of the Financial Planning Association of Australia (FPA), is calling for cycling and hiking enthusiasts to join them on two different outdoor adventures exploring NSW from country to coast. The Future2 Wheel Classic and the Future2 Hiking Challenge will raise funds for Future2’s Make the Difference! Grant program that supports community […]

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Financial planners asked to nominate their favourite charity

Future2, the philanthropic arm of the Financial Planning Association of Australia (FPA), is calling for FPA members to nominate a local not-for-profit organisation for its Make the Difference! Grants program. FPA COO Pene Lovett, says the $823,000 in grants that Future2 has given out since 2007 has funded life changing projects. “Through the generosity and […]

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How much does it cost to see a financial planner?

Last weekend, an article titled Financial planners under fire was published in News Limited weekend papers and gave incorrect information about planner fees, following an interview with FPA CEO Dante De Gori. It said, “… advice fees could vary dramatically but $2,000-$5,000 was typical for upfront advice and a maximum of $1,000 a year for […]

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Budget 2018: A focus on minor adjustments, rather than sweeping reforms

The Financial Planning Association of Australia (FPA) welcomed measures to simplify income tax and introduce greater flexibility into the superannuation system. FPA CEO Dante De Gori CFP® said: “Offering relief from household budget pressures allows families to imagine a future in which their financial goals are met, and may even open the door to investment.” […]

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FPA confirms majority of its members are degree qualified

With over 3,200 members responding so far, results from the Financial Planning Association of Australia (FPA) member questionnaire on the recent Financial Adviser Standards and Ethics Authority (FASEA) announcements show the high level of financial planner interest in this topic, and indicate the majority of FPA members are degree qualified. The results give an early […]

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