News
A landmark code monitoring cooperation agreement announced by professional associations
Six major professional associations representing the financial planning/advice sector have signed an historic cooperation agreement to develop a code monitoring solution for their members. The associations have agreed to work together to submit a code monitoring compliance scheme application to ASIC. The compliance scheme will enable compliance with the Financial Adviser Standards and Ethics Authority […]
Read MoreFPEC announces winners of the 2018 Financial Planning Academic Research Grants
The Financial Planning Education Council (FPEC) has announced Western Sydney University (WSU) and Griffith University as the two winners of the 2018 FPEC Academic Research Grants. The FPEC Academic Research Grants are sponsored by the Financial Planning Association of Australia (FPA) and NAB, and recognise those that have demonstrated a commitment to encouraging the development […]
Read MoreFASEA CEO takes to stage and fields Q&A at FPA Congress
Ten day consultation period is a luxury, says FPA Head of Policy The CEO of the Financial Adviser Standards and Ethics Authority (FASEA) took to the FPA Congress stage at the ICC in Sydney this morning to a crowd of about 1,400 financial planning professionals eager to hear the latest education and policy reform updates […]
Read MoreAustralia’s top performing financial planners honoured at FPA Congress 2018
The Financial Planning Association of Australia (FPA) announced the winners of the 2018 FPA Awards and Gwen Fletcher Memorial Award at the FPA Professionals Congress event in Sydney earlier today. Taking out the coveted FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year Award is Michael Carmody CFP® of Viva Wealth in Perth, WA. The award […]
Read MoreNew FPA Fintech Buyers Guide helps financial planners decide what and if technology will help them
The Financial Planning Association of Australia (FPA) released its FPA Fintech Buyers Guide and Checklist at the 2018 FPA Professionals Congress today. The package includes a Technology Assessment Checklist and a guide for assessing the fintech needs of a financial planning practice and tips for selecting the right technology partner to help improve financial advice delivery. […]
Read MoreNew online matching service pairs people with planners
A new ‘Find a Planner’ online matching service planned for release in early 2019 was announced by the Financial Planning Association of Australia (FPA) today at its annual FPA Professionals Congress at the ICC in Sydney, attended by over 1,300 delegates. The proposed new Find a Planner online service uses a UX-based research approach to […]
Read MoreStrong start for new Future2 Foundation Chair
Petra Churcher AFP® elevated to philanthropic leadership role The Future2 Foundation welcomes its new Chair, Ms Petra Churcher, AFP® to lead the philanthropic arm of the Financial Planning Association of Australia (FPA) into the next chapter of its work helping disadvantaged young Australians. More than $1 million has been contributed by the Future2 Foundation, to […]
Read MoreFPA responds after FASEA releases Summary of Standards
The Financial Adviser Standards and Ethics Authority (FASEA) issued a Summary of Standards for the professional standards framework for financial advisers at 7:30pm on Friday 16 November 2018, as well as two draft legislative instruments. The Summary of Standards provides an overview of the key parameters for each of the Standards which will be reflected […]
Read MoreFASEA CEO Stephen Glenfield to make first public address at FPA Congress in Sydney
The Financial Planning Association of Australia (FPA) is delighted to confirm Stephen Glenfield, CEO of the Financial Adviser Standards and Ethics Authority (FASEA), is addressing delegates at the FPA Professionals Congress at the International Convention Centre (ICC) on Thursday 22 November 2018 from 9am. Notably, it will be his first public address since assuming the […]
Read MoreFinancial planners work up a sweat to exceed target for disadvantaged young Australians
A charity bike ride involving 20 financial planners and other financial services professionals from all over Australia leaves Parliament House for Sydney today in an effort to raise funds for disadvantaged young Australians in the ninth annual Wheel Classic fundraiser for the Future2 Foundation, the philanthropic arm of the Financial Planning Association of Australia (FPA). […]
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