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

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Future2 appoints new Director to the Board

The Future2 Foundation is pleased to welcome Mr Giles Gunesekera to its Board of Directors. Mr Giles Gunesekera is Founder and CEO of Global Impact Initiative and is a member of the global advisory board of the United Nations (Climate & Health and Sustainable Finance) as well as a wide range of not-for-profit boards across […]

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FPA welcomes Labor support for FASEA extension

The Financial Planning Association of Australia (FPA) welcomes the Labor’s support for the Treasury Laws Amendment (2019 Measures No.3) Bill 2019, which will grant financial planners an extension to complete new education requirements. The FPA has strongly advocated for bipartisan support of this extension on behalf of all financial planners across Australia. The Bill amends […]

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Financial Planning Bushfire Pro-Bono Program – Open and ready to help those in need

Call 1800 560 685 Pro bono financial advice to help those affected recover financially In the aftermath of the recent bushfire disaster, financial planners across the country have come together to offer the Financial Planning Bushfire Pro Bono Program to help those impacted by the bushfires to rebuild financially. The program – open and ready […]

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FPA partners with Deakin University

The FPA has announced a ground-breaking partnership with Deakin Business School, which will allow financial planners to combine a Master of Financial Planning degree with the CFP® Certification Program.

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FPA responds to draft legislation addressing Royal Commission recommendations

The Financial Planning Association of Australia (FPA) has responded to the Federal Government’s draft legislation released today, which addresses 22 of the recommendations put forward last year by the Financial Services Royal Commission. It has however cautioned that the draft legislation will have significant and real impact for financial planners. The FPA has been in […]

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FPA welcomes opportunity to consult with Treasury on current stamping fee exemption

The Financial Planning Association (FPA) welcomes the opportunity to consult with Treasury on the merits of the current stamping fee exemption in relation to listed investment entities and continues to support the removal of non-client directed fees in all financial advice services. In 2009, the FPA launched the FPA Code of Professional Practice and the […]

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FPA to launch pro bono support program for bushfire impacted Australians

Call for FPA members to sign up to provide support The Financial Planning Association of Australia (FPA) is in the process of establishing a pro bono program where members can volunteer their time to help Australians impacted by the bushfires rebuild financially. As Emergency Services continue to battle the bushfires throughout several states, the FPA […]

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FPA launches Future of the SOA digital interactive guide

The Financial Planning Association of Australia (FPA) today launched the Future of the Statement of Advice (SOA) digital interactive guide to help financial planners develop more accessible, personalised and meaningful client experiences during the advice process. Advancements in technology allow for the more efficient production of SOAs, as well as a more effective communication tool […]

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FPA welcomes AFCA approach to adviser conduct obligations

The Financial Planning Association of Australia (FPA) welcomes today’s statement from the Australian Financial Complaints Authority (AFCA) that outlines its approach to assessing adviser conduct obligations under the new Financial Adviser Code of Ethics. The new code, which comes into effect from 1 January 2020, will be overseen by a single disciplinary body which is yet […]

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Outstanding financial planners recognised at 2019 FPA Congress

The Financial Planning Association of Australia (FPA) announced the winners of the 2019 FPA Awards, Gwen Fletcher Memorial Award, and FPEC Research Grant Award at the Future2 Celebration.

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