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New research links living your dream life with financial planning

“Owning a home” slips to fourth place in Aussie dream stakes Sydney, 21-27 August 2017 (Financial Planning Week) People happiest with their lot in life are most likely to have a financial plan, according to new research released by the Financial Planning Association of Australia (FPA) today into working-age Australians truly ‘living the dream’, and […]

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Leading edge speakers unveiled for FPA Professionals Congress

The Financial Planning Association of Australia (FPA) is excited to announce three internationally renowned thought leaders have been added to the line-up of keynote speakers for the 2017 FPA Professionals Congress, taking place in Hobart on the 22-24 November. Futurist, strategist and global nomad Mike Walsh will open this year’s Congress exploring how emerging technologies […]

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FPA congratulates FASEA on appointment of inaugural CEO

The Financial Planning Association of Australia (FPA) welcomes the appointment of Dr Deen Sanders OAM as the inaugural CEO of the Financial Adviser Standards and Ethics Authority Limited (FASEA). Commencing on 18 September 2017, Dr Sanders will lead the establishment of mandatory educational and training requirements, developing and setting an industry exam and creating a […]

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FPA ready for ‘Live the Dream’ Financial Planning Week

The Financial Planning Association of Australia (FPA) has announced “Live the Dream” as its theme for the 17th annual Financial Planning Week (21-27 August 2017), which aims to raise awareness and trust in the financial planning profession among consumers. The FPA will kick-off Financial Planning Week on Monday 21 August by releasing a newly commissioned […]

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FPA submission recommends further amendments to ASIC’s new example SOA

The Financial Planning Association of Australia (FPA) has submitted recommendations to ASIC to further amend Consultation Paper 284, prior to it being used as a model for a new Statement of Advice (SOA) for the financial planning industry. The FPA supports ASIC’s initiative to develop a new example SOA template through consultation with the financial […]

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Roadshow poll indicates strong member support for FPA’s education standards proposals

The 2017 Financial Planning Association of Australia (FPA) National Roadshow has completed its 33-leg journey around Australia, with six final events taking place last week. Financial planning professionals came together to listen to timely updates on policy and legislation from the FPA, as well as insights on identifying investment opportunities in global markets from Roadshow […]

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Call out to FPA members: 2017 FPA Awards entries open

The Financial Planning Association of Australia (FPA) is calling for FPA members to make submissions for the 2017 FPA Awards, a program that shines a light on the talent and passion within the financial planning profession. Recognising outstanding planners, paraplanners, students and practices, the awards celebrate individuals and businesses who demonstrate a commitment to delivering […]

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FPA announces latest winner of Gwen Fletcher Memorial Award

The Financial Planning Association of Australia (FPA) has today announced Bronnie Abraham of Brisbane-based advice firm Dolfinwise as the latest winner of the Gwen Fletcher Memorial Award. Ms Abraham, who has been advising for over seven years, received the accolade for being the highest performing student in the final unit of the CFP® Certification Program. […]

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FPA to launch Pro Bono Program with Cancer Council

The Financial Planning Association of Australia (FPA) has today announced that it will launch a pilot Pro Bono Financial Planning Referral Service with Cancer Council. The nationally structured referral program will help families affected by cancer who are unable to afford the cost of financial advice, by connecting them with financial planners who can provide […]

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Financial planners up for the challenge at FPA Professionals Congress in Hobart

The Financial Planning Association of Australia (FPA) has announced registrations are now open for the 2017 FPA Professionals Congress, to be held in Hobart from 22-24 November. Amid the spectacular scenery of Tasmania, this year’s Congress promises to be both inspiring and challenging for all involved, providing the opportunity for FPA members and the wider […]

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