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

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2020 FPA Award nominations open with new category acknowledging innovation and automation

The FPA is calling for nominations to the 2020 FPA Awards, an annual program recognising excellence by the FPA members in financial planning and notable contributions to their local communities. 

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FPA partners with Kaplan Professional and RMIT University

The FPA has partnered with two education providers, Kaplan Professional and RMIT University, which will allow financial planners to combine a Master of Financial Planning degree with the CFP® Certification Program. 

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FPA names Allen Ozdil as the Semester 1, 2020 winner of Gwen Fletcher Memorial Award

The Financial Planning Association of Australia (FPA) has named Mr Allen Ozdil of Pitcher Partners in Melbourne, Victoria, as the Semester 1, 2020 winner of the Gwen Fletcher Memorial Award.

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Tax Practitioners Board and FPA sign new MOU

In the first agreement of its kind between the Tax Practitioners Board (TPB) and one of its recognised professional associations, a new Memorandum of Understanding (MOU) has been signed with the Financial Planning Association of Australia (FPA). TPB Chair, Mr Ian Klug AM, said the MOU will facilitate information exchange about matters of mutual interest […]

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FPA launches Virtual Congress masterclass series for 2020

The Financial Planning Association of Australia (FPA) is pleased to announce the 2020 FPA Virtual Congress masterclass series, which will go live on 6 July. The FPA is offering its Congress format as a virtual event for the first time in response to the COVID-19 pandemic. It has been designed to follow the program offered […]

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FPA welcomes critical legislative milestone for financial planners

Financial planners have officially been granted more time to complete new education requirements following a successful advocacy effort by the Financial Planning Association of Australia (FPA). The FPA has long supported the extension on behalf of its members and welcomes the passing of the Treasury Laws Amendment (2019 Measures No.3) Bill 2019. The Bill amends […]

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FPA calls for ASIC to stop financial planner fee gouging

The Financial Planning Association of Australia (FPA) has urged the corporate regulator to reconsider a 38% increase to the ASIC industry funding levy for financial planners as the nation enters its first recession in 29 years. On Friday, 12 June, ASIC released for consultation its Cost Recovery Implementation Statement 2019-20 (CRIS), which has been prepared […]

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FPA unveils new consumer advertising campaign tackling the COVID-19 crisis

The Financial Planning Association of Australia (FPA) has launched a timely campaign, called ‘Ask a CFP® professional’, designed to amplify the critical role that financial planning professionals play during this global health and financial crisis.

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FPA welcomes debate of its five-year strategy

The Financial Planning Association of Australia (FPA) welcomes the ongoing debate and discussion of its five-year roadmap and policy platform, which has been supported by members and sparked constructive dialogue with industry stakeholders.

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Major overhaul of AFSL system required to reflect new era of professionalism in financial planning

The Financial Planning Association of Australia (FPA) today launches its five-year policy platform by recommending a professional registration for individual financial planners replace the current system that requires an Australian Financial Services License (AFSL) to provide advice. The FPA today revealed the cornerstone of its ground-breaking policy platform that if enacted will overhaul the way […]

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