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

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The future of financial planning

A presentation by FPA CEO Dante De Gori CFP® on 16 July at Pritchitt Partners, Melbourne My message for all here today and for the wider population, is that there is absolutely a future for the profession of financial planning. The opportunities and the need for financial advice by Australians and frankly by most citizens […]

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New online matching service helps find your perfect money and life CERTIFIED FINANCIAL PLANNER® partner

The Financial Planning Association of Australia (FPA) has launched a new ‘Match My Planner’ online matching service to help Australians find a CERTIFIED FINANCIAL PLANNER® (or CFP®) professional to meet their personal money and life needs. The service is now available from the FPA’s Money & Life website. The new Match My Planner online service […]

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Netball World Cup superstars headline FPA Women in Wealth 2019

The Financial Planning Association of Australia (FPA) is delighted to announce its 2019 Women in Wealth event series will be headlined by sporting superstars, 2019 World Cup competitors and GIANTS Netball team mates, Caitlin Bassett and Jo Harten. Platinum Asset Management is generously sponsoring the event series in Sydney, Melbourne, Brisbane, Adelaide and Perth* from […]

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Is the CFP® designation still relevant?

If you’re on the fence about whether to pursue your CERTIFIED FINANCIAL PLANNER® designation, given all the changes underway, Dante De Gori, FPA CEO explains the importance of the designation.

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FPA announces latest winner of Gwen Fletcher Memorial Award

The Financial Planning Association of Australia (FPA) is delighted to announce Ms Raquel Netto AFP® of The Wealth Mentoring Group in Hampton, Victoria, as the Semester 1 2019 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 first semester […]

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FPA Wellbeing program launched to support mental health as members transition to new professional standards

The FPA has announced the launch of FPA Wellbeing, a free comprehensive health and wellbeing program providing confidential support by qualified counsellors and psychologists for FPA members.

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FPA welcomes financial services focus in new Morrison Government

The FPA welcomes the appointment of Senator Jane Hume as Assistant Minister for Superannuation, Financial Services and Financial Technology as a clear indication of a strategic focus on financial services in the re-elected Coalition Government.

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Financial planners asked to nominate charities for 2019 Future2 Foundation grants

The Future2 Foundation, the philanthropic arm of the FPA, has opened applications for its 2019 Make the Difference! Grant program that supports young Australians aged 12 to 25 years experiencing social, financial or physical hardship.

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FPA launches Pronup campaign for CERTIFIED FINANCIAL PLANNER® professionals to help more Aussie couples stay together

The FPA has launched the Pronup concept via a national CFP® advertising campaign. The campaign is a new way for CFP professional members to engage in conversation with potential new clients about the meaningful difference they make in people’s lives, in this case, to strengthen their relationships and future.

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FPA raises concerns about impact of AFCA legacy complaints rule changes on professional indemnity market

The FPA has raised concerns about the Australian Financial Complaints Authority’s (AFCA) proposed legacy complaints rule changes and the potential impact they will have on the professional indemnity (PI) costs for financial planners.

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